Best Financial Advisors in SKOKIE, Illinois
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$273M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in SKOKIE
#1
95
HARBOUR FINANCIAL RESOURCES, LTD
SKOKIE, IL · Since 2000
$190M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
95
SHANKERVALLEAU WEALTH ADVISORS, INC.
SKOKIE, IL · Since 2004
$645M AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
95
UHLMANN INVESTMENT MANAGEMENT, L.L.C.
SKOKIE, IL · Since 2018
$273M AUM9 clientsFee: 0%
Broker-Dealer
#4
95
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC
SKOKIE, IL · Since 2022
$179M AUM3 clientsFee: 0%
FiduciaryFee-Only
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 SKOKIE?
The median advisory fee in SKOKIE, IL is 0.95% of assets under management per year, based on Form ADV filings from 4 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.