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Find Top Financial Advisors in Glenview, 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 Glenview, Illinois
Last Updated - 26-Sep-2022

Glenview has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 23 non-vetted advisors in your local area. These financial advisors in Glenview, Illinois have an average of 17 years of experience.

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

Qualified Financial Advisors in Glenview, Illinois
Financial Advisor Experience AUM Minimum Assets Fee Structure
Paul Raab
EDELMAN FINANCIAL ENGINES, LLC
3100 Sanders Road,
Suite 125,
Northbrook, IL 60062
10 Not Specified 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
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
Personal Capital
PERSONAL CAPITAL
---,
Chicago, IL 60601
11 $22,400,000,000 $100,000 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

Information on Qualified Financial Advisors in Glenview

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# 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# 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.

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 Firm CRD# 155172

Compensation/Fee Fee-Based


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

About Personal Capital

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:

  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# 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.


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

Firm Name AUM No. of Clients Fee Structure
Coyle Financial Counsel, Llc
2700 Patriot Blvd. , Suite 440,
Glenview, IL 60026
$855,372,435 2257 A percentage of AUM
Fixed fees
Capital Point Financial Group, Ltd.
4350 Di Paolo Center - Suite B,
Glenview, IL 60025
$326,948,692 1362 A percentage of AUM
Regal Advisory Services, Inc.
950 North Milwaukee Avenue , Suite 101,
Glenview, IL 60025-3771
$90,797,628 263 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Glenview, Illinois*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Pioneer Wealth Planning Group
    Inquire with Pioneer
    2400 Ravine Way, Ste 100, Glenview, IL  60025 847-486-9700
    Monte Luzadder
    Inquire with Monte
    2400 Ravine Way, Ste 100, Glenview, IL  60025 847-486-9700
    Cyrus Clausen
    Inquire with Cyrus
    2400 Ravine Way, Ste 100, Glenview, IL  60025 847-486-9700
    Julia Karasik
    Inquire with Julia
    2700 Patriot Blvd, Suite 150, Glenview, IL  60026 847-441-3670
    The Davis Benedict Group
    Inquire with Davis
    2700 Patriot Blvd, Suite 150, Glenview, IL  60026 847-441-3674
    Scott E Davis
    Inquire with Scott
    2700 Patriot Blvd, Suite 150, Glenview, IL  60026 847-441-3683
    Julie M Shechtman
    Inquire with Julie
    2700 Patriot Blvd, Suite 150, Glenview, IL  60026 847-441-3688
    Zachary Krantz
    Inquire with Zachary
    2700 Patriot Blvd, Suite 150, Glenview, IL  60026 847-386-0126
    Cherie A Bond
    Inquire with Cherie
    2700 Patriot Blvd, Suite 150, Glenview, IL  60026 847-784-6450
    Michael Wise
    Inquire with Michael
    2700 Patriot Blvd, Suite 150, Glenview, IL  60026 847-441-3689
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