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Find Best Financial Advisors in Illinois

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A densely populated state like Illinois has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Illinois and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Illinois
Last Updated - 12-May-2022

Illinois has 12 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 2514 non-vetted advisors in your local area. These financial advisors in Illinois have an average of 21 years of experience.

NOTE: The list of financial advisors in Illinois mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Illinois .

List of Qualified Financial Advisors in Illinois
Financial Advisor Experience AUM Minimum Assets Fee Structure
Chad Coe
COE FINANCIAL GROUP
1121 Lake Cook Road Suite P,
Deerfield, IL 60015
35 $175,000,000 Not Specified Fee-Based
John Wedell
CRPC®
ROBERT W BAIRD
2205 Point Boulevard, #150,
Elgin, IL 60123
27 $84,000,000 $50,000 Fee-Based
Michael Stewart
CFP®, RFC®
CRYSTAL LAKE TAX & FINANCIAL INC
451 Coventry Lane,
Crystal Lake, IL 60014
21 Not Specified Not Specified Fee-Based
Timothy Creath
ChFC®, QKA, CLU®
CREATH FINANCIAL SERVICES
903 Sienna Drive,
Schaumburg, IL 60193
30 $5,000,000 $50,000 Fee-Based
Todd Hasty
NASH - HASTY INVESTMENT SERVICES, INC.
1605 W Candletree Dr,
Peoria, IL 61614
26 $27,500,000.00 $100,000.00 Fee-Based
David Steger
CFP®, CFA®
THE ADVISORYONE GROUP
200 West Adams Street Suite 2450,
Chicago, IL 60606
Not Disclosed Not Specified Not Specified Fee-Based
Mark S. La Spisa
CFP®, CFS, AIF®, CRPS®
VERMILLION FINANCIAL ADVISORS
16 Executive Court,Suite 3,
Barrington, IL 60010
32 Not Specified Not Specified Fee-Based
Rob Kirvan
76784
ADVANCED PLANNING ADVISORS
2135 City Gate Lane,
Naperville, IL 60563
8 $48,000,000.00 100,000.00 Fee-Based
Kyle Nolan
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1515 W. 22nd Street Suite 850W,
Oak Brook, IL 60523
12 Not Specified Not Specified Fee-Based
Paul Raab
EDELMAN FINANCIAL ENGINES, LLC
3100 Sanders Road,
Northbrook, IL 60062
10 Not Specified Not Specified Fee-Based
Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION
---,
Chicago, IL 60601
11 $15,000,000,000 $100,000 Fee-Based
Jim Hagedorn
Chartered Financial Analyst (CFA)
CHICAGO PARTNERS
1 N. Wacker Dr.,
Chicago, IL 60606
29 Not Specified $500K Fee-Only

Information on Qualified Financial Advisors in Illinois

Qualifications CRD# 2491459
FirmCRD# 2491459
Series 6, 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 1121 Lake Cook Road Suite P,
Deerfield,
IL
60015
Phone Number 847-282-3170

In both business and life, Chad Coe is imbued with a strong passion for helping people and making a positive impact on their lives. With more than 20 years of experience in the financial services industry, his commitment to serving others has never wavered. He strives to provide clarity and focus on what matters most to people - their values, which ultimately dictate the basis and management of their investment portfolio. He enjoys working with clients as a team, helping them pursue their goals, and serving as their trusted advisor. As the President and Founder of Coe Financial Group, Chad embraces a values-based approach and focuses on the personal well-being and financial security of his clients. Whether you're saving for a specific goal or trying to manage your own investments, Chad can help you stay on track. Like other professional relationships you develop, a financial advisor can be a lifelong guide for helping you make well-informed decisions throughout your lifetime. A financial advisor can help you: Clarify your goals and help you develop a financial plan Gain a comprehensive view of your financial picture Invest in strategies that can help you achieve your objectives An advisor who is a fiduciary puts your interests first by focusing on your financial well-being. Chad holds FINRA Series 6, 7, 24, 51, 63, and 65 securities registrations.

About Coe Financial Group

Serving Your Unique Financial Needs

Whether you're saving for a specific goal or trying to manage your own investments, Coe Financial Group can help you stay on track. Like other professional relationships you develop, a financial advisor can be a lifelong guide for helping you make well-informed decisions throughout your lifetime. A financial advisor can help you:
  • Clarify your goals and help you develop a financial plan
  • Gain a comprehensive view of your financial picture
  • Invest in strategies that can help you achieve your objectives
  • Coe Financial Group's advisors are fiduciaries and puts your interests first by focusing on your financial well-being.

    Advisory Services Provided:

    Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


    Qualifications CRD# 5288855
    FirmCRD# 8158
    Series 7, 66

    Compensation/Fee Fee-Based


    Office Location 2205 Point Boulevard, #150,
    Elgin,
    IL
    60123
    Phone Number 847-551-8184

    John joined Baird in 2019 as a Vice President. He has been advising clients in the areas of financial planning and investments since 2007. John has a passion for helping clients in a number of different areas including budgeting, retirement planning, portfolio construction, liability management and life insurance protection. He has a track record of always putting his clients needs first and makes education a priority so families feel comfortable with the investments that they own. John graduated from Murray State University with a degree in Marketing. Outside of work, John coaches for the Judson University golf team and was named the NCCAA North Central Coach of the Year 2020. He and his wife, Cheryl, live in West Dundee, IL and have three children: Tyler, Jordan and Kelsey.

    About Robert W Baird

    A Different Kind of Financial Partner What makes Baird different from many financial firms began with our founding in 1919 and Robert Baird's understanding that our business was fundamentally about trust, partnership and building better futures for our clients and the communities we share. What we call The Baird Way represents the responsibility that comes with that understanding and our confidence that it brings out our best in everything we do. It is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our Mission: To provide the best financial advice and service to our clients and be the best place to work for our associates. Much has changed in the world since Robert Baird first wrote Clients Come First! in 1919. But the focus that has fueled Baird's growth and success for more than a century has always been on doing what's best for the people who rely on us. That's The Baird Way.

    Advisory Services Provided:

    Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


    Qualifications CRD# 4243807
    FirmCRD# 173272
    Series 65

    Compensation/Fee Fee-Based, Based on Assets, Flat Fee


    Office Location 451 Coventry Lane,
    Suite 102,
    Crystal Lake,
    IL
    60014
    Phone Number 815-526-3092

    Michael Stewart has been in suburban Chicago for most of his 51 years. He has been in the financial planning industry for over 21 years. His past experience includes 8 years in the Private Client Group and Investment Management divisions of two of Chicago's largest banks, overseeing deposits in excess of $200,000,000 in McHenry County. In 2008, Michael founded his own firm to independently serve the tax planning and conservative financial planning needs of his clients in or nearing retirement. Michael strives on educate his clients on how to invest profitably and avoid loss by providing conservative options. He is dedicated to helping his clients reap the rewards of a well planned retirement. In addition, Michael is a well established author, speaker and consultant on economic matters. He lives in McHenry with his wife of 21 years and their 3 children.

    About Crystal Lake Tax & Financial Inc

    At Crystal Lake Tax & Financial, we specialize in teaching clients how the world of income- generating investments and strategies can be used to help those in and nearing retirement to conservatively achieve their long-term financial goals and avoid common retirement planning mistakes. Protecting your principal from market losses and generating income and dividends will grow your money organically, or as we like to say "the old fashioned way." We rely on real world proven strategies rather than just hope like so many other brokers. Our number one mission is client education. We want to work with you to ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long term goals. We believe piece of mind comes from understanding your options and from working with your advisor to choose the options that work best for you and your family. Services offered; Financial Planning, Retirement Income Planning, Estate Planning, Income Tax Preparation and Investment Management.


    Qualifications CRD# 2245517
    FirmCRD# 152665
    Series 6, 63, 65

    Compensation/Fee Fee-Based, Flat Fee


    Office Location 903 Sienna Drive,
    Schaumburg,
    IL
    60193
    Phone Number 224-353-3328

    I grew up about 30 miles southwest of St Louis, Mo. After high school, I went to IIT on an NROTC scholarship. After graduation in 1971, I went to flight school in Pensacola, FL. After flight training, I was designated as a Naval Flight Officer,and served with the World Famous Hurricane Hunters, had two tours of duty with anti-submarine squadrons, went to graduate school, served 2 tours of duty as an executive officer, and was the director of a Navy/Marine Corps school, before retiring in June of 1991. We moved to Schaumburg, IL, and I began my career in the financial services industry. I work with individuals and privately held companies, assisting them with their insurance and investment needs. I establish mutually beneficial long term relationships with my clients. I have 3 advanced designations.

    About Creath Financial Services

    I help you with your investment and insurance needs. I am an independent; I don't have any products or services that I have to sell. I don't charge for my time, or any of the reports that I do for you. Your agenda is my agenda. I look at my business as a relationship business, so I try to establish a mutually beneficial relationship with you so that we can work together through the years and make sure that your plans keep up with the changes in your life. I have been in the business for over 30 years and have 3 advanced designations in the industry, Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Qualified Kingdom Advisor (QKA).

    Advisory Services Provided:

    Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


    Qualifications CRD# 2703615
    FirmCRD# 6413
    Series 7, 24, 63, 65

    Compensation/Fee Fee-Based, Based on Assets


    Office Location 1605 W Candletree Dr,
    Ste 108,
    Peoria,
    IL
    61614
    Phone Number 309-589-0180

    Growing up in a small town like Tremont, Illinois, as an only child, yet part of a very large extended family, taught Todd the importance of family values. His mom, Kathy's family was small while his father, Denny's family was large and both sides taught him that family and friends, taking care of people and remembering your roots were very important. With his loving wife, Amy, of 30 years and three grown children, Trey (28), Taylor (25), and Tanner (23), this large extended family (as of Christmas 2019's get together they numbered 76 between Uncles, Aunts, cousins and the next generation) still helps him ensure those family values will pass on to their children as well. This dedication to family has always had a profound effect on his wealth management business and his dedication to his clients and their family's well being. For Todd, his relationship with his clients has never simply been about their investments. It has always been about getting to know them intimately, in order to find the true purpose, in their lives, those investments will need to serve. In his practice, Todd, has never used pre-packaged portfolios for his clients. Each portfolio is hand crafted and the investments are selected by Todd for his client's particular needs and individual situation. He has been known to say, "While we all want cookies, none of us wants to be the cookie cutter". "We're doing our level best to change the way people think about working with a Wealth Advisor. Most people know they need to be setting money aside in investments," says Todd. "They know what their hopes and dreams are for their families, charitable concerns and their own retirements. They just aren't sure what they need to do to make those aspirations a reality. It is our job to create an environment and a relationship they feel comfortable enough to relay those concerns and then help them, as best we can, in trying to pursue those dreams." Call 888-850-8635 or 309-589-0180 or click to schedule a Free Initial Consultation with Todd.

    About Nash - Hasty Investment Services, Inc.

    Nash-Hasty Investment Services, Inc. was founded in September 1998 by Cindy A Nash and Todd A Hasty. Cindy brought with her 15+ years' experience in the financial services business. She began her career in 1983 for Herbert White & Company in Peoria which was established locally in 1928. In 1994, Curtis White retired and sold H. B. White & Co. to a local banking institution. Cindy went along with the business and started that banks first full-service brokerage firm. Todd started his financial career at Herget National Bank in Pekin Illinois in 1990 as a customer service representative working his way through the ranks to Assistant Director of Branch Services in 1994, assisting bank clientele with many facets of their financial lives as well as running two locations for the bank. In 1996, Todd transitioned to the Investment side of banking and hired on to the same brokerage team as Cindy at the bank that had purchased H.B. White & Co. the year earlier. Cindys vast brokerage experience coupled with Todds banking and insurance experience made them a natural fit to work together with clients as a team. As their team concept built and became popular with clients, Nash-Hasty Investment Services, Inc was born. Their shared commitment to the client has made Nash-Hasty Investment Services, Inc. a fast growing and premier asset management practice in the Greater Peoria Area. (Look for the Nash-Hasty Investment Services, Inc. Client Commitment that Todd and Cindy established back in 1998) In April of 1999, Cindy was, unfortunately, stricken with an illness that left her unable to work. In November 1999, a buyout was structured making Todd the sole owner of Nash-Hasty Investment Services, Inc. Now armed with over 26 years worth of his own experience in providing retirement planning, personal financial services, investment recommendations, asset and wealth management to many individuals and families throughout many clients in Ilinois as well as many clients all around the country, he continues to build his business to provide comprehensive services to his clientele always striving to fulfill and exceed client expectations. Todd has continued to structure Nash-Hasty Investment Services, Inc. around the foundation of beliefs and commitments that he and Cindy first established in 1998 when they decided to open Nash-Hasty Investment Services, Inc. striving to make this one of the most respected asset firms in Central Illinois.

    Advisory Services Provided:

    Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


    Qualifications CRD# 5951596
    FirmCRD# 6413
    Series 7, 66

    Compensation/Fee Fee-Based, Based on Assets, Flat Fee


    Office Location 200 West Adams Street Suite 2450,
    Chicago,
    IL
    60606
    Phone Number 312-819-2403

    David's practice provides thoughtful, customized and transparent strategies by developing an in-depth understanding of each client's unique financial needs. He focuses on portfolio management and comprehensive financial planning to help his clients pursue their financial goals through the creation and implementation of a thorough and realistic financial plan. His clients broadly range from early career to current retirees. David has been around investing and financial planning his entire life. His grandfather started the practice in 1948, his father succeeded him in 1976, and today he continues the family legacy. He earned his Master's degree in finance from the University of Notre Dame, graduating Magna Cum Laude with an emphasis in investments. He holds a Bachelor's degree in Economics from the University of Michigan. He is a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER" professional.

    About The AdvisoryOne Group

    The AdvisoryOne Group is an experienced financial services firm focused on goal pursuit through concierge services for an engaged clientele. We accomplish our vision by remaining true to our values. We strive to make the ideal real, while recognizing the certainty of change in the lifetimes of our clients, ourselves, and our firm.

    Advisory Services Provided:

    Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


    Qualifications CRD# 1600709
    FirmCRD# 119239

    Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


    Office Location 16 Executive Court,Suite 3,
    Barrington,
    IL
    60010
    Phone Number 847-382-9999

    In 1988, Mark co-founded Vermillion Financial Advisors, Inc. (VFA). His vision for VFA was to fill a niche providing individuals and business owners with true comprehensive financial planning to support objective investment advice, and business planning services. Currently, Mark specializes in assisting high net worth clients in excess of $1,000,000, who are over 50 years of age with Comprehensive Personal Financial Planning and investment advisory services. These services include designing solutions for providing financial security to last throughout retirement, to make sure clients are only paying their fair share of taxes, family members are provided for should an incapacitation (or death) occur and selection of risk appropriate investments. In addition to his client's responsibilities, Mark wears many hats as the company's President and Managing Advisor. Mark is not only involved in the day-to-day direction of the marketing, financial consulting and operations functions of VFA, he also serves as an accomplished public speaker and conducts seminars on an array of financial topics ranging from investment portfolio design, successful retirement transition planning, wealth transfer, and tax reduction strategies. Mark is a member of, and has served on, many boards of directors and committees for various charitable organizations as well as organizations related to the future of the financial planning profession. Because of his background, expertise and position within the financial planning community, Mark has become a favorite resource of many media outlets. He has been involved, or featured, in numerous articles, radio broadcasts, television shows, and on-line websites. Some of the more recognized media outlets include CBS' "60 minutes", the Daily Herald, the Chicago Tribune's "Ask an Expert", the Chicago Sun Times, USA Today, Forbes, CNBC, Financial Planning Digest, Kiplinger's Personal Finance Magazine, and Bloomberg Wealth Manager, to mention just a few. (View all media recognition) Mark's experience in financial planning has earned him numerous awards and recognition within the financial planning profession. Over his career he has obtained many professional designations and licenses, including a number of FINRA Stockbroker and General Securities Principal licenses, an insurance license, Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), and Chartered Retirement Plan Specialist (CRPS®). In 2009, with Mark's leadership, Vermillion Financial Advisors decided to change platforms and become a "fee for service" advisory firm, affording our clients a more extensive and less restrictive menu of financial planning services, a wider array of financial and investment products. Mark makes his home in Palatine with his wife Laura and four sons, John, Joseph, Christopher and Stephen. Mark's hobbies include running (having completed seven marathons), golf, cycling, hiking, and traveling to experience new places with his family.

    About Vermillion Financial Advisors

    Vermillion Financial Advisors has been providing investment management, personal financial planning, and business consulting services since 1988. We specialize in serving individuals over the age of 50, who wish to be proactive in addressing their personal finances. These individuals are often interested in planning for a secure retirement and confirming they have sufficient funds to last throughout retirement. They also want to engage the services of a professional to assist the family when a loved one passes or becomes incapacitated. Clients generally seek Vermillion Financial Adavisors' advice as the result of many common changes in life but most often as of a monetary windfall (e.g. an inheritance, sale of a family business, severance package or retirement buyout), an unexpected life event (e.g. death or change in health status of a loved one). Often it is simply because time is too limited for busy clients to properly address their financial planning needs or because personal finances have become too complex. Business owners often seek VFA advice to evaluate current employee benefits, strategic planning, or business succession.

    Advisory Services Provided:

    Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


    Qualifications CRD# 6135958
    FirmCRD# 152665
    Series 65

    Compensation/Fee Fee-Based


    Office Location 2135 City Gate Lane,
    Suite 300,
    Naperville,
    IL
    60563
    Phone Number 630-780-1099

    Robert Kirvan is a Financial Planner at Advanced Planning Advisors, Inc., a full service Retirement Management Firm. Mr. Kirvan is a Investment Advisor Representitive, that acts in a Fiduciary capacity to act in the best interests of all his clients. Robert has over 19 years experience in business and financial services. His main focus is working with pre-retirees and retirees, to build a solid financial plan that enables them to enjoy retirement the way they had envisioned it, without the issues that threaten retirement security for many Americans. Robert takes a holistic approach to retirement planning, encompassing the entire Financial House not just segments. This helps clients to make sound and informed decisions that will not only impact today, but will have a profound effect on the future. Robert is a co- host of SMART MONEY TALK, heard every week on AM560 The Answer, Saturdays at 6:00am.Robert has lectured extensively throughout the Country and Chicago land area with respect to retirement and retirement income planning. Mr. Kirvan has been interviewed and published by many local and national publications. Most recently by the Wall Street Journal, with regards to Risk and how it affects retirees portfolio selections. Author of the book ONE SHOT - Ready-Aim-Retire. A step by step manual for positioning assets as you approach Retirement to drive income and long term growth.

    About Advanced Planning Advisors

    At Advanced Planning Advisors, we focus on Retirement Management. We provide our clients with an unbiased view and plan of action to help meet their objectives. Our loyalty is solely to our clients, so our trusted Advisors choose the products and programs that will best suit the client and not the Advisors. If you are looking for seasoned professionals in Retirement Plan Management, Financial Asset Management, Life Insurance or Long Term Care Insurance, we are confident that you will find the answers you have been seeking at our client-focused firm. As Fiduciaries, we are required to act in the best interest of our clients.

    Advisory Services Provided:

    Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


    Qualifications CRD# 5426926
    FirmCRD# 104510
    Series 66

    Compensation/Fee Fee-Based


    Office Location 1515 W. 22nd Street Suite 850W,
    Oak Brook,
    IL
    60523
    Phone Number 630-756-5260

    Since 2008, I've used my financial planning experiences, knowledge, and relationship management skills to serve my clients. I enjoy working with my clients to help ensure they stay on track and can handle the unexpected bumps life sends their way. In my free time, I like listening to audio books and spending time with my kids riding bikes, golfing and playing basketball.

    About Edelman Financial Engines, LLC

    Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


    Qualifications CRD# 5963018
    FirmCRD# 104510
    Series 66

    Compensation/Fee Fee-Based


    Office Location 3100 Sanders Road,
    Suite 125,
    Northbrook,
    IL
    60062
    Phone Number 224-521-5230

    I'm passionate about helping my clients build a better future and achieve their financial and retirement goals. I love the opportunity to help people confirm whether they are on track to reach those goals. Outside of work I enjoy water sports, running, and spending time with friends and family.

    About Edelman Financial Engines, LLC

    Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


    Qualifications FirmCRD# 155172

    Compensation/Fee Fee-Based


    Office Location ---,
    Chicago,
    IL
    60601
    Phone Number 650-556-1310

    WHY USE PERSONAL CAPITAL

    Free Financial Tools

    Get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.

    The tools are yours with no obligation. Setting up your dashboard will make your discussion with an Advisor -- whether ours or a competitor's -- more productive.

    Personalized Advice

    Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.

    Customized Strategy

    Customization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.

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    You could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Discover any hidden investment fees you weren't aware of.

    Invest in a Sustainable Future

    Our Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.

    Transparent Fees

    We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

    Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

    About Personal Capital Advisors Corporation

    Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

    Advisory Services Provided:

    Portfolio Management, Wealth Management


    Qualifications CRD# 4583528
    FirmCRD# 147662

    Compensation/Fee Fee-Only


    Office Location 1 N. Wacker Dr.,
    Chicago,
    IL
    60606
    Phone Number 312-375-3282

    About Chicago Partners

    Optimize Your Most Important Business: the Management of Your Wealth. Chicago Partners is an SEC-registered, fee-only independent registered investment advisor (RIA) that specializes in creating a one-stop wealth management experience. With 23 investment professionals managing over $1.9 billion for 650+ clients, our team specializes in optimizing each dimension of our distinguished clients' wealth. Our clients include high & ultra-high-net-worth individuals, foundations, institutions, and corporations. Our clients optimize each dimension of their wealth by using our 5-Step Wealth Optimization Process, which includes: - Investment Consulting - Custom Investment Portfolios - Tax Planning & Tax Preparation - Personalized Financial Plans - The Fiduciary Relationship Our clients work with their dedicated teams consisting of CPA, CFP, J.D., and CFA-certified individuals, each focused on optimizing a specific dimension of the client's wealth. Each client's plan is customized to meet their unique goals & objectives, and their team of fiduciaries is always working to reach their goals and objectives.


    Top Financial Advisor Firms in Illinois
    Firm Name AUM No. of Clients Fee Structure
    Christian Brothers Investment Services, Inc.
    125 South Wacker Drive , Suite 2400,
    Chicago, IL 60606
    $10,874,600,000 12 A percentage of AUM
    Other (STAND ALONE CATHOLIC RESPONSIBLE INVESTING ("SRI") SERVICES)
    Monetta Financial Services Inc
    1776-A South Naperville Road , Suite 100,
    Wheaton, IL 60189-5831
    $135,768,246 2 A percentage of AUM
    Hemsley Advisors, Ltd.
    311 S Wacker Drive , Suite 1525,
    Chicago, IL 60606
    $455,038,451 619 A percentage of AUM
    Hourly charges
    Fixed fees
    Bmo Asset Management Corp.
    115 South Lasalle Street , 11w,
    Chicago, IL 60603
    $4,279,818,443 15 A percentage of AUM
    Performance Based
    Tilden Loucks & Woodnorth Llc
    940 N Industrial Dr,
    Elmhurst, IL 60126
    $181,587,748 64 A percentage of AUM
    Fixed fees
    Capital Resource Management,Inc.
    770 Lake Cook Rd , Suite 370,
    Deerfield, IL 60015-4920
    $540,552,070 148 A percentage of AUM
    Hourly charges
    Fixed fees
    Hartline Investment Corporation
    460 Winnetka Avenue , Suite 5,
    Winnetka, IL 60093
    $775,409,275 410 A percentage of AUM
    Duff & Phelps Investment Management Co.
    200 South Wacker Drive , Suite 500,
    Chicago, IL 60606
    $12,231,648,111 57 A percentage of AUM
    Performance Based
    Ubs Oconnor Llc
    One North Wacker Drive, Floor 31,
    Chicago, IL 60606
    $20,520,615,594 37 A percentage of AUM
    Performance Based
    Matrix Capital Advisors, Llc
    200 South Wacker Drive , Suite 680,
    Chicago, IL 60606
    $712,389,687 182 A percentage of AUM
    Fixed fees
    Ensenia Wealth, Llc
    2901 Butterfield Road,
    Oak Brook, IL 60523
    $255,241,707 28 A percentage of AUM
    New England Research & Management, Inc.
    53 West Jackson Blvd , 603,
    Chicago, IL 60604
    $265,356,182 340 A percentage of AUM
    Fixed fees
    Hfr Asset Management, L.L.C
    10 South Riverside Plaza , Suite 700,
    Chicago, IL 60606
    $8,496,390,459 5 A percentage of AUM
    Fixed fees
    Performance Based
    Other (ADMINISTRATIVE SERVICES FEE)
    Quad City Investment Center
    3551 7th Street,
    Moline, IL 61265
    $289,371,460 608 A percentage of AUM
    Arlington Wealth Management
    21 S. Evergreen Avenue , Suite 100,
    Arlington Heights, IL 60005-7800
    $119,660,804 516 A percentage of AUM
    Fixed fees

      List of Additional 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
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        Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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        A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?