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Personalized advice for portfolio size
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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
9
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
2651
non-vetted advisors in your local area. These financial advisors in
Illinois
have an average of
23
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 |
|---|---|---|---|---|
| 11 Years | $35,000,000 | $400,000 | Fee-Only | |
|
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 |
| 30 Years | $5,000,000 | $50,000 | Fee-Based | |
|
Mark S. La Spisa
CFP®, CRPS®, CFS, AIF® VERMILLION FINANCIAL ADVISORS 16 Executive Court,Suite 3, Barrington, IL 60010 |
32 Years | Not Specified | $1,000,000 | Fee-Based |
|
Creekmur Wealth Advisors
CFP® CREEKMUR WEALTH ADVISORS 805 W. Jackson St., STE. #301, Morton, IL 61550 |
Not Disclosed | $315,000,000 | $100,000 | Fee-Based |
| 29 Years | Not Specified | $0 | Fee-Only | |
| 19 Years | $150,000,000 | $50,000 | Fee-Based | |
| Not Disclosed | $400,000,000 | $0 | Fee-Based | |
|
Allworth Financial
AIF®, BFA", CDFA", RFC® ALLWORTH FINANCIAL 2610 Lake Cook Road Suite 250, Riverwoods, IL 60015 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
CRD# 5969705
Firm CRD# 112294
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# 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# 2245517
Firm CRD# 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.
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# 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# 5843339
Firm CRD# 306903
Series 6, 7, 63, 65, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
805 W. Jackson St.,
STE. #301,
Morton,
IL
61550
Phone Number
309-925-2043
Creekmur Wealth has been working with their clients since 1995 to help them clearly define the goals and dreams that they have, then designing a plan to help them live those goals and dream out. We are a full service, comprehensive financial planning firm that will look at all areas of your financial life (retirement income, taxes, investments, insurance, and estate planning) to make sure that they are working as efficiently as possible. Walking side by side with our clients through the highs and lows of life, market cycles, and everything in between is what we are passionate about. We look forward to working with you!
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Qualifications
CRD# 4583528
Firm CRD# 147662
Compensation/Fee Fee-Only
Office Location
1 N. Wacker Dr.,
Chicago,
IL
60606
Phone Number
312-375-3282
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.
Qualifications
CRD# 4412807
Firm CRD# 321757
Series 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
821 West Hwy 50,
Suite 204,
Ofallon,
IL
62269
Phone Number
618-607-4101
At Clark Wealth Partners our focus is on helping our clients create balance - enjoy life now while preparing for a meaningful future. We are your financial advocate. We quarterback your larger financial picture to maximize efficiency and financial freedom. Step outside the box of traditional wealth management and start living today.
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
Firm CRD# 39543
Series 7, 24, 66
Compensation/Fee Fee-Based
Office Location
4949 Harrison Ave,
Ste 110,
Rockford,
IL
61063
Phone Number
815-201-5011
As with any long journey, we begin wealth management planning with the end in mind. By understanding where you want to be when the journey ends, we are better able to chart the course as your financial advisors. And while we can never predict all of the bumps and diversions, we can better prepare for them.
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
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
2610 Lake Cook Road Suite 250,
Riverwoods,
IL
60015
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 321 | 309 | $153,864,581,604 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 372 | 262749 | $56,085,000,000 | A percentage of AUM, Fixed fees, Other (TECHNOLOGY LICENSING FEES, PERCENTAGE OF ASSETS UNDER ADVISEMENT)
|
|
| 228 | 1387 | $41,993,109,481 | A percentage of AUM, Performance Based
|
|
| 67 | 37 | $20,520,615,594 | A percentage of AUM, Performance Based
|
|
| 76 | 79 | $15,170,938,597 | A percentage of AUM, Performance Based
|
|
| 48 | 57 | $12,231,648,111 | A percentage of AUM, Performance Based
|
|
| 34 | 12 | $10,874,600,000 | A percentage of AUM, Other (STAND ALONE CATHOLIC RESPONSIBLE INVESTING ("SRI") SERVICES)
|
|
| 5 | 15 | $4,279,818,443 | A percentage of AUM, Performance Based
|
|
| 38 | 1812 | $1,868,779,878 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 72 | 1826 | $860,963,856 | A percentage of AUM, Fixed fees, Commision Based
|
|
| 6 | 410 | $775,409,275 | A percentage of AUM
|
|
| 4 | 148 | $540,552,070 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 619 | $455,038,451 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 64 | $181,587,748 | A percentage of AUM, Fixed fees
|
|
| 2 | 2 | $135,768,246 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 227 West Monroe St, Suite 3400, Chicago, IL 60606 | 312-648-3512 | |
| 227 West Monroe St.,Suite 3400, Chicago, IL 60606 | 312-917-7429 | |
| 233 S Wacker Dr, Ste 8600, Chicago, IL 60606 | 312-419-3630 | |
| 2211 York Rd, Ste 100, Oak Brook, IL 60523 | 630-573-9696 | |
| 223 S Batavia Ave, Ste 202, Batavia, IL 60510 | 630-377-0804 | |
| 2211 York Rd, Ste 100, Oak Brook, IL 60523 | 630-573-9781 | |
| 227 West Monroe St, Suite 3400, Chicago, IL 60606 | 312-648-3576 | |
| 28377 Davis Pkwy, Ste 601, Warrenville, IL 60555 | 630-225-4650 | |
| 233 S Wacker Dr, Ste 9200, Chicago, IL 60606 | 312-453-9111 | |
| 37 S. River St, Aurora, IL 60506 | 630-906-5467 |
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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?
