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Find Best Financial Advisors in Oak Brook, 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 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 Best Financial Advisors & Planners in Oak Brook?

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

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

List of Qualified Financial Advisors in Oak Brook, Illinois

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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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Rob Kirvan

Advanced Planning Advisors

2135 City Gate Lane
Suite 300

Naperville, IL 60563

630-780-1099

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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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Timothy Creath

Creath Financial Services

903 Sienna Drive

Schaumburg, IL 60193

224-353-3328

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Personal Capital

Personal Capital

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Chicago, IL 60601

650-556-1310

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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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Wesley Kotys

Kotys Wealth Professionals

1111 Glendale Blvd.
Suite 105

Valparaiso, IN 46383

219-465-6924

Top Financial Advisor Firms in 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 $1,301,500,000 8 Commision Based
Performance Based
Other (TRANSACT, ADMIN, GUARANTY, FINANCING, AM, PROPERTY/CONSTRUCT FEE)
HUIZENGA CAPITAL MANAGEMENT, LLC
2215 York Road, Suite 500 Oak Brook, IL 60523-4014
156524 $942,604,717 15 A percentage of AUM
Performance Based
Other (% OF COMMITMENT OR CONTRIBUTED CAPITAL, CONTINGENCY, TRANSACTION)
ROCK ISLAND CAPITAL
1415 W 22nd Street, Suite 1250 Oak Brook, IL 60523
161623 $607,000,000 12 A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)
LANDMARK CAPITAL INC.
1100 Jorie Blvd, Suite 364, Oak Brook, IL 60523-4415
123526 $269,306,672 298 A percentage of AUM
Hourly charges
ENSENIA WEALTH, LLC
2901 Butterfield Road, Oak Brook, IL 60523
109933 $255,241,707 28 A percentage of AUM
RED OAK CAPITAL MANAGEMENT, INC.
1415 W 22nd Street, Tower Floor Oak Brook, IL 60523
284188 $231,179,530 1256 A percentage of AUM
Commision Based
NORTH BRANCH CAPITAL MANAGEMENT, L.P.
2215 York Road, Suite 420, Oak Brook, IL 60523
307344 $229,330,658 5 A percentage of AUM
Performance Based
STONEBRIDGE WEALTH MANAGEMENT LLC
1010 Jorie Blvd, Suite 144 Oak Brook, IL 60523
285693 $184,622,321 815 A percentage of AUM
Hourly charges
Fixed fees
ALLIED ASSET ADVISORS INC
715 Enterprise Drive, Oak Brook, IL 60523
112441 $160,300,000 1 A percentage of AUM
WATERSHED PRIVATE WEALTH LLC
1415 W. 22nd Street, Tower Floor Oak Brook, IL 60523
316408 $102,400,000 137 A percentage of AUM
TALL PINES CAPITAL, LLC
1010 Jorie Blvd., Suite 144 Oak Brook, IL 60523
286089 $19,514,074 59 A percentage of AUM
Performance Based
INVESTMENT CONSULTING SERVICES, LLC
2215 York Road, Suite 206 Oak Brook, IL 60523
122064 $0 0 Other (AGGREGATE ANNUAL HARD DOLLAR FEES-NO ASSET BASE FEES ARE CHARGED)
INLAND INSTITUTIONAL CAPITAL, LLC
2901 Butterfield Road, Oak Brook, IL 60523
157789 $0 0 A percentage of AUM
Performance Based

Additional Financial Advisors in Illinois

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bond Roth
Inquire with Bond
2211 York Rd, Ste 100 Oak Brook, IL 60523 630-573-9696
Brett Proudfoot
Inquire with Brett
2211 York Rd, Ste 100 Oak Brook, IL 60523 630-573-9781
Brian Hammersley
Inquire with Brian
2211 York Rd, Ste 100 Oak Brook, IL 60523 630-203-6157
Ayesha Sarvana
Inquire with Ayesha
2211 York Rd, Ste 100 Oak Brook, IL 60523 630-573-9730
Brian T Enns
Inquire with Brian
2211 York Rd, Ste 100 Oak Brook, IL 60523 630-573-9689
Alchemy Financial Group
Inquire with Alchemy
1111 West 22nd Street, Suite 280 Oak Brook, IL 60523 630-656-9000
AXA Advisors, Warren Suess, CFP
Inquire with AXA
1515 W. 22nd St., Oak Brook, IL 60523 630-954-8047
Aimee Lynn Bowman
Inquire with Aimee
2211 York Rd, Ste 100 Oak Brook, IL 60523 630-573-9775
Bartosz Bak
Inquire with Bartosz
2211 York Rd, Ste 100 Oak Brook, IL 60523 630-203-6168
Morgan Stanley Financial Advisors
Inquire with Morgan
2211 York Rd, Ste 100 Oak Brook, IL 60523 630-573-9700

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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