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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 - 20-Mar-2023

Oak Brook has 7 WiserAdvisor vetted Financial Planners and Advisors 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 19 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
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
Timothy Creath
QKA, CLU®, ChFC®
CREATH FINANCIAL SERVICES
903 Sienna Drive,
Schaumburg, IL 60193
30 $5,000,000 $50,000 Fee-Based
Personal Capital
PERSONAL CAPITAL
---,
Chicago, IL 60601
11 $22,400,000,000 $100,000 Fee-Based
Christopher Barberini
LAKESHORE CAPITAL GROUP
1811 Hicks Rd. Suite A,
Rolling Meadows, IL 60008
11 $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 Not Specified Not Specified Fee-Only

Information on Qualified Financial Advisors in Oak Brook

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 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 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# 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

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 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

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


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

Firm Name AUM No. of Clients Fee Structure
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)
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)
LANDMARK CAPITAL INC.
1100 Jorie Blvd, Suite 364,
Oak Brook, IL 60523-4415
$269,306,672 298 A percentage of AUM
Hourly charges
ENSENIA WEALTH, LLC
2901 Butterfield Road,
Oak Brook, IL 60523
$255,241,707 28 A percentage of AUM
RED OAK CAPITAL MANAGEMENT, INC.
1415 W 22nd Street , Tower Floor,
Oak Brook, IL 60523
$231,179,530 1256 A percentage of AUM
Commision Based
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
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
ALLIED ASSET ADVISORS INC
715 Enterprise Drive,
Oak Brook, IL 60523
$160,300,000 1 A percentage of AUM
WATERSHED PRIVATE WEALTH LLC
1415 W. 22nd Street , Tower Floor,
Oak Brook, IL 60523
$102,400,000 137 A percentage of AUM
TALL PINES CAPITAL, LLC
1010 Jorie Blvd. , Suite 144,
Oak Brook, IL 60523
$19,514,074 59 A percentage of AUM
Performance Based
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
$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
    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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