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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 - 01-Jun-2023

Oak Brook has 5 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 90 non-vetted advisors in your local area. These financial advisors in Oak Brook , Illinois have an average of 22 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
Timothy Creath
QKA, CLU®, ChFC®
CREATH FINANCIAL SERVICES
903 Sienna Drive,
Schaumburg, IL 60193
30 Years $5,000,000 $50,000 Fee-Based
Christopher Barberini
LAKESHORE CAPITAL GROUP
1811 Hicks Rd. Suite A,
Rolling Meadows, IL 60008
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
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 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

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# 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.

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 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 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

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
Commision 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 15 $942,604,717
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 $607,000,000
A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
LANDMARK CAPITAL INC.
1100 Jorie Blvd, Suite 364, Oak Brook, IL 60523-4415
5 298 $269,306,672
A percentage of AUM, Hourly charges
ENSENIA WEALTH, LLC
2901 Butterfield Road, Oak Brook, IL 60523
2 28 $255,241,707
A percentage of AUM
RED OAK CAPITAL MANAGEMENT, INC.
1415 W 22nd Street, Tower Floor, Oak Brook, IL 60523
15 1256 $231,179,530
A percentage of AUM, Commision Based
NORTH BRANCH CAPITAL MANAGEMENT, L.P.
2215 York Road, Suite 420, Oak Brook, IL 60523
7 5 $229,330,658
A percentage of AUM, Performance Based
STONEBRIDGE WEALTH MANAGEMENT LLC
1010 Jorie Blvd, Suite 144, Oak Brook, IL 60523
5 815 $184,622,321
A percentage of AUM, Hourly charges, Fixed fees
ALLIED ASSET ADVISORS INC
715 Enterprise Drive, Oak Brook, IL 60523
1 1 $160,300,000
A percentage of AUM
WATERSHED PRIVATE WEALTH LLC
1415 W. 22nd Street, Tower Floor, Oak Brook, IL 60523
2 137 $102,400,000
A percentage of AUM
TALL PINES CAPITAL, LLC
1010 Jorie Blvd., Suite 144, Oak Brook, IL 60523
2 59 $19,514,074
A percentage of AUM, Performance Based
INVESTMENT CONSULTING SERVICES, LLC
2215 York Road, Suite 206, Oak Brook, IL 60523
6 0 $0
Other (AGGREGATE ANNUAL HARD DOLLAR FEES-NO ASSET BASE FEES ARE CHARGED)
INLAND INSTITUTIONAL CAPITAL, LLC
2901 Butterfield Road, Oak Brook, IL 60523
2 0 $0
A percentage of AUM, Performance Based

    List of Additional Advisors in Oak Brook, Illinois*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-573-9696
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-573-9781
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-203-6157
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-573-9730
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-573-9689
    1111 West 22nd Street, Suite 280, Oak Brook, IL  60523 630-656-9000
    1515 W. 22nd St., Oak Brook, IL  60523 630-954-8047
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-573-9775
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-203-6168
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-573-9700

      Frequently Asked Questions

      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?