Find Top Financial Advisors in Rockford, Illinois

Advisor Match Advisor Match

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 Rockford, Illinois
Last Updated - 16-Mar-2023

Rockford has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 54 non-vetted advisors in your local area. These financial advisors in Rockford, Illinois have an average of 21 years of experience.

NOTE: The list of financial advisors in Rockford, 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 Rockford, Illinois.

Qualified Financial Advisors in Rockford, Illinois
Financial Advisor Experience AUM Minimum Assets Fee Structure
Anchor Wealth Management
4949 Harrison Ave,
Ste 110,
Rockford, IL 61063
Not Disclosed $400,000,000 $0 Fee-Based
Michael Stewart
451 Coventry Lane,
Suite 102,
Crystal Lake, IL 60014
21 Not Specified Not Specified Fee-Based
Allworth Financial
2610 Lake Cook Road Suite 250,
Riverwoods, IL 60015
Not Disclosed $10,000,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Rockford

Qualifications Firm CRD# 39543
Series 7, 24, 66

Compensation/Fee Fee-Based

Office Location 4949 Harrison Ave,
Ste 110,
Phone Number 815-201-5011

About Anchor Wealth Managment

As with any long journey, we begin wealth management planning with the end in mind. By understanding where you want to be when the journey ends, we are better able to chart the course as your financial advisors. And while we can never predict all of the bumps and diversions, we can better prepare for them.

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# 4243807
Firm CRD# 173272
Series 65

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

Office Location 451 Coventry Lane,
Suite 102,
Crystal Lake,
Phone Number 815-526-3092

Michael Stewart has been in suburban Chicago for most of his 51 years. He has been in the financial planning industry for over 21 years. His past experience includes 8 years in the Private Client Group and Investment Management divisions of two of Chicago's largest banks, overseeing deposits in excess of $200,000,000 in McHenry County. In 2008, Michael founded his own firm to independently serve the tax planning and conservative financial planning needs of his clients in or nearing retirement. Michael strives on educate his clients on how to invest profitably and avoid loss by providing conservative options. He is dedicated to helping his clients reap the rewards of a well planned retirement. In addition, Michael is a well established author, speaker and consultant on economic matters. He lives in McHenry with his wife of 21 years and their 3 children.

About Crystal Lake Tax & Financial Inc

At Crystal Lake Tax & Financial, we specialize in teaching clients how the world of income- generating investments and strategies can be used to help those in and nearing retirement to conservatively achieve their long-term financial goals and avoid common retirement planning mistakes. Protecting your principal from market losses and generating income and dividends will grow your money organically, or as we like to say "the old fashioned way." We rely on real world proven strategies rather than just hope like so many other brokers. Our number one mission is client education. We want to work with you to ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long term goals. We believe piece of mind comes from understanding your options and from working with your advisor to choose the options that work best for you and your family. Services offered; Financial Planning, Retirement Income Planning, Estate Planning, Income Tax Preparation and Investment Management.

Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based

Office Location 2610 Lake Cook Road Suite 250,
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

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

Firm Name AUM No. of Clients Fee Structure
190 Buckley Drive,
Rockford, IL 61107
$11,854,216,611 8116 A percentage of AUM
Hourly charges
Fixed fees
8437 Northern Ave,
Rockford, IL 61107
$550,506,678 2072 A percentage of AUM
Hourly charges
Fixed fees
6870 Rote Road , Suite 101,
Rockford, IL 61107-2690
$130,055,949 430 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Rockford, Illinois*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amy Harris
    Inquire with Amy
    7160 Argus Dr, Ste 102, Rockford, IL  61107 815-399-3311
    Amy Hatch
    Inquire with Amy
    6870 Rote Rd, Ste 102, Rockford, IL  61107 815-708-6112
    Brian Lindsay
    Inquire with Brian
    2126 N Perryville Rd, Rockford, IL  61107 815-639-4135
    Allan Larson
    Inquire with Allan
    6067 Strathmoor Dr, Rockford, IL  61107 815-399-7500
    Aspire Financial Group
    Inquire with Aspire
    7160 Argus Dr, Ste 102, Rockford, IL  61107 815-399-3311
    Brian K Aarvig
    Inquire with Brian
    2126 N Perryville Rd, Rockford, IL  61107 815-639-4132
    Jacob Fitzgerald
    Inquire with Jacob
    6845 Weaver Rd, Ste 300, Rockford, IL  61114 815-316-6460
    Lori Helland
    Inquire with Lori
    6870 Rote Rd, Ste 102, Rockford, IL  61107 815-708-6112
    Robin A Fiorentino
    Inquire with Robin
    6067 Strathmoor Dr, Rockford, IL  61107 815-399-7500
    Kevin Heideman
    Inquire with Kevin
    363 Financial Ct, Ste 200, Rockford, IL  61107 815-977-5999
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Illinois?

      Grow your AUM with pre-qualified leads!


      Customer Reviews

      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?