Finding a Top Financial Advisor Firm in Aurora, Illinois
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||River Street Advisors, LLC. Find an Advisor||$186,302,825||$250,000|| || |
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:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is accurate as of the writing of this article. 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.
River Street Advisors, LLC.
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.
The advisor team holds multiple certifications, including certified financial planner (CFP) and chartered financial analyst (CFA) designations.
RSA generally requires a minimum account of $250,000 for assets under management. It typically charges a minimum annual fee of $2,500, which is 1% of the minimum account requirement.
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.