Best Financial Advisors in SCHAUMBURG, Illinois
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SCHAUMBURG
CL WEALTH MANAGEMENT LLC
SCHAUMBURG, IL · Since 2011
STEPHEN SMITH FINANCIAL INC.
SCHAUMBURG, IL · Since 2025
LIFEPOINT PLANNING
SCHAUMBURG, IL · Since 2025
MONERE WEALTH MANAGEMENT, INC.
SCHAUMBURG, IL · Since 2019
CETERA INVESTMENT ADVISERS LLC
SCHAUMBURG, IL · Since 1984
WORLD EQUITY GROUP, INC.
SCHAUMBURG, IL · Since 1999
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.