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Find Best Financial Advisors in Lombard, 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 Lombard is a tedious task to do. give you extensive options to compare best advisors in Lombard & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Lombard?

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

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

List of Qualified Financial Advisors in Lombard, Illinois


Kyle Nolan

Edelman Financial Engines, LLC

1515 W. 22nd Street Suite 850W

Oak Brook, IL 60523



Rob Kirvan

Advanced Planning Advisors

2135 City Gate Lane
Suite 300

Naperville, IL 60563



Timothy Creath

Creath Financial Services

903 Sienna Drive

Schaumburg, IL 60193



John Wedell

Robert W Baird

2205 Point Boulevard, #150

Elgin, IL 60123



David Steger

The AdvisoryOne Group

200 West Adams Street Suite 2450

Chicago, IL 60606



Paul Raab

Edelman Financial Engines, LLC

3100 Sanders Road
Suite 125

Northbrook, IL 60062



Jim Hagedorn

Chicago Partners

1 N. Wacker Dr.

Chicago, IL 60606



Personal Capital

Personal Capital


Chicago, IL 60601


Top Financial Advisor Firms in Illinois (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
1900 S. Highland Avenue, Suite 100 Lombard, IL 60148
145706 $7,399,287,639 16997 A percentage of AUM
Fixed fees
377 E. Butterfield Road, Suite 220 Lombard, IL 60148
309050 $940,039,569 358 A percentage of AUM
Performance Based
700 E. Butterfield Road, Ste 320 Lombard, IL 60148
107772 $0 0 Hourly charges
Fixed fees

Additional Financial Advisors in Illinois

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Fifth Third Preferred
Inquire with Fifth
211 West St. Charles Road, Lombard, IL 60148 630-424-2813
LT Family Financial
Inquire with LT
1919 South Highland Avenue, Suite B328 Lombard, IL 60148 630-613-8945
Edward Jones
Inquire with Edward
1281 South Main Street, Lombard, IL 60148 630-691-8142
Fifth Third Preferred
Inquire with Fifth
211 West St. Charles Road, Lombard, IL 60148 630-282-1231

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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