Chicago, Illinois, where the river runs backwards, is the 3rd largest city in the US. The cost of living here is approximately 23% higher than the national average, so you may need a professional financial advisor to help you use the right financial vehicles and plan out your financial future to meet your goals. There are over 5000 financial advisors to choose from in this Windy City, but that shouldn't deter you from choosing an experienced financial advisor that fits your specific financial goals. We at WiserAdvisor understand the dilemmas that go into deciding who you trust to achieve your financial goals and how such a commitment could be intimidating, but it doesn't have to be. That's why we are here to help. Connecting people to vetted financial advisors in our mission.
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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Chicago, Illinois.
Chicago
has
6
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
533
non-vetted advisors in your local area. These financial advisors in
Chicago, Illinois
have an average of
18
years of experience.
NOTE: The list of financial
advisors in
Chicago, 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
Chicago, Illinois.
Qualified Financial Advisors in Chicago, Illinois | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Personal Capital
PERSONAL CAPITAL ---, Chicago, IL 60601 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
David Steger
CFP®, CFA® THE ADVISORYONE GROUP 200 West Adams Street Suite 2450, Chicago, IL 60606 |
12 | Not Specified | Not Specified | Fee-Based |
Jim Hagedorn
CFA® CHICAGO PARTNERS 1 N. Wacker Dr., Chicago, IL 60606 |
29 | Not Specified | $500K | Fee-Only |
Christopher Barberini
LAKESHORE CAPITAL GROUP 1811 Hicks Rd. Suite A, Rolling Meadows, IL 60008 |
11 | $35,000,000 | $400,000 | Fee-Only |
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 |
Timothy Creath
QKA, CLU®, ChFC® CREATH FINANCIAL SERVICES 903 Sienna Drive, Schaumburg, IL 60193 |
30 | $5,000,000 | $50,000 | Fee-Based |
Qualifications
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
---,
Chicago,
IL
60601
Phone Number
650-556-1310
Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.
The holistic financial plan recommendation is yours to keep, no strings attached.
There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.
WHY USE PERSONAL CAPITAL
Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.
Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.
Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:
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# 5951596
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
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.
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# 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# 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
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
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
Top Financial Advisor Firms in Chicago, Illinois (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
AON INVESTMENTS USA INC.
200 East Randolph Street , Suite 700, Chicago, IL 60601 |
$153,864,581,604 | 309 |
A percentage of AUM Hourly charges Fixed fees |
MORNINGSTAR INVESTMENT MANAGEMENT LLC
22 West Washington Street, Chicago, IL 60602 |
$56,085,000,000 | 262749 |
A percentage of AUM Fixed fees Other (TECHNOLOGY LICENSING FEES, PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
UBS OCONNOR LLC
One North Wacker Drive, Floor 31, Chicago, IL 60606 |
$20,520,615,594 | 37 |
A percentage of AUM Performance Based |
DRIEHAUS CAPITAL MANAGEMENT LLC
25 East Erie Street, Chicago, IL 60611-2703 |
$15,170,938,597 | 79 |
A percentage of AUM Performance Based |
MORNINGSTAR INVESTMENT SERVICES LLC
22 West Washington Street, Chicago, IL 60602-1605 |
$13,352,100,000 | 63674 |
A percentage of AUM Fixed fees Other (AUA AND SHAREHOLDER SERVICING FEES) |
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 |
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) |
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) |
BMO ASSET MANAGEMENT CORP.
115 South Lasalle Street , 11w, Chicago, IL 60603 |
$4,279,818,443 | 15 |
A percentage of AUM Performance Based |
ROTHSCHILD INVESTMENT CORPORATION
311 South Wacker Drive , Suite 5900, Chicago, IL 60606 |
$1,868,779,878 | 1812 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
NORTHERN TRUST SECURITIES, INC
50 S. Lasalle, Chicago, IL 60603-0001 |
$860,963,856 | 1826 |
A percentage of AUM Fixed fees Commision Based |
MATRIX CAPITAL ADVISORS, LLC
200 South Wacker Drive , Suite 680, Chicago, IL 60606 |
$712,389,687 | 182 |
A percentage of AUM Fixed fees |
HEMSLEY ADVISORS, LTD.
311 S Wacker Drive , Suite 1525, Chicago, IL 60606 |
$455,038,451 | 619 |
A percentage of AUM Hourly charges Fixed fees |
NEW ENGLAND RESEARCH & MANAGEMENT, INC.
53 West Jackson Blvd , 603, Chicago, IL 60604 |
$265,356,182 | 340 |
A percentage of AUM Fixed fees |
UHLMANN INVESTMENT MANAGEMENT, L.L.C.
303 West Madison Street , Suite 1700, Chicago, IL 60606 |
$158,885,346 | 294 |
A percentage of AUM |
* 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 |
Anthony R. Severino Inquire with Anthony |
227 West Monroe St, Suite 3400, Chicago, IL 60606 | 312-648-3576 |
Brad DeHond Inquire with Brad |
233 S Wacker Dr, Ste 9200, Chicago, IL 60606 | 312-453-9111 |
Borders Financial Inquire with Borders |
1815 West Wilson Avenue, Chicago, IL 60640 | 312-291-1677 |
Brandon Schlesinger Inquire with Brandon |
233 S Wacker Dr, Ste 8600, Chicago, IL 60606 | 312-443-6094 |
Bill Ramette Inquire with Bill |
233 S Wacker Dr, Ste 8600, Chicago, IL 60606 | 312-827-6705 |
Brian Kadlec Inquire with Brian |
233 S Wacker Dr, Suite 8600, Chicago, IL 60606 | 312-419-3365 |
Asif S Fakroddin Inquire with Asif |
227 West Monroe St, Suite 3400, Chicago, IL 60606 | 312-648-3541 |
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