Investment advisers in Schaumburg, IL
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Cetera Investment Advisers LLC | $256.81 billion | 10,251 | 13 |
| World Equity Group, Inc. | $1.00 billion | 165 | 5 |
| Cl Wealth Management LLC | $733.6 million | 42 | 2 |
| Monere Wealth Management, Inc. | $312.0 million | 10 | 0 |
| Lifepoint Planning | $168.5 million | 3 | 0 |
| Stephen Smith Financial Inc. | $129.0 million | 4 | 0 |