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SEC-registered investment advisers in Winnetka

4 SEC-registered investment advisers are headquartered in Winnetka, IL, with $2.5B in combined regulatory assets under management. 3 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

4
Investment advisers
$2.5B
Combined regulatory AUM
3
Financial advisor firms
Top 3 financial advisor firms in Winnetka

All 4 advisers

By regulatory assets under management.

Winnetka at a glance

Advisers headquartered here, by type

4
advisers
  • Financial advisor firms (RIAs)$1.69B regulatory AUM3 (75%)
  • Private fund managers$806M regulatory AUM1 (25%)

Other cities in Illinois

All firms in Illinois