Be advised. This firm is no longer registered.

Geneva Advisors, LLC

Geneva Advisors, LLC (CRD# 121629) is a financial advisory firm headquartered in Chicago, IL. They manage $7,825,269,163 in 13,564 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,825
    MILLION
  • Total Number of Accounts
    13,564
    ACCOUNTS
  • Average Account Value
    $576,915
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Geneva Advisors, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Matthew K. Scherer
CRD#: 2833362
181 W. Madison St, 35th Floor, Chicago, IL 60602
96
Wealthminder
score

Matthew Scherer (CRD# 2833362) is an Investment Advisor Representative working at Geneva Advisors, LLC in Chicago, IL and has over 20 years of experience in the finance industry.

2
Thomas V. Bruns
CRD#: 1482564
181 W. Madison St, 35th Floor, Chicago, IL 60602
93
Wealthminder
score

Thomas Bruns (CRD# 1482564) is an Investment Advisor Representative working at Geneva Advisors, LLC in Chicago, IL and has over 26 years of experience in the finance industry.

3
Mortimer G. Huber
CRD#: 251936
181 W. Madison, Suite 3575, Chicago, IL 60602
93
Wealthminder
score

Mortimer Huber (CRD# 251936) is an Investment Advisor Representative working at Geneva Advisors, LLC in Chicago, IL and has over 36 years of experience in the finance industry.

4
Randy M. Joseph
CRD#: 5789556
181 W. Madison St, 35th Floor, Chicago, IL 60602
93
Wealthminder
score

Randy Joseph (CRD# 5789556) is an Investment Advisor Representative working at Geneva Advisors, LLC in Chicago, IL and has over 7 years of experience in the finance industry.

5
Kevin M. Moore
CRD#: 5160069
181 W. Madison St, 35th Floor, Chicago, IL 60602
93
Wealthminder
score

Kevin Moore (CRD# 5160069) is an Investment Advisor Representative working at Geneva Advisors, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

6
Scott D. Zambon
CRD#: 2032307
181 W. Madison St, 35th Floor, Chicago, IL 60602
93
Wealthminder
score

Scott Zambon (CRD# 2032307) is an Investment Advisor Representative working at Geneva Advisors, LLC in Chicago, IL and has over 28 years of experience in the finance industry.

7
James L. Farrell
CRD#: 4836700
181 W. Madison St, 35th Floor, Chicago, IL 60602
90
Wealthminder
score

James Farrell (CRD# 4836700) is an Investment Advisor Representative working at Geneva Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

8
Timothy S. Musial
CRD#: 5314570
181 W. Madison St, 35th Floor, Chicago, IL 60602
90
Wealthminder
score

Timothy Musial (CRD# 5314570) is an Investment Advisor Representative working at Geneva Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

9
Joshua A. Walker
CRD#: 5270867
181 W. Madison St, 35th Floor, Chicago, IL 60602
90
Wealthminder
score

Joshua Walker (CRD# 5270867) is an Investment Advisor Representative working at Geneva Advisors, LLC in Chicago, IL and has over 4 years of experience in the finance industry.

10
Keith Malooley
CRD#: 6476701
181 W. Madison St, 35th Floor, Chicago, IL 60602
89
Wealthminder
score

Keith Malooley (CRD# 6476701) is an Investment Advisor Representative working at Geneva Advisors, LLC in Chicago, IL and has over 3 years of experience in the finance industry.

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