Free match service | No obligation to hire
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
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.
Oak Brook
has
9
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Oak Brook,
Illinois
have an average of
21
years of experience.
NOTE: The list of vetted financial
advisors in
Oak Brook,
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
Oak Brook, Illinois.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 23 Years | $250,000,000 | $100,000 | Fee-Based | |
| Not Disclosed | Not Specified | $100,000 | Fee-Based | |
| 9 Years | Not Specified | $0 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 35 Years | $0 | Not Specified | Fee-Only | |
| 19 Years | Not Specified | $0 | Fee-Based | |
| 11 Years | $35,000,000 | $400,000 | Fee-Only | |
| 35 Years | $0 | Not Specified | Fee-Only | |
|
Wesley Kotys
CFP®, AAMS® KOTYS WEALTH PROFESSIONALS 1111 Glendale Blvd., Suite 105, Valparaiso, IN 46383 |
21 Years | Not Specified | $500,000 | Fee-Only |
Qualifications
CRD# 4286755
Firm CRD# 6413
Series 3, 7, 31, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
1211 West 22nd Street,
Suite 209,
Oak Brook,
IL
60523
Phone Number
331-264-1565
Mark brings over 20 years of industry experience to his role as Vice President, Financial Advisor. He is passionate about providing the best possible service to his clients and founded Ackerman Wealth Management in 2024 to improve his clients' experiences. Mark received his degree in Economics from the University of Minnesota, Twin Cities. He holds his Series 7, 31, and 66 as well as Insurance Licenses with LPL Financial. Mark is excited to begin this new chapter and looks forward to hearing from you. Reach out to schedule time and learn more about the Ackerman Wealth Management Experience.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance in order to provide quality services. Our services include: -Portfolio Management -Investment Management -Financial Planning -Life Insurance -Estate Planning -Alternative Investments -Retirement Planning
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
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2655 Warrenville Road,
Suite 110,
Downers Grove,
IL
60515
Phone Number
847-600-9626
Kate Baness knows that it takes critical thinking, persistence, and patience to uncover the path to success in the world of investment planning. In her role as Wealth Advisor at HighPoint Planning Partners, she puts her belief that people should have honest, reliable, and fair resources to tackle life's toughest challenges into practice. Kate draws on her expertise in relationship building towards the goal of HighPoint's mission - provide actually-individualized plans, white-glove service, and clear understanding in everything they do. Kate gained experience in strategizing and pulling resources together for the clients' benefit at the Walgreens Boot Alliance (corporate) as well as Northwestern Mutual and Wells Fargo Financial Network. She keeps a level head in fraught situations, has a compulsion to solve problems, and is passionate about providing the clients with comprehensible financial education. In addition to all this, she also holds a BS in Business Administration from Valparaiso University and her Series 7, 24 & 66 securities registrations. Having seen the heartbreaking effects of food insecurity, the detrimental impact of pancreatic cancer, and the hardships of insulin deficiencies, Kate supports non-profits such as Feeding America, PanCAN, and the Sansum Diabetes Research Institute. She grew up in Columbus, OH before moving to the Chicago suburbs for school, where she now is raising a very active family. They do everything together - road trips to well-hidden eateries, frequent visits to parks, family game nights, and a constant stream of seasonal activities! When she manages to get some free time, Kate is a voracious reader, likes to ski, and can often be found on a disc golf course.
As an independent firm, HighPoint Planning Partners has no ties to a corporate parent, investment banking organization or other entity that may present conflicts of interest for our clients. As a result, we have no proprietary products to sell or corporate agenda to fulfill. Our independence allows us to provide you with objective financial guidance and act in your best interests at all times.
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
Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
10275 W Higgins Road, Suite 200,
Rosemont,
IL
60018
Phone Number
630-877-4534
Nothing compares to the feeling of helping a family or individual plan for their financial future. I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
18927 Hickory Creek Drive,
Suite 310,
Mokena,
IL
60448
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
4040 N. Lincoln Ave,
Chicago,
IL
60618
Phone Number
773-697-9528
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
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, Legal Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4527425
Firm CRD# 319203
Series 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
1165 N Clark St #700,
Chicago,
IL
60610
Phone Number
312-815-8335
My mission is to serve you and your family. I am committed to serve as your familys CFO (Chief Financial Officer) and guide you through both ordinary and unforeseen events of life. I develop long term relationships with my clients and their families, and strive to always provide them with the best possible service and advice. At Milestone Money, my clients are my only priority, and I invest considerable time in all of my relationships to make sure each client gets exactly what they need. I invite you to schedule some time with me to see how I might be able to help you. Prior to founding Milestone Money, I was the Owner and Managing Member of Nestegg Advisory, an independent wealth management firm that I started in 2012. Prior to that, I was a Vice President in the Private Bank at J.P.Morgan, and worked exclusively with High Net Worth and Ultra High Net Worth clients. I hold the FINRA Series 66 securities license registration, and previously held the FINRA Series 7 registration. I relinquished the Series 7 designation in 2014 to reaffirm my role as a fiduciary advisor to clients. One of my passions is continuing education. In 2023, I earned the Retirement Management Advisor designation from the Investments & Wealth Institute to provide customized retirement income plans and services to retirees and people about to retire. In the same year, I also earned the Certified Exit Planning Advisor designation from the Exit Planning Institute to help small business owners plan for financially sound future after the sell the business. In 2020, I earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning designation, which helped me focus on the needs of pre-retirees and clients who have already retired. I earned the Accredited Investment Fiduciary Certification in 2017. I also obtained a Certificate of Completion from Northwestern Universitys Certified Financial Planner Education Program in 2006. Away from work, I enjoy travel, media, sports and music. I enjoy coaching youth sports, I am actively involved in Cub Scouts, and live in Chicago with my wife and two children.
Retirement today is no longer an ending point, but rather a launching point. The reality is we are working much longer, living much longer, and gaining more sophisticated financial challenges along the way. At Milestone Money, we help clients adopt a more modern perspective to imagine a time where there is a lifecycle to retirement that includes three distinct phases, each with its own set of concerns and considerations.
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
Qualifications
CRD# 5969705
Firm CRD# 325609
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# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
475 Half Day Road,
Lincolnshire,
IL
60069
Phone Number
847-541-6888
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
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, Legal Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4051934
Firm CRD# 168156
Compensation/Fee Fee-Only, Based on Assets
Office Location
1111 Glendale Blvd.,
Suite 105,
Valparaiso,
IN
46383
Phone Number
219-465-6924
Wesley Kotys is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. Kotys Wealth Professionals specializes in providing holistic financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Wesley Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional. As Founder and CEO of Kotys Wealth Professionals, Wesley (Wes) Kotys brings over 20 years of financial planning and investment management experience to the firm. Wes is also intricately involved in the firms day-to-day business, managing investment models and conducting research utilizing our highly disciplined rules-based process. Prior to launching The Kotys Group in 2007, Wes spent nearly a decade with major broker-dealers, such as Prudential Financial and Edward Jones. At Edward Jones, he had one of the fastest growing offices in the country. A second generation financial adviser, Wes was also in the top 10% of all financial advisors associated with LPL from 2012-2013. As an accomplished speaker and financial educator, Wes has received national and regional awards as a financial advisor. He is also very involved in the community and believes strongly in giving back. Wes attended Purdue University and graduated from Indiana Wesleyan University with a bachelor's degree in Business Administration. He believes strongly in continuing education and has earned the following certifications and accreditations: CERTIFIED FINANCIAL PLANNER™ (CFP®) Accredited Asset Management Specialist (AAMS®) Series 66 Uniform Securities Agent/Registered Investment Advisor Life and Health Insurance
At Kotys Wealth Professionals, we believe in a personalized approach to wealth managementone that truly sets us apart. Unlike many of the biggest names in financial planning that often rely on one-size-fits-all packages, Kotys Wealth Professionals offer you the best of both worlds: the confidence of a big firm coupled with the intensely personal relationships and services with Midwest values. We take the time to provide highly-customized solutions tailored to the unique needs of high-net-worth individuals, families, business owners, endowments, and municipalities. Kotys Wealth Professionals is a fee-only, independent Registered Investment Advisor (RIA) with our corporate office located in Valparaiso, Indiana, and a branch office in Folsom, California. We are proud to serve clients across the country, striving to do what is our clients best interest without the pressure of being sold financial products. Our disciplined portfolio management style is supported by an investment committee that employs a highly methodical approach to wealth management. We strive to provide holistic financial planning to help our clients build, manage, grow, and protect their assets through life's transitions. We would like the opportunity to discuss how our personalized services can benefit you. Please reach out to us at 219-465-6924 or info@kotyswealthpro.com. You can also visit our website at www.kotyswealthpro.com for more information. Investment Advisory services offered through TKG Advisors, LLC,/a Registered Investment Advisor.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 7 | 7 | $1,473,526,500 | Commission Based, Performance Based, Other (TRANSACT, ADMIN, GUARANTY, FINANCING, AM, PROPERTY/CONSTRUCT FEE)
|
|
| 18 | 1116 | $907,280,235 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 13 | 16 | $774,834,854 | A percentage of AUM, Performance Based, Other (% OF COMMITMENT OR CONTRIBUTED CAPITAL)
|
|
| 10 | 15 | $590,904,000 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
|
|
| 9 | 6 | $430,100,000 | A percentage of AUM, Performance Based
|
|
| 3 | 505 | $302,042,079 | A percentage of AUM, Fixed fees
|
|
| 4 | 943 | $213,741,113 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 73 | $17,436,780 | A percentage of AUM, Performance Based
|
|
| 3 | 0 | $0 | A percentage of AUM, Fixed fees, Other (POOLED EMPLOYER PLAN CLIENTS-ASSET BASED FEES)
|
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 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?
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.
