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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
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.
Orland Park
has
5
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
67
non-vetted advisors in your local area. These financial advisors in
Orland Park, Illinois
have an average of
14
years of experience.
NOTE: The list of financial
advisors in
Orland Park, 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
Orland Park, Illinois.
| Qualified Financial Advisors in Orland Park, 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 |
| David Steger
CFP®, CFA® THE ADVISORYONE GROUP 200 West Adams Street Suite 2450, Chicago, IL 60606 |
12 | Not Specified | Not Specified | Fee-Based |
| Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION ---, Chicago, IL 60601 |
11 | $15,000,000,000 | $100,000 | Fee-Based |
| Jim Hagedorn
CFA® CHICAGO PARTNERS 1 N. Wacker Dr., Chicago, IL 60606 |
29 | Not Specified | $500K | Fee-Only |
| Paul Raab
EDELMAN FINANCIAL ENGINES, LLC 3100 Sanders Road, Suite 125, Northbrook, IL 60062 |
10 | Not Specified | Not Specified | Fee-Based |
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.
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# 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.
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
FirmCRD# 155172
Compensation/Fee Fee-Based
Office Location
---,
Chicago,
IL
60601
Phone Number
650-556-1310
WHY USE PERSONAL CAPITAL
Free Financial Tools
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.Personalized Advice
Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.Customized Strategy
Customization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.Identify Hidden Fees
You could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Discover any hidden investment fees you weren't aware of.Invest in a Sustainable Future
Our Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.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
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# 4583528
FirmCRD# 147662
Compensation/Fee Fee-Only
Office Location
1 N. Wacker Dr.,
Chicago,
IL
60606
Phone Number
312-375-3282
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# 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.
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 Orland Park, Illinois (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Strategic Investment Solutions, Inc.
9501 W 144th Place, Orland Park, IL 60462-2562 |
$615,000,000 | 2593 |
A percentage of AUM |
| Ofm Wealth
Winterset Office Park , 10709 W. 159th Street, Orland Park, IL 60467 |
$313,906,520 | 811 |
A percentage of AUM Hourly charges |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| A J Moran Inquire with A |
15255 S 94th Ave, Ste 405, Orland Park, IL 60462 | 708-226-3438 |
| Andrew Leoni Inquire with Andrew |
15341 S. 94th Ave, Ste 200, Orland Park, IL 60462 | 708-226-5486 |
| Christopher M Shriver Inquire with Christopher |
15030 S Ravinia Ave, Ste 39, Orland Park, IL 60462 | 708-349-1001 |
| Michael D Ruggiero Inquire with Michael |
15255 S 94th Ave, Ste 405, Orland Park, IL 60462 | 708-226-3436 |
| John Schavocky Inquire with John |
15424 S Harlem Ave, Orland Park, IL 60462 | 815-464-2929 |
| Kevin Koney Inquire with Kevin |
15030 S Ravinia Ave, Ste 39, Orland Park, IL 60462 | 708-349-1001 |
| Gregory Schultze Inquire with Gregory |
15424 S Harlem Ave, Orland Park, IL 60462 | 708-342-2639 |
| Keith Davison Inquire with Keith |
15255 S 94th Ave, Ste 405, Orland Park, IL 60462 | 708-226-3424 |
| Patricia A Koney Inquire with Patricia |
15030 S Ravinia Ave, Ste 39, Orland Park, IL 60462 | 708-349-1001 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
15341 S. 94th Ave, Ste 200, Orland Park, IL 60462 | 708-226-1900 |
Grow your AUM with pre-qualified leads!
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?
