Strategic Wealth Partners

Strategic Wealth Partners (CRD# 174052) is a financial advisory firm headquartered in Deerfield, IL. They manage $3,036,174,056 in 4,459 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,036
    MILLION
  • Total Number of Accounts
    4,459
    ACCOUNTS
  • Average Account Value
    $680,909
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WI

Financial Advisors at Strategic Wealth Partners
Showing 11 - 20 of 22 top financial advisors.
11
Neal H. Price
CRD#: 2119194
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

Neal Price (CRD# 2119194) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 32 years of experience in the finance industry.

12
Cory G. Rappaport
CRD#: 7014321
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

Cory Rappaport (CRD# 7014321) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 5 years of experience in the finance industry.

13
Ruben R. Rivas
CRD#: 6277242
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

Ruben Rivas (CRD# 6277242) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 7 years of experience in the finance industry.

14
Adam R. Shemaria
CRD#: 6531584
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

Adam Shemaria (CRD# 6531584) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 8 years of experience in the finance industry.

15
Merrick Singer
CRD#: 6648612
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

Merrick Singer (CRD# 6648612) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 4 years of experience in the finance industry.

16
Joseph K. Thompson
CRD#: 6419307
One Park Plaza 11270 W. Park Place, Suite 900, Milwaukee, WI 53224

Joseph Thompson (CRD# 6419307) is an Investment Advisor Representative working at Strategic Wealth Partners in Milwaukee, WI and has over 9 years of experience in the finance industry.

17
Michael Tuber
CRD#: 5910278
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

Michael Tuber (CRD# 5910278) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 12 years of experience in the finance industry.

18
Vishaal Tummala
CRD#: 6692585
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

Vishaal Tummala (CRD# 6692585) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 7 years of experience in the finance industry.

19
Matthew A. Cox
CRD#: 7671086
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

Matthew Cox (CRD# 7671086) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has 1 year of experience in the finance industry.

20
Kathryn Doherty
CRD#: 7872116
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

Kathryn Doherty (CRD# 7872116) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has 1 year of experience in the finance industry.

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