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Find The Best Financial Advisors in Illinois

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Illinois involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Illinois

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Illinois that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Illinois. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Illinois

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John Wedell

Robert W Baird

2205 Point Boulevard, #150

Elgin, IL 60123

847-551-8184

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Michael Stewart

Crystal Lake Tax & Financial Inc

451 Coventry Lane
Suite 102

Crystal Lake, IL 60014

815-526-3092

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Timothy Creath

Creath Financial Services

903 Sienna Drive

Schaumburg, IL 60193

224-353-3328

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David Steger

The AdvisoryOne Group

200 West Adams Street Suite 2450

Chicago, IL 60606

312-819-2403

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Mark S. La Spisa

Vermillion Financial Advisors

16 Executive Court,Suite 3

Barrington, IL 60010

847-382-9999

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Rob Kirvan

Advanced Planning Advisors

2135 City Gate Lane
Suite 300

Naperville, IL 60563

630-780-1099

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Kyle Nolan

Edelman Financial Engines, LLC

1515 W. 22nd Street Suite 850W

Oak Brook, IL 60523

630-756-5260

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Paul Raab

Edelman Financial Engines, LLC

3100 Sanders Road
Suite 125

Northbrook, IL 60062

224-521-5230

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Creekmur Wealth Advisors

Creekmur Wealth Advisors

805 W. Jackson St.
STE. #301

Morton, IL 61550

309-925-2043

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Jim Hagedorn

Chicago Partners

1 N. Wacker Dr.

Chicago, IL 60606

312-375-3282

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Anchor Wealth Management

Anchor Wealth Managment

4949 Harrison Ave
Ste 110

Rockford, IL 61063

815-201-5011

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Personal Capital

Personal Capital

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Chicago, IL 60601

650-556-1310

Top Financial Advisor Firms in Illinois (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
AON INVESTMENTS USA INC.
200 East Randolph Street, Suite 700 Chicago, IL 60601
105596 $153,864,581,604 309 A percentage of AUM
Hourly charges
Fixed fees
MORNINGSTAR INVESTMENT MANAGEMENT LLC
22 West Washington Street, Chicago, IL 60602
108031 $56,085,000,000 262749 A percentage of AUM
Fixed fees
Other (TECHNOLOGY LICENSING FEES, PERCENTAGE OF ASSETS UNDER ADVISEMENT)
CALAMOS ADVISORS LLC
2020 Calamos Court, Naperville, IL 60563-2787
105758 $41,993,109,481 1387 A percentage of AUM
Performance Based
UBS OCONNOR LLC
One North Wacker Drive, Floor 31, Chicago, IL 60606
108754 $20,520,615,594 37 A percentage of AUM
Performance Based
DRIEHAUS CAPITAL MANAGEMENT LLC
25 East Erie Street, Chicago, IL 60611-2703
105757 $15,170,938,597 79 A percentage of AUM
Performance Based
DUFF & PHELPS INVESTMENT MANAGEMENT CO.
200 South Wacker Drive, Suite 500 Chicago, IL 60606
107296 $12,231,648,111 57 A percentage of AUM
Performance Based
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.
125 South Wacker Drive, Suite 2400 Chicago, IL 60606
104604 $10,874,600,000 12 A percentage of AUM
Other (STAND ALONE CATHOLIC RESPONSIBLE INVESTING ("SRI") SERVICES)
BMO ASSET MANAGEMENT CORP.
115 South Lasalle Street, 11w Chicago, IL 60603
106466 $4,279,818,443 15 A percentage of AUM
Performance Based
ROTHSCHILD INVESTMENT CORPORATION
311 South Wacker Drive, Suite 5900 Chicago, IL 60606
728 $1,868,779,878 1812 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
NORTHERN TRUST SECURITIES, INC
50 S. Lasalle, Chicago, IL 60603-0001
7927 $860,963,856 1826 A percentage of AUM
Fixed fees
Commision Based
HARTLINE INVESTMENT CORPORATION
460 Winnetka Avenue, Suite 5 Winnetka, IL 60093
106923 $775,409,275 410 A percentage of AUM
CAPITAL RESOURCE MANAGEMENT,INC.
770 Lake Cook Rd, Suite 370 Deerfield, IL 60015-4920
106768 $540,552,070 148 A percentage of AUM
Hourly charges
Fixed fees
HEMSLEY ADVISORS, LTD.
311 S Wacker Drive, Suite 1525 Chicago, IL 60606
106414 $455,038,451 619 A percentage of AUM
Hourly charges
Fixed fees
TILDEN LOUCKS & WOODNORTH LLC
940 N Industrial Dr, Elmhurst, IL 60126
106713 $181,587,748 64 A percentage of AUM
Fixed fees
MONETTA FINANCIAL SERVICES INC
1776-A South Naperville Road, Suite 100 Wheaton, IL 60189-5831
105367 $135,768,246 2 A percentage of AUM

Additional Financial Advisors in Illinois

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Andrew D Griffo
Inquire with Andrew
227 West Monroe St, Suite 3400 Chicago, IL 60606 312-648-3512
Allan Ettinger
Inquire with Allan
227 West Monroe St.,Suite 3400, Chicago, IL 60606 312-917-7429
Brian F Hickey
Inquire with Brian
233 S Wacker Dr, Ste 8600 Chicago, IL 60606 312-419-3630
Bond Roth
Inquire with Bond
2211 York Rd, Ste 100 Oak Brook, IL 60523 630-573-9696
Aaron Turner
Inquire with Aaron
223 S Batavia Ave, Ste 202 Batavia, IL 60510 630-377-0804
Brett Proudfoot
Inquire with Brett
2211 York Rd, Ste 100 Oak Brook, IL 60523 630-573-9781
Anthony R. Severino
Inquire with Anthony
227 West Monroe St, Suite 3400 Chicago, IL 60606 312-648-3576
Ascent Financial Partners
Inquire with Ascent
28377 Davis Pkwy, Ste 601 Warrenville, IL 60555 630-225-4650
Brad DeHond
Inquire with Brad
233 S Wacker Dr, Ste 9200 Chicago, IL 60606 312-453-9111
"Ed" Edward Gorenz
Inquire with "Ed"
37 S. River St, Aurora, IL 60506 630-906-5467

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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