Best Financial Advisors in SCHAUMBURG, Illinois
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SCHAUMBURG
CL WEALTH MANAGEMENT LLC
SCHAUMBURG, IL · Since 2011
STEPHEN SMITH FINANCIAL INC.
SCHAUMBURG, IL · Since 2025
MONERE WEALTH MANAGEMENT, INC.
SCHAUMBURG, IL · Since 2019
LIFEPOINT PLANNING
SCHAUMBURG, IL · Since 2025
WORLD EQUITY GROUP, INC.
SCHAUMBURG, IL · Since 1999
CETERA INVESTMENT ADVISERS LLC
SCHAUMBURG, IL · Since 1984
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 SCHAUMBURG?
The median advisory fee in SCHAUMBURG, IL is 0.95% of assets under management per year, based on Form ADV filings from 6 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.