Best Financial Advisors in Chicago, IL
8 financial advisors in Chicago ranked by client ratings and review volume. Average rating: 5.0/5 across 326 reviews.
Advisors Listed
8
Total Client Reviews
326
Neighborhoods
2
Top-Rated Financial Advisors in Chicago
1
McAdam Financial
5(82 reviews)
Financial planningWealth management
Verified via Google
2
DeRose Financial Planning Group
5(75 reviews)
Financial planning
Verified via Google
3
Woodfield Financial Advisors, Inc.
5(61 reviews)
Financial advising
Verified via Google
4
Mindful Money Financial Counsel
4.9(39 reviews)
River North|Financial counseling
Verified via Yelp
5
Richard Little - Serenity Wealth Management
5(28 reviews)
The Loop|Wealth management
Verified via Yelp
6
Jason Paplaski - Serenity Wealth Management
5(17 reviews)
The Loop|Wealth management
Verified via Yelp
7
Amling Investments
4.9(17 reviews)
The Loop|Investment management
Verified via Yelp
8
Merino Wealth Management
5(7 reviews)
The Loop|Wealth management
Verified via Yelp
Neighborhoods with Financial Advisors in Chicago
River North1 advisor
The Loop4 advisors
Frequently Asked Questions
How many financial advisors are listed in Chicago?
We currently list 8 financial advisors in Chicago, Illinois, sourced from Google, Yelp, and professional directories. These listings have a combined 326 client reviews.
What is the difference between a fiduciary and a non-fiduciary advisor?
A fiduciary financial advisor is legally required to act in your best interest at all times. Non-fiduciary advisors only need to recommend "suitable" investments, which may include products that pay them higher commissions. Always ask if your advisor is a fiduciary.
What does CFP stand for and why does it matter?
CFP stands for Certified Financial Planner. CFPs have completed rigorous education, passed a comprehensive exam, and commit to ethical standards. They must act as fiduciaries when providing financial planning. A CFP designation is one of the strongest credentials in financial planning.
What is a fee-only financial advisor?
Fee-only advisors are compensated solely by the fees their clients pay — not by commissions on products they sell. This structure minimizes conflicts of interest. Fee-only advisors may charge a percentage of assets under management (AUM), flat fees, or hourly rates.
Which Chicago neighborhoods have financial advisors?
Financial advisors in our directory are located in River North, The Loop. Many advisors also offer virtual consultations regardless of location.
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