William Blair & Company
47yrs
Top advisor by experience in Illinois
New
Aaron Self
Financial advisor at Cresset Asset Management
Aaron Self is a financial advisor in Chicago, Illinois, registered since Jun 2026. Aaron joined Cresset Asset Management in 2026, a firm offering financial planning, investment management, and private fund management. Aaron holds the CFP® designation.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office444 W. Lake Street Suite 4700, Chicago, IL 60606
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$14.7 million
Advisors at the firm211
States licensed ?1 state
Services through Cresset Asset Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jun 2026 – nowCresset Asset Management, LLCCurrent firm
Contact Aaron
(312) 429-2400Cresset Asset Management main office 444 W. Lake Street Suite 4700Chicago, IL 60606Office · Get directions
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Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Aaron
How do I contact Aaron?
Call Cresset Asset Management at (312) 429-2400 and ask for Aaron Self. Aaron works from the Chicago, IL office.
How long has Aaron been a financial advisor?
Aaron is new to the profession, registered since Jun 2026, and holds 0 licenses.
What licenses does Aaron hold?
No exams are listed on the official record.
Is Aaron a fiduciary?
Aaron is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Aaron paid?
Cresset Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Aaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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