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Find Top Financial Advisors in Oak Brook, 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 Oak Brook, Illinois
Last Updated - 10-May-2022

Oak Brook has 7 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 87 non-vetted advisors in your local area. These financial advisors in Oak Brook , Illinois have an average of 16 years of experience.

NOTE: The list of financial advisors in Oak Brook , 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 Oak Brook , Illinois .

Qualified Financial Advisors in Oak Brook, Illinois
Financial Advisor Experience AUM Minimum Assets Fee Structure
Kyle Nolan
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1515 W. 22nd Street Suite 850W,
Oak Brook, IL 60523
12 Not Specified Not Specified Fee-Based
Rob Kirvan
76784
ADVANCED PLANNING ADVISORS
2135 City Gate Lane,
Naperville, IL 60563
8 $48,000,000.00 100,000.00 Fee-Based
David Steger
CFP®, CFA®
THE ADVISORYONE GROUP
200 West Adams Street Suite 2450,
Chicago, IL 60606
Not Disclosed Not Specified Not Specified Fee-Based
Jim Hagedorn
Chartered Financial Analyst (CFA)
CHICAGO PARTNERS
1 N. Wacker Dr.,
Chicago, IL 60606
29 Not Specified $500K Fee-Only
Timothy Creath
ChFC®, QKA, CLU®
CREATH FINANCIAL SERVICES
903 Sienna Drive,
Schaumburg, IL 60193
30 $5,000,000 $50,000 Fee-Based
Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION
---,
Chicago, IL 60601
11 $15,000,000,000 $100,000 Fee-Based
Paul Raab
EDELMAN FINANCIAL ENGINES, LLC
3100 Sanders Road,
Northbrook, IL 60062
10 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Oak Brook

Qualifications CRD# 5426926
FirmCRD# 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.


Qualifications CRD# 6135958
FirmCRD# 152665
Series 65

Compensation/Fee Fee-Based


Office Location 2135 City Gate Lane,
Suite 300,
Naperville,
IL
60563
Phone Number 630-780-1099

Robert Kirvan is a Financial Planner at Advanced Planning Advisors, Inc., a full service Retirement Management Firm. Mr. Kirvan is a Investment Advisor Representitive, that acts in a Fiduciary capacity to act in the best interests of all his clients. Robert has over 19 years experience in business and financial services. His main focus is working with pre-retirees and retirees, to build a solid financial plan that enables them to enjoy retirement the way they had envisioned it, without the issues that threaten retirement security for many Americans. Robert takes a holistic approach to retirement planning, encompassing the entire Financial House not just segments. This helps clients to make sound and informed decisions that will not only impact today, but will have a profound effect on the future. Robert is a co- host of SMART MONEY TALK, heard every week on AM560 The Answer, Saturdays at 6:00am.Robert has lectured extensively throughout the Country and Chicago land area with respect to retirement and retirement income planning. Mr. Kirvan has been interviewed and published by many local and national publications. Most recently by the Wall Street Journal, with regards to Risk and how it affects retirees portfolio selections. Author of the book ONE SHOT - Ready-Aim-Retire. A step by step manual for positioning assets as you approach Retirement to drive income and long term growth.

About Advanced Planning Advisors

At Advanced Planning Advisors, we focus on Retirement Management. We provide our clients with an unbiased view and plan of action to help meet their objectives. Our loyalty is solely to our clients, so our trusted Advisors choose the products and programs that will best suit the client and not the Advisors. If you are looking for seasoned professionals in Retirement Plan Management, Financial Asset Management, Life Insurance or Long Term Care Insurance, we are confident that you will find the answers you have been seeking at our client-focused firm. As Fiduciaries, we are required to act in the best interest of our clients.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 5951596
FirmCRD# 6413
Series 7, 66

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


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
FirmCRD# 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 CRD# 2245517
FirmCRD# 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 FirmCRD# 155172

Compensation/Fee Fee-Based


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

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Transparent Fees

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 is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. 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# 5963018
FirmCRD# 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.


Top Financial Advisor Firms in Oak Brook, Illinois
Firm Name AUM No. of Clients Fee Structure
Ensenia Wealth, Llc
2901 Butterfield Road,
Oak Brook, IL 60523
$255,241,707 28 A percentage of AUM
Investment Consulting Services, Llc
2215 York Road , Suite 206,
Oak Brook, IL 60523
$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
$310,300,000 1 A percentage of AUM
Performance Based
Red Oak Capital Management, Inc.
1415 W 22nd Street , Tower Floor,
Oak Brook, IL 60523
$231,179,530 1256 A percentage of AUM
Stonebridge Wealth Management Llc
1010 Jorie Blvd , Suite 144,
Oak Brook, IL 60523
$184,622,321 815 A percentage of AUM
Hourly charges
Fixed fees
Tall Pines Capital, Llc
1010 Jorie Blvd. , Suite 144,
Oak Brook, IL 60523
$19,514,074 59 A percentage of AUM
Performance Based
Landmark Capital Inc.
1100 Jorie Blvd, Suite 364,
Oak Brook, IL 60523-4415
$269,306,672 298 A percentage of AUM
Hourly charges
Allied Asset Advisors Inc
715 Enterprise Drive,
Oak Brook, IL 60523
$160,300,000 1 A percentage of AUM
Huizenga Capital Management, Llc
2215 York Road , Suite 500,
Oak Brook, IL 60523-4014
$942,604,717 15 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
$607,000,000 12 A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)
Jvm Capital L.L.C.
903 Commerce Drive , Suite 250,
Oak Brook, IL 60523
$1,301,500,000 8 Commision Based
Performance Based
Other (TRANSACT, ADMIN, GUARANTY, FINANCING, AM, PROPERTY/CONSTRUCT FEE)
North Branch Capital Management, L.P.
2215 York Road, Suite 420,
Oak Brook, IL 60523
$229,330,658 5 A percentage of AUM
Performance Based
Watershed Private Wealth Llc
1415 W. 22nd Street , Tower Floor,
Oak Brook, IL 60523
$102,400,000 137 A percentage of AUM

    List of Additional Advisors in Oak Brook, Illinois*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bond Roth
    Inquire with Bond
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-573-9696
    Brett Proudfoot
    Inquire with Brett
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-573-9781
    Brian Hammersley
    Inquire with Brian
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-203-6157
    Ayesha Sarvana
    Inquire with Ayesha
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-573-9730
    Brian T Enns
    Inquire with Brian
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-573-9689
    Alchemy Financial Group
    Inquire with Alchemy
    1111 West 22nd Street, Suite 280, Oak Brook, IL  60523 630-656-9000
    AXA Advisors, Warren Suess, CFP
    Inquire with AXA
    1515 W. 22nd St., Oak Brook, IL  60523 630-954-8047
    Aimee Lynn Bowman
    Inquire with Aimee
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-573-9775
    Bartosz Bak
    Inquire with Bartosz
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-203-6168
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    2211 York Rd, Ste 100, Oak Brook, IL  60523 630-573-9700
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      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?