Best Financial Advisors in OAKBROOK TERRACE, Illinois
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in OAKBROOK TERRACE
HARVEST INVESTMENT SERVICES, LLC
OAKBROOK TERRACE, IL · Since 2014
PARKVIEW ASSET MANAGEMENT, INC.
OAKBROOK TERRACE, IL · Since 2022
PANDORA WEALTH, INC.
OAKBROOK TERRACE, IL · Since 2024
SAGE PRIVATE WEALTH GROUP, LLC
OAKBROOK TERRACE, IL · Since 2020
GOLDSTONE FINANCIAL GROUP, LLC
OAKBROOK TERRACE, IL · Since 2015
CYPRESS WEALTH MANAGEMENT
OAKBROOK TERRACE, IL · Since 2023
CYPRESS INVESTMENT MANAGEMENT, LLC
OAKBROOK TERRACE, IL · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in OAKBROOK TERRACE?
The median advisory fee in OAKBROOK TERRACE, IL is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.