Firms by city
Registered investment advisers in Libertyville, IL
4 SEC-registered advisers headquartered in Libertyville, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Inspirion Wealth Advisors | Libertyville, IL | $1.39B |
| Liberty One Investment Management | Libertyville, IL | $1.05B |
| Patrick M. Sweeney & Associates | Libertyville, IL | $253M |
| Prism Planning Partners | Libertyville, IL | $242M |
- Headquarters
- Libertyville, IL
- Regulatory AUM
- $1.39B
- Headquarters
- Libertyville, IL
- Regulatory AUM
- $1.05B
- Headquarters
- Libertyville, IL
- Regulatory AUM
- $253M
- Headquarters
- Libertyville, IL
- Regulatory AUM
- $242M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Libertyville on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Illinois.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.