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Find Top Financial Advisors in Oak Brook, Illinois

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 Oak Brook, Illinois

Last Updated - February 25, 2024

Oak Brook has 7 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 25 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.

Qualified Financial Advisors in Oak Brook, Illinois

Financial Advisor Experience AUM Minimum Assets Fee Structure
Jim Hagedorn
CFA®
CHICAGO PARTNERS
1 N. Wacker Dr.,
Chicago, IL 60606
29 Years Not Specified $0 Fee-Only
Savant Wealth Management
4040 N. Lincoln Ave,
Chicago, IL 60618
35 Years $0 Not Specified Fee-Only
Christopher Barberini
LAKESHORE CAPITAL GROUP
1811 Hicks Rd. Suite A,
Rolling Meadows, IL 60008
11 Years $35,000,000 $400,000 Fee-Only
Eric Kirste
CFP®, CIMA®, AIF®
SAVVY ADVISORS, INC
300 N. Pine Street,
Prospect Heights, IL 60070
22 Years Not Specified $500,000 Fee-Only
Allworth Financial
AIF®, BFA", CDFA", RFC®
2610 Lake Cook Road Suite 250,
Riverwoods, IL 60015
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Savant Wealth Management
475 Half Day Road,
Lincolnshire, IL 60069
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

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Information on Qualified Financial Advisors in Oak Brook, Illinois

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

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# 107271

Compensation/Fee Fee-Only, Based on Assets


Office Location 4040 N. Lincoln Ave,
Chicago,
IL
60618
Phone Number 773-697-9528

About Savant Wealth Management

Savant Wealth Management

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# 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.

About Lakeshore Capital Group

Lakeshore Capital Group

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 CRD# 3245871
Firm CRD# 111111
Series 66

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets


Office Location 300 N. Pine Street,
Prospect Heights,
IL
60070
Phone Number 847-595-1986

Eric brings 22+ years of experience working closely with business owners, individuals and families in transition, helping them navigate difficult changes. Compassion is important to Eric, and his goal is to help clients who are going through a divorce or grieving the loss of a spouse or family member get through the transition to financial independence and overcome new challenges with confidence. He also helps business owners and professionals nearing retirement to be best prepared for their ideal retirement lifestyle. At Savvy, he strives to help his clients align their money with their values, provide integrated solutions to serve all of their financial needs, and empower them to make a lifetime of smart financial decisions. Importantly, Eric is committed to keeping his clients' best interests top of mind while offering ongoing guidance, encouragement and accountability. With a passion for helping others, Eric has volunteered for the Foundation for Financial Planning, AARP and Wings for Widows. Eric is a native of the northwest suburbs of Chicago. He is committed to giving back to his community and serves as the Treasurer for the Prospect Heights Park District Board of Commissioners and the Old Orchard Country Club.

About Savvy Advisors, Inc

Savvy Advisors, Inc

Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit www.savvywealth.com to learn more. Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy Wealth).

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, Legal 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

About Allworth Financial

Allworth Financial

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 Firm CRD# 107271

Compensation/Fee Fee-Only, Based on Assets


Office Location 475 Half Day Road,
Lincolnshire,
IL
60069
Phone Number 847-541-6888

About Savant Wealth Management

Savant Wealth Management

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

About Kotys Wealth Professionals

Kotys Wealth Professionals

At Kotys Wealth Professionals everything we do is focused on you and your goals. Our first order of business is taking the time to get to know you - what you want for yourself and your family, your appetite for risk, your plans for the future. With that foundation set, we then educate you, guide you and provide you with financial strategies that will help you accomplish your goals. We see money as a tool to help you realize your dreams and reach a higher purpose with your wealth. We invite you to contact us at 219-465-6924 for a no-cost initial meeting where you can experience how Kotys Wealth Professionals work as 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


Customer Reviews

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.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
JVM CAPITAL L.L.C.
903 Commerce Drive, Suite 250, Oak Brook, IL 60523
7 8 $1,301,500,000
Commission Based, Performance Based, Other (TRANSACT, ADMIN, GUARANTY, FINANCING, AM, PROPERTY/CONSTRUCT FEE)
HUIZENGA CAPITAL MANAGEMENT, LLC
2215 York Road, Suite 500, Oak Brook, IL 60523-4014
12 16 $832,726,216
A Percentage of AUM, Performance Based, Other (% OF COMMITMENT OR CONTRIBUTED CAPITAL, CONTINGENCY, TRANSACTION)
ROCK ISLAND CAPITAL
1415 W 22nd Street, Suite 1250, Oak Brook, IL 60523
8 12 $505,851,000
A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
LANDMARK CAPITAL INC.
1100 Jorie Blvd, Suite 364, Oak Brook, IL 60523-4415
4 313 $254,355,496
A Percentage of AUM, Hourly charges
INLAND INVESTMENT ADVISORS, LLC
2901 Butterfield Road, Oak Brook, IL 60523
2 31 $248,998,402
A Percentage of AUM
NORTH BRANCH CAPITAL MANAGEMENT, L.P.
2215 York Road, Suite 420, Oak Brook, IL 60523
7 4 $234,300,000
A Percentage of AUM, Performance Based
WATERSHED PRIVATE WEALTH LLC
1415 W. 22nd Street, Tower Floor, Oak Brook, IL 60523
3 350 $185,752,598
A Percentage of AUM
STONEBRIDGE WEALTH MANAGEMENT LLC
1010 Jorie Blvd, Suite 144, Oak Brook, IL 60523
4 889 $181,789,643
A Percentage of AUM, Hourly charges, Fixed Fees
TALL PINES CAPITAL, LLC
1010 Jorie Blvd., Suite 144, Oak Brook, IL 60523
2 65 $18,796,773
A Percentage of AUM, Performance Based
INVESTMENT CONSULTING SERVICES, LLC
2215 York Road, Suite 206, Oak Brook, IL 60523
6 0 $0
Fixed Fees, Other (POOLED EMPLOYER PLAN CLIENTS-ASSET BASED FEES)

    Frequently Asked Questions

    Financial advisors in Illinois may offer a range of services, including investment management, retirement planning, tax planning, estate planning, and insurance. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our directory, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor.

    When choosing a financial advisor in Illinois, it's important to consider an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, we recommend our guide on the 5 Things to Consider When Hiring a Financial Advisor.

    A financial advisor in Illinois can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and recommending investment strategies to help you achieve those goals. They can also provide guidance on college savings vehicles, such as 529 plans, and help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

    To find a reputable financial advisor in Illinois, you have several options. You can conduct thorough research and perform a background check using regulatory bodies like FINRA BrokerCheck and the SEC, as they uphold strict ethical standards. Additionally, check online reviews, seek referrals from trusted individuals, and verify the advisor's credentials and track record. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare vetted advisors tailored to your specific needs.

    To find a trustworthy financial advisor in Illinois who can assist with your retirement planning, it is recommended to thoroughly assess each advisor's experience, credentials, and track record of working with clients for their retirement. Taking the time to evaluate these factors will help you find a trustworthy advisor who can provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    During your first meeting with a financial advisor in Illinois, you can expect to discuss your financial goals and concerns, as well as your current financial situation. The planner may ask questions about your income, expenses, assets, and liabilities, as well as your risk tolerance and investment preferences. Based on this information, the planner can develop a personalized plan to help you in achieving your financial goals. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.