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Find Top Financial Advisors in Chicago, Illinois

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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.

Finding the Top Financial Advisor in Chicago, Illinois
Last Updated - 24-Jun-2022

Chicago has 8 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 529 non-vetted advisors in your local area. These financial advisors in Chicago, Illinois have an average of 20 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
Kyle Nolan
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1515 W. 22nd Street Suite 850W,
Oak Brook, IL 60523
12 Not Specified Not Specified Fee-Based
Paul Raab
EDELMAN FINANCIAL ENGINES, LLC
3100 Sanders Road,
Suite 125,
Northbrook, IL 60062
10 Not Specified Not Specified Fee-Based
Chad Coe
COE FINANCIAL GROUP
1121 Lake Cook Road Suite P,
Deerfield, IL 60015
35 $175,000,000 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

Information on Qualified Financial Advisors in Chicago

Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


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

About Personal Capital

Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:

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. You also get $200, just for speaking with us.

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:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. 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 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, Based on Assets, Flat Fee


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

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

About The AdvisoryOne Group

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

Advisory Services Provided:

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


Qualifications CRD# 4583528
Firm CRD# 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.


Qualifications CRD# 5426926
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


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

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

About Edelman Financial Engines, LLC

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


Qualifications CRD# 5963018
Firm CRD# 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# 2491459
Firm CRD# 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# 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.

    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
    Firm CRD# 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


    Top Financial Advisor Firms in Chicago, Illinois (Ranked by AUM)

    Firm Name AUM No. of Clients Fee Structure
    Ubs Oconnor Llc
    One North Wacker Drive, Floor 31,
    Chicago, IL 60606
    $20,520,615,594 37 A percentage of AUM
    Performance Based
    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)
    Wolverine Asset Management, Llc
    175 West Jackson Blvd. , Suite 340,
    Chicago, IL 60604
    $10,761,937,323 3 A percentage of AUM
    Performance Based
    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)
    Oasis Investment Strategies Llc
    222 S. Riverside Plaza , Suite 1200,
    Chicago, IL 60606
    $7,584,065,130 11 A percentage of AUM
    Fixed fees
    Bmo Asset Management Corp.
    115 South Lasalle Street , 11w,
    Chicago, IL 60603
    $4,279,818,443 15 A percentage of AUM
    Performance Based
    Wellspring Capital Advisors, Llc
    1 East Wacker Drive , Suite 2805,
    Chicago, IL 60601-1802
    $4,155,000,000 10 A percentage of AUM
    Fixed fees
    Muller & Monroe Asset Management,Llc
    180 N. Stetson Avenue , Suite 1320,
    Chicago, IL 60601-6820
    $1,203,931,984 10 A percentage of AUM
    Fixed fees
    Performance Based
    Other (5% CARRIED INTEREST IN ADVISORY CLIENTS)
    Greenrock Research, Inc.
    223 W. Jackson Blvd , Suite 850,
    Chicago, IL 60606-5912
    $1,065,508,010 2675 A percentage of AUM
    Fixed fees
    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
    Cogent Strategic Wealth Llc
    77 West Wacker Drive , Suite 4500,
    Chicago, IL 60601
    $216,588,378 359 A percentage of AUM
    Uhlmann Investment Management, L.L.C.
    303 West Madison Street , Suite 1700,
    Chicago, IL 60606
    $158,885,346 294 A percentage of AUM

      List of Additional Advisors in Chicago, Illinois*

      * Additional advisors listing is provided in partnership with Yext

      Financial Advisor Office Location Phone Number
      Andrew D Griffo
      Inquire with Andrew
      227 West Monroe St, Suite 3400, Chicago, IL  60606 312-648-3512
      Allan Ettinger
      Inquire with Allan
      227 West Monroe St.,Suite 3400, Chicago, IL  60606 312-917-7429
      Brian F Hickey
      Inquire with Brian
      233 S Wacker Dr, Ste 8600, Chicago, IL  60606 312-419-3630
      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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        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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