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
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in SKOKIE
#1
79
SHANKERVALLEAU WEALTH ADVISORS, INC.
SKOKIE, IL · Since 2004
$645M AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
78
HARBOUR FINANCIAL RESOURCES, LTD
SKOKIE, IL · Since 2000
$190M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
76
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC
SKOKIE, IL · Since 2022
$179M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
72
UHLMANN INVESTMENT MANAGEMENT, L.L.C.
SKOKIE, IL · Since 2018
$273M AUM9 clientsFee: 0%
Broker-Dealer
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 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.