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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
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.
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
ANCHOR WEALTH MANAGMENT 4949 Harrison Ave, Ste 110, Rockford, IL 61063 |
Not Disclosed | $400,000,000 | $0 | Fee-Based |
| Michael Stewart
RFC®, CFP® CRYSTAL LAKE TAX & FINANCIAL INC 451 Coventry Lane, Suite 102, Crystal Lake, IL 60014 |
21 | Not Specified | Not Specified | Fee-Based |
| 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 |
Qualifications
Firm CRD# 39543
Series 7, 24, 66
Compensation/Fee Fee-Based
Office Location
4949 Harrison Ave,
Ste 110,
Rockford,
IL
61063
Phone Number
815-201-5011
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,
IL
60014
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.
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,
Riverwoods,
IL
60015
Phone Number
888-242-6766
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 |
| SAVANT WEALTH MANAGEMENT
190 Buckley Drive, Rockford, IL 61107 |
$11,854,216,611 | 8116 |
A percentage of AUM Hourly charges Fixed fees |
| BATES FINANCIAL ADVISORS, INC.
8437 Northern Ave, Rockford, IL 61107 |
$550,506,678 | 2072 |
A percentage of AUM Hourly charges Fixed fees |
| FOCUS FINANCIAL ADVISORS
6870 Rote Road , Suite 101, Rockford, IL 61107-2690 |
$130,055,949 | 430 |
A percentage of AUM Hourly charges Fixed fees |
* 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 |
Grow your AUM with pre-qualified leads!
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