Warrenville, IL
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Find Top Financial Advisors in Warrenville, Illinois

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 Warrenville, Illinois

Last Updated - May 11, 2024

Warrenville has 7 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Warrenville, Illinois have an average of 23 years of experience.

NOTE: The list of vetted financial advisors in Warrenville, Illinois mentioned below does 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 Warrenville, Illinois.

Qualified Financial Advisors in Warrenville, Illinois

Financial Advisor Experience AUM Minimum Assets Fee Structure
Jacob Schatz
CFP®, RICP®
INTENTGEN FINANCIAL PARTNERS
1460 Bond Street Suite 120,
Naperville, IL 60563
15 Years Not Specified $0 Fee-Based
WestPac Wealth Partners
17W220 W 22nd St, Suite 410,
Oakbrook Terrace, IL 60181
Not Disclosed $3,400,000,000 $50,000 Not Specified
Christopher Barberini
LAKESHORE CAPITAL GROUP
1811 Hicks Rd. Suite A,
Rolling Meadows, IL 60008
11 Years $35,000,000 $400,000 Fee-Only
Eric Kirste
CFP®, CIMA®, AIF®
SAVVY ADVISORS, INC
300 N. Pine Street,
Prospect Heights, IL 60070
22 Years Not Specified $500,000 Fee-Only
Savant Wealth Management
4040 N. Lincoln Ave,
Chicago, IL 60618
475 Half Day Road,
Lincolnshire, IL 60069
35 Years $0 Not Specified Fee-Only
Allworth Financial
AIF®, BFA", CDFA", RFC®
2610 Lake Cook Road Suite 250,
Riverwoods, IL 60015
Not Disclosed $10,000,000,000 Not Specified Fee-Based

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Information on Qualified Financial Advisors in Warrenville, Illinois

Qualifications CRD# 5522486
Firm CRD# 304569
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 1460 Bond Street Suite 120,
Naperville,
IL
60563
Phone Number 630-821-6990

As the financial world evolves and changes, Jacob feels called to continually improve and expand his skillset so he can create better experiences for clients and provide them with the exemplary service they deserve. His career with IntentGen Financial Partners has helped him follow through on this calling by giving him the opportunity to make a significant impact in the lives of clients. By closely collaborating with them to build their financial plan, Jacob is able to help clients intentionally protect, spend and give their money in purposeful ways. Jacob currently resides in Collierville, TN. He's extended his commute by a few hours and balances working remotely with trips back to the Naperville office. In his spare time, Jacob enjoys exercising, golfing and spending time outdoors with his family and their dogs. "I believe our team can make a significant impact for our clients through a collaborative partnership that helps them intentionally protect, spend and give their money." - Jacob Schatz

About IntentGen Financial Partners

IntentGen Financial Partners

No matter your financial path, our team of advisors can provide the support and care that will help you achieve your goals. We know that every client who walks through our doors has a unique and complex set of needs. Our advisors and support staff work collectively in order to provide personalized and comprehensive solutions for all of life's most pressing financial challenges. Each member of our team has diverse skills and specializations, and everyone brings something unique to the table. As a result, there's no problem too big or too small for us to handle together. Our process is designed to help you articulate your priorities and attach purpose to your resources. From there, we'll work together to strategize for the future and maximize your ability to grow. As an independent practice and a member of the Thrivent Advisor Network, we retain the best that Thrivent offers, but can now go even further to serve you and your community.

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 7015673
Firm CRD# 46173
Series 7, 66

Compensation/Fee Commissions, Flat Fee, Based on Assets


Office Location 17W220 W 22nd St, Suite 410,
Oakbrook Terrace,
IL
60181
Phone Number 781-219-7034

About WestPac Wealth Partners

WestPac Wealth Partners

WestPac Wealth Partners is a privately-held wealth management firm, founded with the intent to assist our clients in every aspect of their financial lives. Our focus centers on our clients' vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, we envision and enhance our clients' goals by designing a customized strategy and creating a life map to achieve and protect their wealth. Recognized across the nation as one of the best workplaces, we strive to translate our incredible culture into top-notch service for our clients.

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, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5969705
Firm CRD# 325609
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

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 CRD# 3245871
Firm CRD# 111111
Series 66

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


Office Location 300 N. Pine Street,
Prospect Heights,
IL
60070
Phone Number 847-595-1986

Eric brings 22+ years of experience working closely with business owners, individuals and families in transition, helping them navigate difficult changes. Compassion is important to Eric, and his goal is to help clients who are going through a divorce or grieving the loss of a spouse or family member get through the transition to financial independence and overcome new challenges with confidence. He also helps business owners and professionals nearing retirement to be best prepared for their ideal retirement lifestyle. At Savvy, he strives to help his clients align their money with their values, provide integrated solutions to serve all of their financial needs, and empower them to make a lifetime of smart financial decisions. Importantly, Eric is committed to keeping his clients' best interests top of mind while offering ongoing guidance, encouragement and accountability. With a passion for helping others, Eric has volunteered for the Foundation for Financial Planning, AARP and Wings for Widows. Eric is a native of the northwest suburbs of Chicago. He is committed to giving back to his community and serves as the Treasurer for the Prospect Heights Park District Board of Commissioners and the Old Orchard Country Club.

About Savvy Advisors, Inc

Savvy Advisors, Inc

Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit www.savvywealth.com to learn more. Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy Wealth).

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 107271

Compensation/Fee Fee-Only, Based on Assets


Office Location 4040 N. Lincoln Ave,
Chicago,
IL
60618
Phone Number 773-697-9528

Office Location 475 Half Day Road,
Lincolnshire,IL 60069
Phone Number 847-541-6888

About Savant Wealth Management

Savant Wealth Management

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

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, Legal Advice and Services, Estate Planning & Trusts


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

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


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
EFFICIENT CAPITAL MANAGEMENT LLC
4355 Weaver Parkway, Suite 200, Warrenville, IL 60555-4060
24 18 $1,042,668,842
A Percentage of AUM, Performance Based, Other (ADVISORY FEES SHARED WITH CERTAIN ADVISORS.)
TALL TREE INVESTMENT MANAGEMENT, LLC
27475 Ferry Rd, Suite 131, Warrenville, IL 60555
6 3 $387,592,764
A Percentage of AUM, Performance Based
HUNTINGTON MANAGEMENT, LLC
4320 Winfield Road, Suite 200, Warrenville, IL 60555
4 5 $223,943,705
A Percentage of AUM

    Frequently Asked Questions

    Financial advisors in Illinois may offer a range of services, including investment management, retirement planning, tax planning, estate planning, and insurance. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our directory, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor.

    When choosing a financial advisor in Illinois, it's important to consider an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, we recommend our guide on the 5 Things to Consider When Hiring a Financial Advisor.

    A financial advisor in Illinois can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and recommending investment strategies to help you achieve those goals. They can also provide guidance on college savings vehicles, such as 529 plans, and help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

    To find a reputable financial advisor in Illinois, you have several options. You can conduct thorough research and perform a background check using regulatory bodies like FINRA BrokerCheck and the SEC, as they uphold strict ethical standards. Additionally, check online reviews, seek referrals from trusted individuals, and verify the advisor's credentials and track record. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare vetted advisors tailored to your specific needs.

    To find a trustworthy financial advisor in Illinois who can assist with your retirement planning, it is recommended to thoroughly assess each advisor's experience, credentials, and track record of working with clients for their retirement. Taking the time to evaluate these factors will help you find a trustworthy advisor who can provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    During your first meeting with a financial advisor in Illinois, you can expect to discuss your financial goals and concerns, as well as your current financial situation. The planner may ask questions about your income, expenses, assets, and liabilities, as well as your risk tolerance and investment preferences. Based on this information, the planner can develop a personalized plan to help you in achieving your financial goals. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.