Adviser Record

Investment advisers in Schaumburg, IL

7 SEC-registered firms with a main office here.

Form ADV data as of 2026-11-01

All advisers in IL

FirmAssetsEmployeesDisclosures
Cetera Investment Advisers LLC$256.81 billion10,25113
World Equity Group, Inc.$1.00 billion1655
Cl Wealth Management LLC$733.6 million422
Monere Wealth Management, Inc.$312.0 million100
Lifepoint Planning$168.5 million30
Kuhn Wealth Management Inc.$150.8 million30
Stephen Smith Financial Inc.$129.0 million40