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
7
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
16
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 |
Adam Chaney
CFP®, CRPC® OPTIMAL WEALTH 1717 N. Naper Blvd., Suite 303, Naperville, IL 60563 |
22 | $100000 | Not Specified | Not Specified |
Andrew Lohse
AIF®, CPA, PFS™ INDEPENDENCE CAPITAL FINANCIAL PARTNERS 555 E. Butterfield Rd., Suite 212, Lombard, IL 60148 |
18 | $100000 | Not Specified | Not Specified |
David Steger
CFP®, CFA® THE ADVISORYONE GROUP 200 West Adams Street Suite 2450, Chicago, IL 60606 |
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 |
Paul Raab
EDELMAN FINANCIAL ENGINES, LLC 3100 Sanders Road, Suite 125, Northbrook, IL 60062 |
10 | Not Specified | Not Specified | Fee-Based |
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.
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# 5163318
Firm CRD# 6413
Compensation/Fee Based on Assets, Commissions, Flat Fee, Hourly
Office Location
1717 N. Naper Blvd.,
Suite 303,
Naperville,
IL
60563
Phone Number
630-544-5350
My Mission Statement is "Helping People Build, Preserve & Distribute Their Wealth Through Ethical & Effective Wealth Management". The primary focus of our proprietary investment management process reduces risk during declining markets to avoid significant losses in portfolio values and still participate in the majority of advances in rising markets. Our motto is advance and protect. Our active management process is designed to optimize risk-adjusted returns. A passive approach is available.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4557184
Compensation/Fee Based on Assets, Commissions, Flat Fee, Hourly
Office Location
555 E. Butterfield Rd.,
Suite 212,
Lombard,
IL
60148
Phone Number
630-796-6161
Independence Capital Financial Partners is an independent financial services firm specializing in financial planning, wealth management, and asset protection strategies. The team boasts a combined experience approaching 100 years in the financial services industry and has spent the past 25 years as a single cohesive unit, culminating in its current partnership since March 2012. The teams extensive experience and insight, paired with the shared core values of stewardship and honesty, provide the foundation for its practice.
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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5951596
Firm CRD# 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
CRD# 4583528
Firm CRD# 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
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
---,
Chicago,
IL
60601
Phone Number
650-556-1310
Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:
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:
Advisory Services Provided:
Portfolio Management, Wealth Management
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.
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 |
* 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 |
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.
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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?