A complete list of active advisors currently associated with Roberts, Glore & Co.
Warmer can help you find a great advisor at Roberts, Glore & Co. or one who fits your needs even better.
Roberts, Glore & Co. provides fee-only investment advisory services to individuals (including high-net-worth clients), trusts, family offices, corporate pensions, and nonprofit organizations in both discretionary and non-discretionary arrangements. The firm manages roughly $938 million in client assets and offers tailored portfolio management alongside periodic financial planning and estate-related services. RGCO constructs customized portfolios across common stocks, bonds, cash equivalents, and a limited allocation to alternative assets, relying primarily on fundamental analysis (cash flow and balance-sheet metrics, profitability measures) and position-level valuation assessments. Portfolio reviews are conducted regularly and the firm typically uses mutual funds and ETFs when they believe passive exposure or diversification is preferable, while favoring mid- and large-cap equities and holding many fixed-income positions to maturity unless circumstances change. The firm’s brochure discloses an uncommon sub-advisory role, providing non-discretionary investment advice to clients of another registered adviser (Tilden, Loucks & Woodnorth) and receiving compensation directly from that adviser rather than from those clients, a practice that places RGCO in the “other adviser clients” category. RGCO also documents a relationship with a broker-dealer (LaSalle St. Securities) through which it routinely recommends or executes trades and notes financial planning services that explicitly address insurance, reflecting an insurance broker/agent affiliation that is less common among peer team firms.
To learn more about the advisors currently working at Roberts, Glore & Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Deerfield, IL
| 7
| |
Deerfield, IL
| 31
| |
Deerfield, IL
| 20
| |
Deerfield, IL
| 35
| |
Deerfield, IL
| 23
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")