Avellino Financial Advisors, Inc.

Avellino Financial Advisors, Inc. (CRD# 164805) is a financial advisory firm headquartered in Chicago, IL. They manage $28,882,736 in 91 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $317,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, HI, ID, IL, IN, KS, KY, MI, MN, MO, ND, OH, OK, OR, PA, SD, TX, UT, WA

Financial Advisors at Avellino Financial Advisors, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Earl C. Stevenson
CRD#: 1042802
Uniontown, PA
96
Wealthminder
score

Earl Stevenson (CRD# 1042802) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Uniontown, PA and has over 35 years of experience in the finance industry.

2
William J. Lillwitz
CRD#: 1255042
105 West Adams Street, # 3700, Chicago, IL 60603
93
Wealthminder
score

William Lillwitz (CRD# 1255042) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Chicago, IL and has over 4 years of experience in the finance industry. William Lillwitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James R. Lofgren
CRD#: 311695
105 West Adams Street, # 3700, Chicago, IL 60603
93
Wealthminder
score

James Lofgren (CRD# 311695) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Chicago, IL and has over 38 years of experience in the finance industry.

4
Richard S. Rodgers
CRD#: 6555093
Murrieta, CA
89
Wealthminder
score

Richard Rodgers (CRD# 6555093) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Murrieta, CA and has over 2 years of experience in the finance industry.

5
Stephen J. Decovic
CRD#: 6767077
17901 Woerth Cv, Pflugerville, TX 78660
87
Wealthminder
score

Stephen Decovic (CRD# 6767077) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Pflugerville, TX and has 1 year of experience in the finance industry.

6
Michael F. Dunne
CRD#: 1676474
105 West Adams Street, # 3700, Chicago, IL 60603
63
Wealthminder
score

Michael Dunne (CRD# 1676474) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.

7
Richard L. Burgess
CRD#: 5081642
105 West Adams Street, # 3700, Chicago, IL 60603
56
Wealthminder
score

Richard Burgess (CRD# 5081642) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Chicago, IL and has over 12 years of experience in the finance industry.

8
David M. Apted
CRD#: 1255773
105 West Adams Street, # 3700, Chicago, IL 60603
24
Wealthminder
score

David Apted (CRD# 1255773) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Chicago, IL and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.