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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
536
non-vetted advisors in your local area. These financial advisors in
Chicago
,
Illinois
have an average of
23
years of experience.
NOTE: The list of vetted financial
advisors in
Chicago
,
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
Chicago, Illinois.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 29 Years | Not Specified | $0 | Fee-Only | |
| 11 Years | $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 |
| 30 Years | $5,000,000 | $50,000 | Fee-Based |
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
| 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)
|
|
| 67 | 37 | $20,520,615,594 | A percentage of AUM, Performance Based
|
|
| 76 | 79 | $15,170,938,597 | A percentage of AUM, Performance Based
|
|
| 27 | 63674 | $13,352,100,000 | A percentage of AUM, Fixed fees, Other (AUA AND SHAREHOLDER SERVICING FEES)
|
|
| 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)
|
|
| 4 | 5 | $8,496,390,459 | A percentage of AUM, Fixed fees, Performance Based, Other (ADMINISTRATIVE SERVICES FEE)
|
|
| 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
|
|
| 5 | 182 | $712,389,687 | A percentage of AUM, Fixed fees
|
|
| 4 | 619 | $455,038,451 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 340 | $265,356,182 | A percentage of AUM, Fixed fees
|
|
| 12 | 294 | $158,885,346 | 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 | |
| 227 West Monroe St, Suite 3400, Chicago, IL 60606 | 312-648-3576 | |
| 233 S Wacker Dr, Ste 9200, Chicago, IL 60606 | 312-453-9111 | |
| 1815 West Wilson Avenue, Chicago, IL 60640 | 312-291-1677 | |
| 233 S Wacker Dr, Ste 8600, Chicago, IL 60606 | 312-443-6094 | |
| 233 S Wacker Dr, Ste 8600, Chicago, IL 60606 | 312-827-6705 | |
| 233 S Wacker Dr, Suite 8600, Chicago, IL 60606 | 312-419-3365 | |
| 227 West Monroe St, Suite 3400, Chicago, IL 60606 | 312-648-3541 |
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?
