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Financial planning in Chicago, IL

103 advisers in Chicago offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 103

103 Advisory Group231 S. Lasalle Street, 21st Floor · Chicago, IL 60604 · (312) 543-8759 · Financial planningCRD 314694 · % of assets, Fixed fees · $257.2 million AUMSEC registeredNo commissions reportedAltair Advisers, LLC225 W. Washington Street, Suite 2400 · Chicago, IL 60606 · (312) 429-3000 · Financial planningCRD 120642 · % of assets, Hourly charges, Fixed fees · $9.8 billion AUMSEC registeredNo commissions reportedAltman Advisors233 S Wacker Dr., Suite 9750 · Chicago, IL 60606 · (312) 759-7801 · Financial planningCRD 281778 · % of assets, Hourly charges, Fixed fees · $483.4 million AUMSEC registeredNo commissions reportedArena Private Wealth401 N. Michigan Avenue, Suite 610 · Chicago, IL 60611 · (312) 798-9045 · Financial planningCRD 332302 · % of assets, Hourly charges, Fixed fees · $404.7 million AUMSEC registeredNo commissions reportedArete Wealth Advisors, LLC1115 W Fulton Market, 3rd Floor · Chicago, IL 60607 · (312) 940-3684 · Financial planningCRD 145488 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedAza Capital Management141 W Jackson Blvd, Suite 3332 · Chicago, IL 60604 · (312) 429-0880 · Financial planningCRD 109784 · % of assets, Fixed fees · $339.6 million AUMSEC registeredNo commissions reportedBankers Life Advisory Services, INC.303 E. Wacker Drive, Ste 500 · Chicago, IL 60601 · (844) 553-9083 · Financial planningCRD 281285 · % of assets, Other · $2.5 billion AUMSEC registeredNo commissions reportedBard Associates INC233 South Wacker Drive, Suite 4400 · Chicago, IL 60606 · (312) 782-9600 · Financial planningCRD 104984 · % of assets · $416.2 million AUMSEC registeredNo commissions reportedBayworth Capital875 N Michigan Avenue, Suite 3100 · Chicago, IL 60611 · (312) 788-7425 · Financial planningCRD 284360 · % of assets, Fixed fees · $90.6 million AUMState registeredNo commissions reportedBenchmark Investment Advisors LLC180 N Stetson Ave., Ste 1990 · Chicago, IL 60601 · (312) 552-9595 · Financial planningCRD 159705 · % of assets · $329.2 million AUMSEC registeredNo commissions reported
Blue Line Capital141 W. Jackson Blvd, Suite 2620 · Chicago, IL 60604 · (312) 837-3944 · Financial planningCRD 304024 · % of assets · $131.9 million AUMSEC registeredNo commissions reportedBmo Family Office, LLC320 South Canal Street, Floor 12 · Chicago, IL 60606 · (650) 210-5042 · Financial planningCRD 110264 · % of assets, Hourly charges, Fixed fees · $10.0 billion AUMSEC registeredNo commissions reportedBrownson, Rehmus & Foxworth, INC.227 West Monroe Street, Suite 1800 · Chicago, IL 60606 · (312) 346-5850 · Financial planningCRD 110608 · Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedBulletproof Capital, LLC444 W. Lake, Ste. 3000 · Chicago, IL 60606 · (847) 922-7460 · Financial planningCRD 341136 · Fixed fees, Performance-based fees · $575.8 million AUMSEC registeredNo commissions reportedBurling Wealth PartnersOne South Wacker Drive, Suite 2150 · Chicago, IL 60606 · (312) 825-0262 · Financial planningCRD 332198 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedChesley, Taft & Associates, LLC135 S. Lasalle Street, Suite 2900 · Chicago, IL 60603 · (312) 873-1260 · Financial planningCRD 111578 · % of assets, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedChicago Capital, LLC550 W. Washington Blvd., Ste. 1650 · Chicago, IL 60661 · (312) 429-2333 · Financial planningCRD 291624 · % of assets, Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedChicago Partners Investment Group LLC1 North Wacker Drive, Suite 4075 · Chicago, IL 60606 · (312) 284-6363 · Financial planningCRD 147662 · % of assets, Fixed fees · $7.5 billion AUMSEC registeredNo commissions reportedChicago Wealth Management, INC.Two North Riverside Plaza, Suite 1620 · Chicago, IL 60606 · (312) 376-8350 · Financial planningCRD 112271 · % of assets, Hourly charges, Fixed fees · $365.7 million AUMSEC registeredNo commissions reportedCibc Private Wealth Advisors, INC.181 West Madison Street, 36th Floor · Chicago, IL 60602 · (312) 368-7700 · Financial planningCRD 109644 · % of assets, Fixed fees · $67.8 billion AUMSEC registeredNo commissions reportedCogent Strategic Wealth LLC77 West Wacker Drive, Suite 4500 · Chicago, IL 60601 · (312) 382-8388 · Financial planningCRD 152715 · % of assets · $336.0 million AUMSEC registeredNo commissions reportedCohen Capital303 East Wacker Drive, Suite 2103 · Chicago, IL 60601 · (312) 477-3155 · Financial planningCRD 339112 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedCresset Asset Management, LLC444 W. Lake Street, Suite 4700 · Chicago, IL 60606 · (312) 429-2400 · Financial planningCRD 288566 · % of assets, Fixed fees, Performance-based fees · $78.9 billion AUMSEC registeredNo commissions reportedCts Financial Planning, INC.737 North Michigan Avenue, Suite 2120 · Chicago, IL 60611 · (312) 337-1040 · Financial planningCRD 110960 · % of assets, Hourly charges, Fixed fees · $313.9 million AUMSEC registeredNo commissions reportedCura Wealth Advisors, LLC180 North Stetson Ave, Ste 3500 · Chicago, IL 60601 · (312) 320-0058 · Financial planningCRD 332511 · % of assets, Hourly charges, Fixed fees · $527.7 million AUMSEC registeredNo commissions reportedCuri Capital, LLCOne North Wacker Drive, Suite 3500 · Chicago, IL 60606 · (312) 993-5800 · Financial planningCRD 134249 · % of assets, Fixed fees, Performance-based fees · $11.6 billion AUMSEC registeredNo commissions reportedDco Capital Management LLC440 S. Lasalle St., Suite 1822 · Chicago, IL 60605 · (312) 932-8011 · Financial planningCRD 142637 · % of assets · $24.0 million AUMState registeredNo commissions reportedDearborn Partners L.L.C.200 W Madison St, Suite 1950 · Chicago, IL 60606 · (312) 795-1000 · Financial planningCRD 108147 · % of assets · $2.7 billion AUMSEC registeredNo commissions reportedDoyenne Wealth Advisors227 W Monroe Street, Suite 4650 · Chicago, IL 60606 · (312) 374-0844 · Financial planningCRD 315995 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedEmbree Financial Group440 N Wells St, Suite 530 · Chicago, IL 60654 · (312) 527-5565 · Financial planningCRD 108233 · % of assets, Hourly charges, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedEnvision Wealth Planning INC.1 W Monroe St., Suite 3-113 · Chicago, IL 60603 · (312) 448-1010 · Financial planningCRD 298672 · % of assets, Hourly charges, Fixed fees · $21.5 million AUMState registeredNo commissions reportedExpressive Wealth LLC6601 N. Avondale Ave, Suite 200 · Chicago, IL 60631 · (847) 595-8812 · Financial planningCRD 329974 · % of assets, Hourly charges, Fixed fees · $165.2 million AUMSEC registeredNo commissions reportedFactor Wealth Management980 N Michigan Avenue, Ste 1320 · Chicago, IL 60611 · (312) 644-5040 · Financial planningCRD 104708 · % of assets, Hourly charges, Fixed fees · $781.0 million AUMSEC registeredNo commissions reportedFiducient Advisors LLC500 W Madison Street, Suite 3260 · Chicago, IL 60661 · (312) 853-1000 · Financial planningCRD 106720 · % of assets, Fixed fees, Performance-based fees · $97.5 billion AUMSEC registeredNo commissions reportedFinancial Solutions Advisory Group8700 W. Bryn Mawr Avenue, Suite 410-N · Chicago, IL 60631 · (773) 714-1540 · Financial planningCRD 125218 · % of assets, Hourly charges, Fixed fees · $935.0 million AUMSEC registeredNo commissions reportedFourstar Wealth Advisors, LLC1 N. Lasalle Street, Suite 2225 · Chicago, IL 60602 · (312) 667-1750 · Financial planningCRD 169613 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedGenfi LLC1021 West Adams Street Suite 212 · Chicago, IL 60607 · (872) 213-1113 · Financial planningCRD 156464 · % of assets, Hourly charges, Fixed fees · $50.5 million AUMState registeredNo commissions reportedGreat Lakes Advisors, LLC231 S. Lasalle Street, 4th Floor · Chicago, IL 60604 · (312) 431-1700 · Financial planningCRD 110757 · % of assets, Fixed fees, Performance-based fees · $16.2 billion AUMSEC registeredNo commissions reportedGreenstone Belt Wealth Advisors, LLC401 N Michigan Ave, Suite 1200 · Chicago, IL 60611 · (312) 952-6550 · Financial planningCRD 335862 · % of assets, Hourly charges, Fixed fees · $260.1 million AUMSEC registeredNo commissions reportedGresham Partners, LLC333 W. Wacker Drive, Suite 700 · Chicago, IL 60606 · (312) 960-0200 · Financial planningCRD 108668 · % of assets, Fixed fees, Performance-based fees · $13.8 billion AUMSEC registeredNo commissions reportedHemsley Advisors, LTD.311 S Wacker Drive, Suite 1525 · Chicago, IL 60606 · (847) 381-7314 · Financial planningCRD 106414 · % of assets, Hourly charges, Fixed fees · $638.1 million AUMSEC registeredNo commissions reportedHerr Capital Management LLC10231 S. Western Avenue, Suite 1a · Chicago, IL 60643 · (312) 697-1600 · Financial planningCRD 122965 · % of assets, Hourly charges, Fixed fees · $79.3 million AUMState registeredNo commissions reportedHg Wealth Management, LLC401 N Michigan Ave, Suite 1200 · Chicago, IL 60611 · (312) 723-5116 · Financial planningCRD 161032 · % of assets, Hourly charges, Fixed fees · $34.5 million AUMState registeredNo commissions reportedHightower & Boler, LLC77 W Wacker Dr., Suite 4500 · Chicago, IL 60601 · (312) 624-7733 · Financial planningCRD 288369 · % of assets, Hourly charges, Fixed fees · $7.8 million AUMState registeredNo commissions reportedHightower Advisors, LLC200 W. Madison St., Suite 2500 · Chicago, IL 60606 · (312) 962-3800 · Financial planningCRD 145323 · % of assets, Hourly charges, Fixed fees · $198.6 billion AUMSEC registeredNo commissions reportedHorizon Family Wealth, INC.250 South Wacker Drive, Suite 430 · Chicago, IL 60606 · (312) 442-9192 · Financial planningCRD 315484 · % of assets, Hourly charges, Fixed fees · $278.8 million AUMSEC registeredNo commissions reportedIht Wealth Management LLC123 N. Wacker Dr., Suite 2300 · Chicago, IL 60606 · (855) 295-2828 · Financial planningCRD 171481 · % of assets, Hourly charges, Fixed fees · $9.8 billion AUMSEC registeredNo commissions reportedImpact Financial1 East Erie Street, #525-4173 · Chicago, IL 60611 · (312) 332-6589 · Financial planningCRD 308155 · % of assets, Hourly charges, Fixed fees · $25.8 million AUMState registeredNo commissions reportedInvestment Navigation LLC3701 N. Kedzie Ave · Chicago, IL 60625 · (773) 509-0579 · Financial planningCRD 297883 · % of assets, Hourly charges · $7.8 million AUMState registeredNo commissions reportedItaxandinvestments INC6859 W Addison St, Suite 1 · Chicago, IL 60634 · (773) 923-3208 · Financial planningCRD 338765 · % of assets, Fixed feesState registeredNo commissions reportedKai Wealth LLC401 West Superior Street, Suite 001 · Chicago, IL 60654 · (312) 605-8020 · Financial planningCRD 332136 · % of assets, Hourly charges, Subscription fees · $275.2 million AUMSEC registeredNo commissions reportedKinkelaar & Associates125 South Wacker Drive, Suite 300 · Chicago, IL 60606 · (330) 344-9511 · Financial planningCRD 131439 · Hourly charges, Fixed feesState registeredNo commissions reportedKuhn & Company Investment Counsel, LLC8770 W Bryn Mawr Ave, Suite 710 · Chicago, IL 60631 · (630) 416-7700 · Financial planningCRD 306434 · % of assets, Hourly charges · $182.7 million AUMSEC registeredNo commissions reportedLake Jericho, LLC111 West Jackson Blvd, Ste 1700 · Chicago, IL 60604 · (312) 307-3350 · Financial planningCRD 173782 · % of assets, Hourly charges, Fixed fees · $31.7 million AUMState registeredNo commissions reportedLake Street128 N. May Street, Floor 2 · Chicago, IL 60607 · (312) 766-7040 · Financial planningCRD 296761 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedMark Bell Advisory Services, INC.401 N Michigan Ave, Suite 1200 · Chicago, IL 60611 · (312) 840-8265 · Financial planningCRD 107114 · % of assets · $138.2 million AUMSEC registeredNo commissions reportedMenominee Capital2158 W Belle Plaine Apt 2 · Chicago, IL 60618 · (906) 396-1458 · Financial planningCRD 304965 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedMentor Capital Management INC.823 W. Superior St., Unit C · Chicago, IL 60642 · (312) 526-3838 · Financial planningCRD 123176 · % of assets, Hourly charges, Fixed fees · $226.4 million AUMSEC registeredNo commissions reportedMesirow Financial Investment Management, INC.353 N. Clark St · Chicago, IL 60654 · (800) 621-4421 · Financial planningCRD 111135 · % of assets, Performance-based fees · $50.4 billion AUMSEC registeredNo commissions reportedMidway Capital Research & Management LLC400 North Michigan Avenue, Suite 1018 · Chicago, IL 60611 · (312) 445-8562 · Financial planningCRD 147139 · % of assets, Hourly charges, Fixed fees · $110.4 million AUMSEC registeredNo commissions reportedMilestone Money2000 N Racine Ave, Suite 2180 · Chicago, IL 60614 · (312) 815-8335 · Financial planningCRD 319203 · % of assets, Fixed fees · $56.0 million AUMState registeredNo commissions reportedMitchell Vaught & Taylor INC53 W. Jackson Suite 901 · Chicago, IL 60604 · (312) 922-1717 · Financial planningCRD 106160 · % of assets, Hourly charges · $42.4 million AUMSEC registeredNo commissions reportedMonroe Financial INC.1132 S Wabash Ave Ste 605 · Chicago, IL 60605 · (312) 906-7166 · Financial planningCRD 304658 · % of assets, Hourly charges · $8.3 million AUMState registeredNo commissions reportedMws Capital Consultants LLC750 North State Street, 7th Floor · Chicago, IL 60654 · (773) 412-4302 · Financial planningCRD 125061 · % of assets · $193.7 million AUMSEC registeredNo commissions reportedNorth Star Investment Management Corporation20 N. Wacker Drive, Suite 2027 · Chicago, IL 60606 · (312) 580-0900 · Financial planningCRD 117681 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedNorthern Trust Securities, INC333 S. Wabash Avenue, 34th Floor · Chicago, IL 60604 · (312) 630-6000 · Financial planningCRD 7927 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedOak Family Advisors, LLC150 North Wacker Drive, Suite 1760 · Chicago, IL 60606 · (312) 373-7221 · Financial planningCRD 141332 · % of assets, Fixed fees · $621.0 million AUMSEC registeredNo commissions reportedOne Wild Life Advisors LLC4848 N Damen Ave · Chicago, IL 60625 · (312) 666-7587 · Financial planningCRD 333774 · % of assets, Hourly charges, Fixed fees · $40.2 million AUMState registeredNo commissions reportedPeak Wealth Planning, LLC4311 North Ravenswood Ave, Suite 217 · Chicago, IL 60613 · (217) 303-5040 · Financial planningCRD 170262 · % of assets, Hourly charges, Fixed fees · $66.1 million AUMState registeredNo commissions reportedPekin Hardy Strauss, INC.227 West Monroe Street, Suite 3625 · Chicago, IL 60606 · (312) 554-7525 · Financial planningCRD 107310 · % of assets · $1.6 billion AUMSEC registeredNo commissions reportedPermanent Capital Management, LP217 N. Sangamon Street, 1001 · Chicago, IL 60607 · (773) 343-4697 · Financial planningCRD 328318 · % of assets, Fixed fees · $768.9 million AUMSEC registeredNo commissions reportedPort Capital LLC180 North Stetson Avenue, Suite 5700 · Chicago, IL 60601 · (312) 788-2400 · Financial planningCRD 206517 · % of assets · $2.9 billion AUMSEC registeredNo commissions reportedQuincy Wells Advisors, LLC145 South Wells, Ste 1301 · Chicago, IL 60606 · (312) 356-4875 · Financial planningCRD 307477 · % of assets, Hourly charges, Fixed fees · $87.3 million AUMSEC registeredNo commissions reportedRcm Wealth Advisors318 W Adams St, 10th Floor · Chicago, IL 60606 · (866) 903-1822 · Financial planningCRD 153641 · % of assets, Hourly charges, Fixed fees · $388.8 million AUMSEC registeredNo commissions reportedRebellion Asset Management, LLC223 W Jackson Blvd., Suite 500 · Chicago, IL 60606 · (312) 878-3147 · Financial planningCRD 282209 · % of assets · $91.8 million AUMState registeredNo commissions reportedRetirement Plan Advisors, LLC29 E. Madison St., Suite 500 · Chicago, IL 60602 · (312) 701-1100 · Financial planningCRD 122758 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedRise Investment Management, LLC134 N Lasalle St, Ste 1760 · Chicago, IL 60602 · (312) 620-4492 · Financial planningCRD 333576 · % of assets, Hourly charges, Fixed fees · $48.6 million AUMState registeredNo commissions reportedRiverbend Planning Group LLC211 W. Wacker Dr., Suite 325 · Chicago, IL 60606 · (312) 781-2112 · Financial planningCRD 167187 · % of assets, Hourly charges, Fixed fees · $39.1 million AUMState registeredNo commissions reportedRiverpoint Wealth Management200 South Wacker Drive, Suite 2330 · Chicago, IL 60606 · (312) 239-1330 · Financial planningCRD 168346 · % of assets, Fixed fees · $906.2 million AUMSEC registeredNo commissions reportedRothschild Investment311 South Wacker Drive, Suite 5900 · Chicago, IL 60606 · (312) 983-8900 · Financial planningCRD 728 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedSanta Barbara Management222 N. Lasalle Street, Suite 625 · Chicago, IL 60601 · (734) 604-9891 · Financial planningCRD 334801 · % of assets, Fixed fees, Other · $530.2 million AUMSEC registeredNo commissions reportedSerenity Investment Advisors333 S. Wabash Ave., Suite 2700 · Chicago, IL 60604 · (312) 734-1415 · Financial planningCRD 307924 · % of assets, Fixed fees · $513.6 million AUMSEC registeredNo commissions reportedSignet Private Wealth, LLC150 S Wacker Drive, Suite 2400 · Chicago, IL 60606 · (312) 796-7546 · Financial planningCRD 290029 · % of assets, Hourly charges, Fixed fees · $189.7 million AUMSEC registeredNo commissions reportedSteward Advisors, LLC625 West Adams Street, Floor 19 · Chicago, IL 60661 · (630) 537-0111 · Financial planningCRD 156331 · % of assets, Hourly charges, Fixed fees · $160.7 million AUMSEC registeredNo commissions reportedStudio Investment Management1901 N. Clybourn Ave., Suite 202 · Chicago, IL 60614 · (312) 399-0828 · Financial planningCRD 158489 · % of assets, Fixed fees · $903.0 million AUMSEC registeredNo commissions reportedSullivan Mermel, INC.3744 N. Southport Unit G · Chicago, IL 60613 · (773) 404-9344 · Financial planningCRD 146266 · OtherState registeredNo commissions reportedTaiko Private Wealth225 W Randolph St Ste 3050 · Chicago, IL 60606 · (312) 300-4781 · Financial planningCRD 329909 · % of assets · $514.8 million AUMSEC registeredNo commissions reportedTallwoods Partners, LLC15 W Hubbard St, Suite 500 · Chicago, IL 60654 · (312) 283-3697 · Financial planningCRD 168865 · % of assets, Fixed fees, Performance-based fees · $569.4 million AUMSEC registeredNo commissions reportedTaos Investment Advisors, LLC2167 B South China Place · Chicago, IL 60616 · (312) 842-9892 · Financial planningCRD 158056 · % of assets, Hourly charges · $78.9 million AUMState registeredNo commissions reportedThe Mather Group, LLC353 N. Clark Street, Suite 2775 · Chicago, IL 60654 · (888) 537-1080 · Financial planningCRD 156005 · % of assets, Hourly charges, Fixed fees · $13.4 billion AUMSEC registeredNo commissions reportedThe Mosaic Financial Group, LLC225 W. Randolph Street, Suite 2425 · Chicago, IL 60606 · (312) 255-5490 · Financial planningCRD 109816 · % of assets, Hourly charges, Fixed fees · $948.7 million AUMSEC registeredNo commissions reportedUrban Financial Advisory Corporation33 N. La Salle St., Suite 1210 · Chicago, IL 60602 · (312) 379-0150 · Financial planningCRD 110057 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedValor Advisers5919 W. Montrose Ave · Chicago, IL 60634 · (773) 609-4755 · Financial planningCRD 301292 · % of assets, Hourly charges, Subscription fees · $1.7 million AUMState registeredNo commissions reportedVector7 Capital420 W Grand Ave, Suite 1b · Chicago, IL 60654 · (312) 500-6440 · Financial planningCRD 341471 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedVersatile Capital Management L.L.C.140 South Dearborn, Suite 1000 · Chicago, IL 60603 · (312) 981-9848 · Financial planningCRD 173611 · % of assets, Other · $130.1 million AUMSEC registeredNo commissions reportedVertis Wealth, LLC875 North Michigan Ave., Unit 3940 · Chicago, IL 60611 · (774) 874-3686 · Financial planningCRD 307270 · % of assets, Other · $140.7 million AUMSEC registeredNo commissions reportedVestgen Advisors, LLC1 North Franklin, Suite 1850 · Chicago, IL 60606 · (312) 237-4446 · Financial planningCRD 318657 · % of assets, Hourly charges, Fixed fees · $6.7 billion AUMSEC registeredNo commissions reportedVestor Capital, LLC10 S. Riverside Plaza, Suite 1400 · Chicago, IL 60606 · (312) 641-2400 · Financial planningCRD 165855 · % of assets, Fixed fees, Other · $2.3 billion AUMSEC registeredNo commissions reportedWavvest Wealth24 East Washington St., Suite 875 · Chicago, IL 60602 · (630) 699-8602 · Financial planningCRD 332096 · % of assets · $268.5 million AUMSEC registeredNo commissions reportedWilliam Blair & Company L.L.C.150 North Riverside Plaza · Chicago, IL 60606 · (312) 236-1600 · Financial planningCRD 1252 · % of assets, Fixed fees · $64.3 billion AUMSEC registeredNo commissions reportedZacks Intelligence LLC101 N Wacker Dr, Suite 1500 · Chicago, IL 60606 · (312) 265-9500 · Financial planningCRD 333798 · % of assets, Subscription fees, Other · $2 AUMSEC registeredNo commissions reportedZacks Investment Management, INC.101 N. Wacker Drive, Suite 1500 · Chicago, IL 60606 · (312) 265-9266 · Financial planningCRD 110897 · % of assets, Fixed fees, Performance-based fees · $14.6 billion AUMSEC registeredNo commissions reportedZuckerman Investment Group155 North Wacker Drive, Suite 1700 · Chicago, IL 60606 · (312) 948-8000 · Financial planningCRD 137785 · % of assets · $2.2 billion AUMSEC registeredNo commissions reported