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Find Top Financial Advisors in Barrington, 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 Barrington, Illinois
Last Updated - 11-Aug-2022

Barrington has 8 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 74 non-vetted advisors in your local area. These financial advisors in Barrington, Illinois have an average of 21 years of experience.

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

Qualified Financial Advisors in Barrington, Illinois
Financial Advisor Experience AUM Minimum Assets Fee Structure
Mark S. La Spisa
CFP®, CFS, AIF®, CRPS®
VERMILLION FINANCIAL ADVISORS
16 Executive Court,Suite 3,
Barrington, IL 60010
32 Not Specified Not Specified Fee-Based
Michael Stewart
CFP®, RFC®
CRYSTAL LAKE TAX & FINANCIAL INC
451 Coventry Lane,
Suite 102,
Crystal Lake, IL 60014
21 Not Specified Not Specified Fee-Based
Timothy Creath
ChFC®, QKA, CLU®
CREATH FINANCIAL SERVICES
903 Sienna Drive,
Schaumburg, IL 60193
30 $5,000,000 $50,000 Fee-Based
John Wedell
CRPC®
ROBERT W BAIRD
2205 Point Boulevard, #150,
Elgin, IL 60123
27 $84,000,000 $50,000 Fee-Based
Paul Raab
EDELMAN FINANCIAL ENGINES, LLC
3100 Sanders Road,
Suite 125,
Northbrook, IL 60062
10 Not Specified Not Specified Fee-Based
Kyle Nolan
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1515 W. 22nd Street Suite 850W,
Oak Brook, IL 60523
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
Personal Capital
PERSONAL CAPITAL
---,
Chicago, IL 60601
11 $22,400,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Barrington

Qualifications CRD# 1600709
Firm CRD# 119239

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


Office Location 16 Executive Court,Suite 3,
Barrington,
IL
60010
Phone Number 847-382-9999

In 1988, Mark co-founded Vermillion Financial Advisors, Inc. (VFA). His vision for VFA was to fill a niche providing individuals and business owners with true comprehensive financial planning to support objective investment advice, and business planning services. Currently, Mark specializes in assisting high net worth clients in excess of $1,000,000, who are over 50 years of age with Comprehensive Personal Financial Planning and investment advisory services. These services include designing solutions for providing financial security to last throughout retirement, to make sure clients are only paying their fair share of taxes, family members are provided for should an incapacitation (or death) occur and selection of risk appropriate investments. In addition to his client's responsibilities, Mark wears many hats as the company's President and Managing Advisor. Mark is not only involved in the day-to-day direction of the marketing, financial consulting and operations functions of VFA, he also serves as an accomplished public speaker and conducts seminars on an array of financial topics ranging from investment portfolio design, successful retirement transition planning, wealth transfer, and tax reduction strategies. Mark is a member of, and has served on, many boards of directors and committees for various charitable organizations as well as organizations related to the future of the financial planning profession. Because of his background, expertise and position within the financial planning community, Mark has become a favorite resource of many media outlets. He has been involved, or featured, in numerous articles, radio broadcasts, television shows, and on-line websites. Some of the more recognized media outlets include CBS' "60 minutes", the Daily Herald, the Chicago Tribune's "Ask an Expert", the Chicago Sun Times, USA Today, Forbes, CNBC, Financial Planning Digest, Kiplinger's Personal Finance Magazine, and Bloomberg Wealth Manager, to mention just a few. (View all media recognition) Mark's experience in financial planning has earned him numerous awards and recognition within the financial planning profession. Over his career he has obtained many professional designations and licenses, including a number of FINRA Stockbroker and General Securities Principal licenses, an insurance license, Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), and Chartered Retirement Plan Specialist (CRPS®). In 2009, with Mark's leadership, Vermillion Financial Advisors decided to change platforms and become a "fee for service" advisory firm, affording our clients a more extensive and less restrictive menu of financial planning services, a wider array of financial and investment products. Mark makes his home in Palatine with his wife Laura and four sons, John, Joseph, Christopher and Stephen. Mark's hobbies include running (having completed seven marathons), golf, cycling, hiking, and traveling to experience new places with his family.

About Vermillion Financial Advisors

Vermillion Financial Advisors has been providing investment management, personal financial planning, and business consulting services since 1988. We specialize in serving individuals over the age of 50, who wish to be proactive in addressing their personal finances. These individuals are often interested in planning for a secure retirement and confirming they have sufficient funds to last throughout retirement. They also want to engage the services of a professional to assist the family when a loved one passes or becomes incapacitated. Clients generally seek Vermillion Financial Adavisors' advice as the result of many common changes in life but most often as of a monetary windfall (e.g. an inheritance, sale of a family business, severance package or retirement buyout), an unexpected life event (e.g. death or change in health status of a loved one). Often it is simply because time is too limited for busy clients to properly address their financial planning needs or because personal finances have become too complex. Business owners often seek VFA advice to evaluate current employee benefits, strategic planning, or business succession.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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


Qualifications CRD# 4243807
Firm CRD# 173272
Series 65

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


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.

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 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 CRD# 5288855
Firm CRD# 8158
Series 7, 66

Compensation/Fee Fee-Based


Office Location 2205 Point Boulevard, #150,
Elgin,
IL
60123
Phone Number 847-551-8184

John joined Baird in 2019 as a Vice President. He has been advising clients in the areas of financial planning and investments since 2007. John has a passion for helping clients in a number of different areas including budgeting, retirement planning, portfolio construction, liability management and life insurance protection. He has a track record of always putting his clients needs first and makes education a priority so families feel comfortable with the investments that they own. John graduated from Murray State University with a degree in Marketing. Outside of work, John coaches for the Judson University golf team and was named the NCCAA North Central Coach of the Year 2020. He and his wife, Cheryl, live in West Dundee, IL and have three children: Tyler, Jordan and Kelsey.

About Robert W Baird

A Different Kind of Financial Partner What makes Baird different from many financial firms began with our founding in 1919 and Robert Baird's understanding that our business was fundamentally about trust, partnership and building better futures for our clients and the communities we share. What we call The Baird Way represents the responsibility that comes with that understanding and our confidence that it brings out our best in everything we do. It is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our Mission: To provide the best financial advice and service to our clients and be the best place to work for our associates. Much has changed in the world since Robert Baird first wrote Clients Come First! in 1919. But the focus that has fueled Baird's growth and success for more than a century has always been on doing what's best for the people who rely on us. That's The Baird Way.

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# 5963018
Firm CRD# 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.

About Edelman Financial Engines, LLC

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# 5426926
Firm CRD# 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.

About Edelman Financial Engines, LLC

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# 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 Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Chicago,
IL
60601
Phone Number 650-556-1310

About Personal Capital

Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:

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. You also get $200, just for speaking with us.

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


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

Firm Name AUM No. of Clients Fee Structure
Sequoia Wealth Management, Llc
200 Applebee St , Suite 208,
Barrington, IL 60010
$496,096,039 2434 A percentage of AUM
Fixed fees
Piershale Financial Group, Inc.
1531 S Grove Ave , Suite 206,
Barrington, IL 60010
$295,875,335 1355 A percentage of AUM
Hourly charges
Fixed fees
Carter Financial Group, Inc.
222 S. Cook St.,
Barrington, IL 60010
$255,870,000 1819 A percentage of AUM
Fixed fees
Commision Based
Virtue Asset Management Llc
308 W. Main Street,
Barrington, IL 60010
$112,487,106 148 A percentage of AUM
Good Harbor Financial
215 N Oak Ridge Rd,
Barrington, IL 60010
$20,573,576 2 A percentage of AUM

    List of Additional Advisors in Barrington, Illinois*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brad K Skiba
    Inquire with Brad
    760 W Main St, Suite 200, Barrington, IL  60010 847-842-1512
    Bradley Peterson
    Inquire with Bradley
    760 W Main St, Suite 200, Barrington, IL  60010 847-382-3801
    Brie Edmunds
    Inquire with Brie
    760 W Main St, Suite 200, Barrington, IL  60010 847-382-3704
    Ashley Wittert
    Inquire with Ashley
    760 W Main St, Suite 200, Barrington, IL  60010 847-382-6605
    Benjamin T Murphy
    Inquire with Benjamin
    760 W Main St, Suite 200, Barrington, IL  60010 847-382-3733
    Anna Maria C Fosteras
    Inquire with Anna
    760 W Main St, Suite 200, Barrington, IL  60010 847-842-1518
    Eric Schneider
    Inquire with Eric
    18-2 E Dundee Rd, Ste 120, Barrington, IL  60010 847-898-9917
    Evan Hoobchaak
    Inquire with Evan
    18-1 E Dundee Rd, Ste 140, Barrington, IL  60010 847-898-9907
    John A Corey
    Inquire with John
    1250 S Grove Ave, Ste 302, Barrington, IL  60010 847-847-2134
    Paul Donato
    Inquire with Paul
    18-2 E Dundee Rd, Ste 230, Barrington, IL  60010 847-898-9916
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      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?