Investment advisers in Libertyville, IL
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Inspirion Wealth Advisors, LLC | $1.39 billion | 12 | 0 |
| Liberty One Investment Management | $1.05 billion | 20 | 0 |
| Patrick M. Sweeney & Associates, Inc | $252.5 million | 2 | 0 |
| Prism Planning Partners | $241.5 million | 4 | 0 |
| Forester Capital Management Ltd | $3.5 million | 1 | 0 |