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๐Ÿคซ Directory ยท consent-first

Near 60014. Crystal Lake.

24 financial advisors & firms and 6 insurance agents verified near Crystal Lake, IL โ€” every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 60014

American Community Wealth Management, LLC0 mi

RIA firm ยท Crystal Lake, IL 60014 ยท Registered investment adviser ยท $195M AUM

CRD 147376 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Piershale Wealth Management, LLC0 mi

RIA firm ยท Crystal Lake, IL 60014 ยท Registered investment adviser ยท $27M AUM

CRD 312770 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sansone CPA & Financial0 mi

RIA firm ยท Crystal Lake, IL 60014 ยท Registered investment adviser

CRD 338455 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Hendricks Wealth and Estate Management4.7 mi

RIA firm ยท Algonquin, IL 60102 ยท Registered investment adviser ยท $536M AUM

CRD 289593 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Significant Wealth Partners LLC4.8 mi

RIA firm ยท Cary, IL 60013 ยท Registered investment adviser ยท $126M AUM

CRD 293060 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Heritage Strategic Wealth, LLC4.8 mi

RIA firm ยท Cary, IL 60013 ยท Registered investment adviser ยท $46M AUM

CRD 338025 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
James T. Borello & CO.8.4 mi

RIA firm ยท East Dundee, IL 60118 ยท Registered investment adviser ยท $514M AUM

CRD 16860 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Assured Advisory Group, LLC8.4 mi

RIA firm ยท East Dundee, IL 60118 ยท Registered investment adviser ยท $87M AUM

CRD 316449 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kinnamon & Associates LTD II10.2 mi

RIA firm ยท Barrington, IL 60010 ยท Registered investment adviser ยท $118M AUM

CRD 106701 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Essex LLC10.2 mi

RIA firm ยท Deer Park, IL 60010 ยท Registered investment adviser ยท $649M AUM

CRD 108352 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vermillion Financial Advisors, INC.10.2 mi

RIA firm ยท South Barrington, IL 60010 ยท Registered investment adviser ยท $387M AUM

CRD 119239 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Woodfield Financial Advisors, INC.10.2 mi

RIA firm ยท Deer Park, IL 60010 ยท Registered investment adviser ยท $230M AUM

CRD 123279 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Timothy J Mcdonald CPA Cfp10.2 mi

RIA firm ยท Lake Barrington, IL 60010 ยท Registered investment adviser ยท $65M AUM

CRD 125211 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Trader Wealth Management, LLC10.2 mi

RIA firm ยท Barrington, IL 60010 ยท Registered investment adviser ยท $93M AUM

CRD 147190 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Retirement Matters, INC.10.2 mi

RIA firm ยท Barrington, IL 60010 ยท Registered investment adviser ยท $25M AUM

CRD 167152 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sequoia Wealth Management, LLC10.2 mi

RIA firm ยท Barrington, IL 60010 ยท Registered investment adviser ยท $600M AUM

CRD 170543 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Clearview Wealth Solutions, LLC10.2 mi

RIA firm ยท Barrington, IL 60010 ยท Registered investment adviser ยท $42M AUM

CRD 171996 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Virtue Asset Management LLC10.2 mi

RIA firm ยท Barrington, IL 60010 ยท Registered investment adviser ยท $211M AUM

CRD 283438 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Financial Design Studio, INC.10.2 mi

RIA firm ยท Deer Park, IL 60010 ยท Registered investment adviser ยท $106M AUM

CRD 286686 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Carter Financial Group, INC.10.2 mi

RIA firm ยท Barrington, IL 60010 ยท Registered investment adviser ยท $382M AUM

CRD 301025 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Illuminate Wealth Management10.2 mi

RIA firm ยท Barrington, IL 60010 ยท Registered investment adviser ยท $168M AUM

CRD 306411 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
MT Financial Planning10.2 mi

RIA firm ยท Lake Barrington, IL 60010 ยท Registered investment adviser ยท $36M AUM

CRD 307686 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Simplified Wealth Management, LLC10.2 mi

RIA firm ยท Barrington, IL 60010 ยท Registered investment adviser ยท $23M AUM

CRD 312513 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Barzideh & Nadeau Wealth Management LLC10.2 mi

RIA firm ยท Barrington, IL 60010 ยท Registered investment adviser ยท $60M AUM

CRD 334876 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 60014

Price Insurance (now EPIC Private Client)23.8 mi

Insurance ยท Lake Forest, IL 60045 ยท 4th-generation family agency (est. 1937); affluent North Shore personal lines; acquired by EPIC's Private Client practice (2025)

This is you? Claim itclaimable & removable by its owner
Webb Insurance Group23.8 mi

Insurance ยท Lake Forest, IL 60045 ยท Independent agency, personal and commercial lines, 250 E Illinois Rd

This is you? Claim itclaimable & removable by its owner
Jeff Smith23.8 mi

Insurance ยท State Farm ยท Lake Forest, IL 60045 ยท Home, auto, life in Lake Forest

This is you? Claim itclaimable & removable by its owner
Craig Perry23.8 mi

Insurance ยท State Farm ยท Lake Forest, IL 60045 ยท Home, auto, life; 20+ years serving Lake Forest

This is you? Claim itclaimable & removable by its owner
Chap Waters23.8 mi

Insurance ยท State Farm ยท Lake Forest, IL 60045 ยท Home, auto, life in Lake Forest

This is you? Claim itclaimable & removable by its owner
Hill & Stone Insurance Agency24.3 mi

Insurance ยท Lake Bluff, IL 60044 ยท Est. 1912; high-value/coastal homes, antique autos, fine art, collections, umbrella; serves Lake Bluff, Lake Forest, Kenilworth, Wilmette

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Crystal Lake, IL.

  • Barrington, IL10 mi
  • Palatine, IL16 mi
  • Hoffman Estates, IL17 mi
  • Schaumburg, IL17 mi
  • Schaumburg, IL19 mi
  • Buffalo Grove, IL19 mi
  • Rolling Meadows, IL19 mi
  • Libertyville, IL20 mi
  • St. Charles, IL21 mi
  • Lincolnshire, IL21 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing โ€” always confirm licensure directly with the regulator.

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