Finding a Top Financial Advisor Firm in Aurora, Illinois
Handing control of your assets to a financial advisor firm can be a nerve-racking event, so it’s crucial to make sure you find the right advisor for your needs. Our financial advisor matching tool is another way to find an advisor. It pairs with up to three vetted advisors who serve your area.
Find a Fiduciary Financial Advisor
We match more than 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | River Street Advisors, LLC.  Find an Advisor | $204,601,868 | $250,000 |
| Minimum Assets$250,000Financial Services
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What We Use in Our Methodology
To find the top financial advisors in Aurora, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
River Street Advisors
River Street Advisors, LLC (RSA) manages assets primarily for non-high-net-worth and high-net-worth individuals, as well as charitable organizations and corporations.
As a fee-only firm, RSA does not collect commissions on trades or the sale of certain products. RSA generally requires a minimum account of $250,000.
Its team of eight advisors holds multiple certifications, including certified financial planner (CFP) and chartered financial analyst (CFA) designations.
River Street Advisor Background
RSA was founded in 2010 as a limited liability company. The firm’s parent company is Old Second National Bank.
Client services include financial planning, investment planning, retirement planning and estate planning.
River Street Advisor Investment Strategy
RSA identifies and implements different methods of analysis to create specific investment strategies for clients. These include quantitative methods for optimizing client portfolios, computer-based risk and return analysis, technical analysis and statistical or computer models based on long-term economic criteria.
