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Find The Best Financial Advisors in Oak Brook, Illinois

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 Oak Brook is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Oak Brook & pick the one as per your needs

How To Find The Best Financial Advisors in Oak Brook, Illinois
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Oak Brook, Illinois, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and 9 non-vetted financial advisors in Oak Brook, Illinois, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Oak Brook, Illinois have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Oak Brook, Illinois

Mark Ackerman

Ackerman Wealth Management

331-264-1565

Address

1211 West 22nd Street,
Suite 209,
Oak Brook, IL 60523 See Details

Kate Baness

HighPoint Planning Partners

847-600-9626

Address

2655 Warrenville Road,
Suite 110,
Downers Grove, IL 60515 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Steve Harrison

Prudential

630-877-4534

Address

10275 W Higgins Road, Suite 200,
Rosemont, IL 60018 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

18927 Hickory Creek Drive,
Suite 310,
Mokena, IL 60448 See Details

Savant Wealth Management

773-697-9528

Address

Randy Dippell

Milestone Money

312-815-8335

Address

1165 N Clark St #700,
Chicago, IL 60610 See Details

Christopher Barberini

Lakeshore Capital Group

847-701-0400

Address

1811 Hicks Rd. Suite A,
Rolling Meadows, IL 60008 See Details

Wesley Kotys

Kotys Wealth Professionals

219-465-6924

Address

1111 Glendale Blvd.,
Suite 105,
Valparaiso, IN 46383 See Details

Top Financial Advisor Firms in Oak Brook, Illinois (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
JVM CAPITAL L.L.C. 903 Commerce Drive, Suite 250 Oak Brook, IL, 60523	170207	$1,473,526,500	7	Commission Based, Performance Based, Other (TRANSACT, ADMIN, GUARANTY, FINANCING, AM, PROPERTY/CONSTRUCT FEE)
CHICAGO OAKBROOK FINANCIAL GROUP 903 Commerce Drive,, Suite 300 Oak Brook, IL, 60523	333344	$907,280,235	1116	A percentage of AUM, Hourly charges, Fixed fees
HUIZENGA CAPITAL MANAGEMENT, LLC 2215 York Road, Suite 500 Oak Brook, IL, 60523-4014	156524	$774,834,854	16	A percentage of AUM, Performance Based, Other (% OF COMMITMENT OR CONTRIBUTED CAPITAL)
ROCK ISLAND CAPITAL 1415 W 22nd Street, Suite 1250 Oak Brook, IL, 60523	161623	$590,904,000	15	A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
NORTH BRANCH CAPITAL MANAGEMENT, L.P. 2215 York Road, Suite 420, Oak Brook, IL, 60523	307344	$430,100,000	6	A percentage of AUM, Performance Based
WATERSHED PRIVATE WEALTH LLC 1415 W. 22nd Street, Tower Floor Oak Brook, IL, 60523	316408	$302,042,079	505	A percentage of AUM, Fixed fees
STONEBRIDGE WEALTH MANAGEMENT LLC 1010 Jorie Blvd, Suite 144 Oak Brook, IL, 60523	285693	$213,741,113	943	A percentage of AUM, Hourly charges, Fixed fees
TALL PINES CAPITAL, LLC 1010 Jorie Blvd., Suite 144 Oak Brook, IL, 60523	286089	$17,436,780	73	A percentage of AUM, Performance Based
INVESTMENT CONSULTING SERVICES, LLC 2215 York Road, Suite 206 Oak Brook, IL, 60523	122064	$0	0	A percentage of AUM, Fixed fees, Other (POOLED EMPLOYER PLAN CLIENTS-ASSET BASED FEES)

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Find The Best Financial Advisors in Oak Brook, Illinois

How To Find The Best Financial Advisors in Oak Brook, IllinoisLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Oak Brook, Illinois

Ackerman Wealth Management

Address

HighPoint Planning Partners

Address

Address

Prudential

Address

Address

Address

Milestone Money

Address

Lakeshore Capital Group

Address

Kotys Wealth Professionals

Address

Top Financial Advisor Firms in Oak Brook, Illinois (Ranked by AUM)

Select other cities around Oak Brook, Illinois to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Oak Brook, Illinois
Last Updated - 13-Jun-2023

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