Adviser Record

Investment advisers in Skokie, IL

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in IL

FirmAssetsEmployeesDisclosures
Shankervalleau Wealth Advisors, Inc.$645.3 million80
Uhlmann Investment Management, L.L.C.$273.2 million110
Harbour Financial Resources, Ltd$189.8 million30
Mirretti Perryman Wealth Strategies, LLC$178.9 million40
Foresight Wealth Advisors$121.2 million10