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Find Best Financial Advisors in Chicago, Illinois

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Chicago is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Chicago & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Chicago?

Looking for a qualified financial advisor in Chicago? We can help you by narrowing down your options & listing the best financial advisors in Chicago as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Chicago near you with the list of certified and vetted Chicago financial advisors.

List of Qualified Financial Advisors in Chicago, Illinois

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Personal Capital

Personal Capital

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Chicago, IL 60601

650-556-1310

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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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Jim Hagedorn

Chicago Partners

1 N. Wacker Dr.

Chicago, IL 60606

312-375-3282

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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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Timothy Creath

Creath Financial Services

903 Sienna Drive

Schaumburg, IL 60193

224-353-3328

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John Wedell

Robert W Baird

2205 Point Boulevard, #150

Elgin, IL 60123

847-551-8184

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)
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
MORNINGSTAR INVESTMENT SERVICES LLC
22 West Washington Street, Chicago, IL 60602-1605
112525 $13,352,100,000 63674 A percentage of AUM
Fixed fees
Other (AUA AND SHAREHOLDER SERVICING FEES)
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)
HFR ASSET MANAGEMENT, L.L.C
10 South Riverside Plaza, Suite 700 Chicago, IL 60606
111705 $8,496,390,459 5 A percentage of AUM
Fixed fees
Performance Based
Other (ADMINISTRATIVE SERVICES FEE)
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
MATRIX CAPITAL ADVISORS, LLC
200 South Wacker Drive, Suite 680 Chicago, IL 60606
109523 $712,389,687 182 A percentage of AUM
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
NEW ENGLAND RESEARCH & MANAGEMENT, INC.
53 West Jackson Blvd, 603 Chicago, IL 60604
110739 $265,356,182 340 A percentage of AUM
Fixed fees
UHLMANN INVESTMENT MANAGEMENT, L.L.C.
303 West Madison Street, Suite 1700 Chicago, IL 60606
118025 $158,885,346 294 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
Anthony R. Severino
Inquire with Anthony
227 West Monroe St, Suite 3400 Chicago, IL 60606 312-648-3576
Brad DeHond
Inquire with Brad
233 S Wacker Dr, Ste 9200 Chicago, IL 60606 312-453-9111
Borders Financial
Inquire with Borders
1815 West Wilson Avenue, Chicago, IL 60640 312-291-1677
Brandon Schlesinger
Inquire with Brandon
233 S Wacker Dr, Ste 8600 Chicago, IL 60606 312-443-6094
Bill Ramette
Inquire with Bill
233 S Wacker Dr, Ste 8600 Chicago, IL 60606 312-827-6705
Brian Kadlec
Inquire with Brian
233 S Wacker Dr, Suite 8600 Chicago, IL 60606 312-419-3365
Asif S Fakroddin
Inquire with Asif
227 West Monroe St, Suite 3400 Chicago, IL 60606 312-648-3541

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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