Adam
Rudolph
Strategic Wealth Partners
Answer a few questions and
get matched with an advisor.
About this Advisor
Adam Rudolph is a certified financial planner operating in Deerfield, Illinois who has 5 years of relevant experience. Rudolph currently works for Strategic Wealth Partners. Their career trajectory has included roles at Balasa Dinverno Foltz LLC, Morgan Stanley, Potbelly Sandwich Shop, University Of Wisconsin-Madison, Gresham Partners and Strategic Wealth Partners. Rudolph maintains a Series 65 license, designating them as an investment advisor representative, and is able to work in Illinois. Strategic Wealth Partners is an advisory business operating out of Deerfield, IL. It has a total of 40 employees. It controls $3 billion in assets between its 4,459 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 4,459 customer accounts, 54% are associated with high-net-worth clients who have at least $1 million in assets. Strategic Wealth Partners has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types charged by Strategic Wealth Partners likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Strategic Wealth Partners Brokerage Details
$3,036,174,056
40
4,459
$680,909
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Adam Rudolph Work History
Adam has been registered as a financial advisor for 5 years.*
Strategic Wealth Partners
Gresham Partners
Balasa Dinverno Foltz LLC
Morgan Stanley
Potbelly Sandwich Shop
University Of Wisconsin-Madison
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Rudolph to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Wealth Partners
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
