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Portfolio Size of 100K and
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Your service helped us connect with Brian who had clients similar to our situation.
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Personalized advice for portfolio size
of 100K & above
Illinois is a state known for its thriving urban centers, diverse population, and robust economy, making it an attractive place to live and work. If you're looking for a trusted advisor in this ever-growing state, WiserAdvisor's directory list of financial advisors and advisory firms can help you get started in finding the best financial advisor for your specific needs. You can also use our free match service to get matched with vetted financial advisors in Illinois who can offer invaluable support in areas such as retirement planning, investment strategies, wealth management, financial planning, estate planning, and more. Do browse our directory of ranked financial advisors in Illinois below to compare advisor fees, credentials, financial services offered, etc., as well.
Illinois
has
17
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Illinois
have an average of
26
years of experience.
NOTE: The list of vetted financial
advisors in
Illinois
mentioned below does 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 28 Years | Not Specified | $100,000 | Fee-Based | |
| 11 Years | $35,000,000 | $400,000 | Fee-Only | |
| 23 Years | $250,000,000 | $100,000 | Fee-Based | |
|
Michael Stewart
CFP®, RFC® CRYSTAL LAKE TAX & FINANCIAL INC 451 Coventry Lane, Suite 102, Crystal Lake, IL 60014 |
21 Years | Not Specified | $50,000 | Fee-Based |
|
Steven Block
LUTCF®, RICP®, CLU®, ChFC® BLOCKWALL STRATEGIES, INC 1650 Lake Cook Rd Suite 500, Deerfield, IL 60015 |
40 Years | $25,000,000 | $100,000 | Fee-Based |
|
Mark LaSpisa
CFP®, CRPS®, AIF® VERMILLION FINANCIAL ADVISORS 16 Executive Court,Suite 3, Barrington, IL 60010 |
32 Years | Not Specified | $1,000,000 | Fee-Based |
| 9 Years | Not Specified | $0 | Fee-Based | |
| Not Disclosed | Not Specified | Not Specified | Not Specified | |
| Not Disclosed | Not Specified | $100,000 | Fee-Based | |
|
Prudential - DBA Evergreen Wealth Strategies
CEPA®, CFP® 435 S. Elm Street, Suite B, Centralia, IL 62801 |
13 Years | $200,000,000 | Not Specified | Not Specified |
|
Edelman Financial Engines, LLC
1 Tower Lane, Suite 1950, Oakbrook Terrace, IL 60181 3100 Sanders Road, Northbrook, IL 60062 18927 Hickory Creek Drive, Mokena, IL 60448 |
Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
|
Savant Wealth Management
475 Half Day Road, Lincolnshire, IL 60069 4040 N. Lincoln Ave, Chicago, IL 60618 1011 Loras Drive, Freeport, IL 61032 200 W. Madison Street, Chicago, IL 60606 |
35 Years | $0 | Not Specified | Fee-Only |
Qualifications
CRD# 2783392
Firm CRD# 8032
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
5404 W Elm St,
Suite J,
McHenry,
IL
60050
Phone Number
815-534-9524
Brian manages $54 million in AUM as of November 2024. As a Wealth Advisor, I make a difference in the lives of my clients every day by being available to discuss their concerns, problems and successes. I enjoy discussing what life brings us, as well as the options I can share to help. To me, the journey is as much fun as the solution. I get to know my clients and make sure they are receiving the proper guidance for their personal situation. Over the years, I have weathered market volatility and regulatory shifts with resilience, providing steadfast guidance during turbulent economic periods. This experience has not only solidified my knowledge but also cultivated a sense of trust among my clients, many of whom have relied on my counsel for decades. My commitment to upholding the highest ethical standards is evident in every client interaction. I understand the profound responsibility of managing individuals' financial well-being, and I approach each engagement with the utmost professionalism and discretion. As a testament to my dedication, I maintain an active pursuit of industry certifications and stay at the forefront of technological advancements to enhance the quality of service I deliver. With over 28 years of experience as my compass, I am excited about the opportunities to continue making a positive impact in the lives of those I serve, offering a steady hand in an ever-evolving financial landscape.
At Forward Wealth Group, we understand that each client is unique, and we tailor our solutions to address specific financial objectives and challenges. Our team of seasoned professionals brings a wealth of knowledge and a client-centric approach to every interaction. Whether you are an individual seeking personalized investment strategies, a business looking for efficient financial management solutions, or an institution requiring sophisticated financial services, we have the knowledge and resources to support your success. Embracing technological advancements from Nitrogen (formerly Riskalyze) to determine your risk score, we leverage cutting-edge tools and platforms to deliver efficient and effective financial solutions. Our commitment to innovation ensures that our clients have access to the latest financial technologies and market insights. Integrity, trust, and transparency are the cornerstones of our business. We believe in building long-lasting relationships based on mutual respect and open communication. Our commitment to ethical practices ensures that clients can rely on our services with confidence, knowing that their financial well-being is our top priority.
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# 5969705
Firm CRD# 325609
Series 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
1811 Hicks Rd. Suite A,
Rolling Meadows,
IL
60008
Phone Number
847-701-0400
Chris Barberini, the Director of Wealth Management at Lakeshore Capital Group, has worked with clients for over a decade to tailor financial plans that not only help maximize their money now, but also in the future. Chris has made a commitment to his clients to be transparent and to have an open line of communication at all times as he works with them to build comprehensive financial strategies that are specific to their personal situations. Chris has knowledge in wealth management, specifically, investment consultation, equity compensation, retirement planning, tax planning and mitigation, asset allocation and placement, risk management, wealth transfer to heirs, as well as social security*. He acts in the best interest of his clients, upholding the fiduciary standard. Chris currently carries a Series 65 registration as well as a life and health insurance license. Chris is a lifelong resident of suburban Chicago. When not working with clients, you can find him spending time with his family -- wife Kelly, daughter Clara, son Geo, and dog Stanley. He also enjoys time spent with friends, whether it be golfing, cooking or watching one of his favorite Chicago sports teams.
We serve as a CFO to families that want to minimize taxes, optimize investments, & plan for their loved ones. We are built with the intent to be there every step of the way. We're Lakeshore Capital Group. A group of experienced, team-oriented financial professionals invested in aligning your financial picture with your needs and your goals - not the market. By working together, we've made it our mission to ensure every facet of your finances is working in tandem to move you forward in the right direction.
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4286755
Firm CRD# 6413
Series 3, 7, 31, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
1211 West 22nd Street,
Suite 209,
Oak Brook,
IL
60523
Phone Number
331-264-1565
Mark brings over 20 years of industry experience to his role as Vice President, Financial Advisor. He is passionate about providing the best possible service to his clients and founded Ackerman Wealth Management in 2024 to improve his clients' experiences. Mark received his degree in Economics from the University of Minnesota, Twin Cities. He holds his Series 7, 31, and 66 as well as Insurance Licenses with LPL Financial. Mark is excited to begin this new chapter and looks forward to hearing from you. Reach out to schedule time and learn more about the Ackerman Wealth Management Experience.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance in order to provide quality services. Our services include: -Portfolio Management -Investment Management -Financial Planning -Life Insurance -Estate Planning -Alternative Investments -Retirement Planning
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4243807
Firm CRD# 173272
Series 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
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.
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# 1322835
Firm CRD# 110826
Series 6, 7, 63
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
1650 Lake Cook Rd Suite 500,
Deerfield,
IL
60015
Phone Number
847-317-8787
Steven Block is proud to be a Registered Representative with NYLIFE Securities LLC and New York Life Insurance Company since 2009. He works with a wide variety of clients, including individuals, families, and business owners with accumulation and distribution strategies to maximize outcomes in a tax efficient manner. He helps customize individualized strategies by helping the client understand where they are now and where they want to be in the future. He treats all clients as if they were his own family. Prior to coming to NYL, Steve was a commodities trader on the floor of the Chicago Mercantile Exchange for 24 years. Prior to working, Steve graduated from Grinnell College in 2004 with a Bachelor of Arts. While there, Steve was a member of the nationally ranked swim team and played water polo. When not at work, Steve loves spending time with his wife, Leslie, and three daughters, Allison, Emily, and Sydney. He is a gym enthusiast and enjoys dining at his favorite restaurants.
We all have things we want to accomplish in life, and they don't just happen by accident. It takes planning and preparation to get to where you want to go, and that's why you need a financial strategist by your side who cares about your dreams and is passionate about helping you make them a reality. At BlockWall Strategies, we start by getting to know you and creating a financial snapshot of your current situation so you can see exactly where you are right now. Then we'll talk in depth about where you want to go, and help you assess the different paths you could take to get there. We know that every dollar you earn goes somewhere, and we're here to make sure the bulk of it stays with you, your family, and the organizations you care about. We are experts at helping you determine and implement the right financial solutions to accomplish everything you want in life and more. Whether you work for a company, own a small business, or you're already retired, we're here to help you build a financial wall to maximize and protect what you've worked so hard to earn. All you have to do is lay the first block and give us a call.
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, Insurance Products & Annuities
Qualifications
CRD# 1600709
Firm CRD# 119239
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
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, ensure 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.
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# 6332769
Firm CRD# 8733
Series 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
10275 W Higgins Road, Suite 200,
Rosemont,
IL
60018
Phone Number
630-877-4534
Nothing compares to the feeling of helping a family or individual plan for their financial future. I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 6108934
Firm CRD# 146936
Office Location
50 S. 1st Street, Suite 100,
Saint Charles,
IL
60174
Phone Number
630-313-2460
Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients' financial goals and objectives. My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you. We'll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves. I very much look forward to showing you what our client-first investment approach can mean for you and your family.
Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients' interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management, launched in 2019. Our goal is to provide the right structure and a home for every advisor and every client. TRUST. INTEGRITY. MUTUAL RESPECT. These are the principles that guide us as we deliver the informed investment advice you deserve, and the client-first service you expect.
Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2655 Warrenville Road,
Suite 110,
Downers Grove,
IL
60515
Phone Number
847-600-9626
Kate Baness knows that it takes critical thinking, persistence, and patience to uncover the path to success in the world of investment planning. In her role as Wealth Advisor at HighPoint Planning Partners, she puts her belief that people should have honest, reliable, and fair resources to tackle life's toughest challenges into practice. Kate draws on her expertise in relationship building towards the goal of HighPoint's mission - provide actually-individualized plans, white-glove service, and clear understanding in everything they do. Kate gained experience in strategizing and pulling resources together for the clients' benefit at the Walgreens Boot Alliance (corporate) as well as Northwestern Mutual and Wells Fargo Financial Network. She keeps a level head in fraught situations, has a compulsion to solve problems, and is passionate about providing the clients with comprehensible financial education. In addition to all this, she also holds a BS in Business Administration from Valparaiso University and her Series 7, 24 & 66 securities registrations. Having seen the heartbreaking effects of food insecurity, the detrimental impact of pancreatic cancer, and the hardships of insulin deficiencies, Kate supports non-profits such as Feeding America, PanCAN, and the Sansum Diabetes Research Institute. She grew up in Columbus, OH before moving to the Chicago suburbs for school, where she now is raising a very active family. They do everything together - road trips to well-hidden eateries, frequent visits to parks, family game nights, and a constant stream of seasonal activities! When she manages to get some free time, Kate is a voracious reader, likes to ski, and can often be found on a disc golf course.
As an independent firm, HighPoint Planning Partners has no ties to a corporate parent, investment banking organization or other entity that may present conflicts of interest for our clients. As a result, we have no proprietary products to sell or corporate agenda to fulfill. Our independence allows us to provide you with objective financial guidance and act in your best interests at all times.
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, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 6884550
Firm CRD# 5685
Series 6, 7, 63, 65
Office Location
435 S. Elm Street,
Suite B,
Centralia,
IL
62801
Phone Number
618-533-3657
At Evergreen Wealth Strategies, we are committed to building lasting relationships with our clients based on transparency, integrity, and a deep understanding of their unique financial goals and aspirations. Our mission is to empower our clients to work towards achieving long-term financial success by providing specialized guidance and personalized investment strategies.
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, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1 Tower Lane,
Suite 1950,
Oakbrook Terrace,
IL
60181
Phone Number
877-208-7414
Office Location
3100 Sanders Road,
Suite 125,
Northbrook,IL 60062
Phone Number
877-208-7414
Office Location
18927 Hickory Creek Drive,
Suite 310,
Mokena,IL 60448
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
475 Half Day Road,
Lincolnshire,
IL
60069
Phone Number
847-541-6888
Office Location
4040 N. Lincoln Ave,
Chicago,IL 60618
Phone Number
773-697-9528
Office Location
1011 Loras Drive,
Freeport,IL 61032
Phone Number
815-297-0400
Office Location
200 W. Madison Street,
Suite 980,
Chicago,IL 60606
Phone Number
312-526-3680
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
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, Legal Advice and Services, Estate Planning & Trusts
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 674 | 41105 | $1,016,556,943,580 | A percentage of AUM, Subscription fees, Fixed fees, Performance Based, Other (TRANSITION MANAGEMENT SERVICE FEES) |
|
| 220 | 401 | $545,530,164,135 | A percentage of AUM, Other (UNITARY FEES) |
|
| 415 | 1821809 | $426,071,864,566 | A percentage of AUM, Subscription fees, Fixed fees, Other (A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' MANAGEMENT) |
|
| 1857 | 37 | $248,044,764,038 | A percentage of AUM, Performance Based, Other (PASS THROUGH OF CERTAIN EXPENSES) |
|
| 397 | 59703 | $239,614,971,441 | A percentage of AUM, Fixed fees, Performance Based |
|
| 286 | 559 | $222,353,891,759 | A percentage of AUM, Fixed fees, Performance Based |
|
| 426 | 2926 | $210,879,000,000 | A percentage of AUM, Other (FIXED FEES PER UNIT (UITS) FOR PORTFOLIO SUPERVISORY SERVICES) |
|
| 146 | 182 | $150,368,021,677 | A percentage of AUM |
|
| 224 | 116 | $137,680,800,000 | A percentage of AUM, Performance Based |
|
| 836 | 119 | $132,768,576,078 | A percentage of AUM, Performance Based, Other (SHARED SERVICES FEES AND EXPENSES) |
|
| 1816 | 178256 | $130,239,337,374 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (RETAINER OR SERVICE FEES OR SOME COMBINATION OF 1, 2, 4, 5 & 7) |
|
| 286 | 286 | $122,915,401,080 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 6648 | 423554 | $104,468,595,111 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 884 | 77 | $104,127,115,218 | A percentage of AUM, Performance Based, Other (SHARED SERVICES FEES AND EXPENSES) |
|
| 217 | 2331 | $101,246,680,842 | A percentage of AUM, Fixed fees, Performance Based |
Financial advisors in Illinois may offer a range of services, including investment management, retirement planning, tax planning, estate planning, and insurance. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our directory, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor.
When choosing a financial advisor in Illinois, it's important to consider an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, we recommend our guide on the 5 Things to Consider When Hiring a Financial Advisor.
A financial advisor in Illinois can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and recommending investment strategies to help you achieve those goals. They can also provide guidance on college savings vehicles, such as 529 plans, and help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.
To find a reputable financial advisor in Illinois, you have several options. You can conduct thorough research and perform a background check using regulatory bodies like FINRA BrokerCheck and the SEC, as they uphold strict ethical standards. Additionally, check online reviews, seek referrals from trusted individuals, and verify the advisor's credentials and track record. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare vetted advisors tailored to your specific needs.
To find a trustworthy financial advisor in Illinois who can assist with your retirement planning, it is recommended to thoroughly assess each advisor's experience, credentials, and track record of working with clients for their retirement. Taking the time to evaluate these factors will help you find a trustworthy advisor who can provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
During your first meeting with a financial advisor in Illinois, you can expect to discuss your financial goals and concerns, as well as your current financial situation. The planner may ask questions about your income, expenses, assets, and liabilities, as well as your risk tolerance and investment preferences. Based on this information, the planner can develop a personalized plan to help you in achieving your financial goals. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.
