Firms by city
Registered investment advisers in Oakbrook Terrace, IL
6 SEC-registered advisers headquartered in Oakbrook Terrace, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Goldstone Financial Group | Oakbrook Terrace, IL | $1.05B |
| Harvest Investment Services | Oakbrook Terrace, IL | $758M |
| Sage Private Wealth Group | Oakbrook Terrace, IL | $441M |
| Cypress Investment Management | Oakbrook Terrace, IL | $302M |
| Cypress Wealth Management | Oakbrook Terrace, IL | $283M |
| Parkview Asset Management | Oakbrook Terrace, IL | $206M |
- Headquarters
- Oakbrook Terrace, IL
- Regulatory AUM
- $1.05B
- Headquarters
- Oakbrook Terrace, IL
- Regulatory AUM
- $758M
- Headquarters
- Oakbrook Terrace, IL
- Regulatory AUM
- $441M
- Headquarters
- Oakbrook Terrace, IL
- Regulatory AUM
- $302M
- Headquarters
- Oakbrook Terrace, IL
- Regulatory AUM
- $283M
- Headquarters
- Oakbrook Terrace, IL
- Regulatory AUM
- $206M
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 Oakbrook Terrace 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.