Deerfield, IL logo

Deerfield, IL Office

Team
Updated today
E. A. Horwitz LLC logo

E. A. Horwitz LLC

Team

Firm-wide stats for E. A. Horwitz LLC

Total advisors

10

Across 6 offices

Clients per advisor

35 Low

Avg AUM per client

$760,377 Low

HNW client ratio

0% Very Low

About

E.A. Horwitz, LLC is a team-based registered investment adviser with ten advisors managing roughly $273 million for several hundred individual clients. The firm provides portfolio management alongside financial planning services — including retirement, college, estate planning, insurance and cash-flow advice — and states it monitors accounts at least monthly and encourages quarterly reviews (Form CRS and ADV).

The brochure describes a conservative, principal-preservation investment approach with individualized portfolios and active trading capabilities (including a firm-run bond trading desk and the manager’s use of options as a tool). It discloses both percentage-of-AUM fee arrangements and a wrap-fee program, and notes a custodial relationship recommendation with Schwab that brings platform services and potential conflicts of interest.

Compared with many peers, the firm expressly operates as a wrap-fee program sponsor and includes performance-related language in its materials (describing a “proven record of service”), which the ADV highlights as part of its marketing and disclosures. The adviser also features multiple credentialed specialists (C.A.P., CPA, CIMA), long-tenured staff with active FINRA committee involvement and OSJ responsibilities, and its reported client mix is not concentrated in high‑net‑worth households — an atypical profile for a team of this size.

Based on E. A. Horwitz LLC

Expertise

Equity compensation tax strategy College savings (529s, UTMA, etc.) Active portfolio management

Based on E. A. Horwitz LLC

Occupation focus

Retired Founder/Business Owner Executive

Based on E. A. Horwitz LLC

Location

1650 Lake Cook Rd., Suite 190

Deerfield IL 60015

Advisors at this office

5

Advisors at this office

user avatar

Ashley A

Series 66

Deerfield, IL

E. A. Horwitz LLC

Ashley Armenta is a financial advisor at E. A. Horwitz LLC with 14 years of industry experience. She holds the Series 66 designation and previously worked at Western International Securities, Inc. for 10 years. Armenta has been with E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, employing a generally conservative, principal-preservation investment approach tailored to individual needs. The firm integrates options and fixed-income trading to manage risk and generate income while coordinating with other professionals and maintaining formal training and supervision for its advisors.

Equity compensation tax strategy College savings (529s, UTMA, etc.) Active portfolio management Retired Founder/Business Owner Executive
user avatar

Pei L

Series 66

Deerfield, IL

E. A. Horwitz LLC

Pei Liu is a financial advisor at E. A. Horwitz LLC with 14 years of industry experience and holds a Series 66 designation. Prior to joining E. A. Horwitz in 2017, Liu worked at Western International Securities, BFC Planning, Berthel, Fisher & Company Financial Services, and Morgan Stanley. E. A. Horwitz LLC is a team-based registered investment adviser with ten advisors managing approximately $273 million for several hundred individual clients. The firm offers portfolio management and financial planning services with a conservative, principal-preservation investment approach and individualized portfolios.

Equity compensation tax strategy College savings (529s, UTMA, etc.) Active portfolio management Retired Founder/Business Owner Executive
user avatar

Jakob H

Series 66

Deerfield, IL

E. A. Horwitz LLC

Jakob Horwitz is a financial advisor with E. A. Horwitz LLC, holding a Series 66 designation and six years of industry experience. He has worked at LaSalle St. Securities, LLC, Western International Securities, Inc., and Peppermill Casino prior to his current roles. Horwitz serves on the FINRA SIE writing committee. E. A. Horwitz LLC is a team-based registered investment adviser with ten advisors managing approximately $273 million for several hundred individual clients. The firm offers portfolio management and financial planning services with a conservative, principal-preservation investment approach, individualized portfolios, and active trading capabilities.

Equity compensation tax strategy College savings (529s, UTMA, etc.) Active portfolio management Retired Founder/Business Owner Executive
user avatar

Edward H

Series 63, Series 65

Deerfield, IL

E. A. Horwitz LLC

Edward Horwitz is the president of E. A. Horwitz LLC with 34 years of industry experience. He has worked at LaSalle St. Securities, LLC, Westerm International Securities, Inc., and has led his own firms, including Horwitz & Associates since 1991. Outside of his advisory roles, he serves as chair of Sigma Alpha Epsilon Investments, oversees scholarship awards as RMCC Scholarship Chair, and is treasurer on the board of The Lodge of Northbrook. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients. The firm employs a conservative, principal-preservation investment approach tailored to client needs and integrates tools such as options and fixed-income trading to manage risk and generate income.

Equity compensation tax strategy College savings (529s, UTMA, etc.) Active portfolio management Retired Founder/Business Owner Executive
user avatar

Robert Y

Series 63, Series 66

Deerfield, IL

E. A. Horwitz LLC

Robert Youman is a financial advisor at E. A. Horwitz LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with E. A. Horwitz since 2016. He also serves as a board member of Finward Bancorp, a bank holding company. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm combines small-firm client service with institutional trading and compliance infrastructure.

Equity compensation tax strategy College savings (529s, UTMA, etc.) Active portfolio management Retired Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)