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Find Top Financial Advisors in Barrington, Illinois

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Barrington, Illinois
Last Updated - 10-May-2022

Barrington has 9 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 74 non-vetted advisors in your local area. These financial advisors in Barrington , Illinois have an average of 23 years of experience.

NOTE: The list of financial advisors in Barrington , 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 Barrington , Illinois .

Qualified Financial Advisors in Barrington, Illinois
Financial Advisor Experience AUM Minimum Assets Fee Structure
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
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
John Wedell
CRPC®
ROBERT W BAIRD
2205 Point Boulevard, #150,
Elgin, IL 60123
27 $84,000,000 $50,000 Fee-Based
Chad Coe
COE FINANCIAL GROUP
1121 Lake Cook Road Suite P,
Deerfield, IL 60015
35 $175,000,000 Not Specified Fee-Based
Paul Raab
EDELMAN FINANCIAL ENGINES, LLC
3100 Sanders Road,
Northbrook, IL 60062
10 Not Specified Not Specified 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
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 Barrington

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# 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# 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# 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# 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 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 FirmCRD# 155172

    Compensation/Fee Fee-Based


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

    WHY USE PERSONAL CAPITAL

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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 Barrington, Illinois
    Firm Name AUM No. of Clients Fee Structure
    Good Harbor Financial
    215 N Oak Ridge Rd,
    Barrington, IL 60010
    $20,573,576 2 A percentage of AUM
    Carter Financial Group, Inc.
    222 S. Cook St.,
    Barrington, IL 60010
    $255,870,000 1819 A percentage of AUM
    Fixed fees
    Commision Based
    Piershale Financial Group, Inc.
    1531 S Grove Ave , Suite 206,
    Barrington, IL 60010
    $295,875,335 1355 A percentage of AUM
    Fixed fees
    Sequoia Wealth Management, Llc
    200 Applebee St , Suite 208,
    Barrington, IL 60010
    $496,096,039 2434 A percentage of AUM
    Hourly charges
    Fixed fees
    Virtue Asset Management Llc
    308 W. Main Street,
    Barrington, IL 60010
    $112,487,106 148 A percentage of AUM

      List of Additional Advisors in Barrington, Illinois*

      * Additional advisors listing is provided in partnership with Yext

      Financial Advisor Office Location Phone Number
      Brad K Skiba
      Inquire with Brad
      760 W Main St, Suite 200, Barrington, IL  60010 847-842-1512
      Bradley Peterson
      Inquire with Bradley
      760 W Main St, Suite 200, Barrington, IL  60010 847-382-3801
      Brie Edmunds
      Inquire with Brie
      760 W Main St, Suite 200, Barrington, IL  60010 847-382-3704
      Ashley Wittert
      Inquire with Ashley
      760 W Main St, Suite 200, Barrington, IL  60010 847-382-6605
      Benjamin T Murphy
      Inquire with Benjamin
      760 W Main St, Suite 200, Barrington, IL  60010 847-382-3733
      Anna Maria C Fosteras
      Inquire with Anna
      760 W Main St, Suite 200, Barrington, IL  60010 847-842-1518
      Eric Schneider
      Inquire with Eric
      18-2 E Dundee Rd, Ste 120, Barrington, IL  60010 847-898-9917
      Evan Hoobchaak
      Inquire with Evan
      18-1 E Dundee Rd, Ste 140, Barrington, IL  60010 847-898-9907
      John A Corey
      Inquire with John
      1250 S Grove Ave, Ste 302, Barrington, IL  60010 847-847-2134
      Paul Donato
      Inquire with Paul
      18-2 E Dundee Rd, Ste 230, Barrington, IL  60010 847-898-9916
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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?