Find a Financial Advisor in Chicago, IL

 

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We did the hard work of finding trustworthy partners in Chicago, IL.

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We Only Work With The Best Chicago Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Chicago, IL


  • Financial Advisor Close to Chicago, IL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Chicago, IL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Chicago, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Chicago financial advisors.
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How Retirement-Friendly is Chicago, IL?

  • Population: 2709,534
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $272,700
  • Average Monthly Housing Cost: $1,241
  • Average Household Income: $90,713
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)



The Top Financial Advisor Firms in Chicago, IL

 

ACCESS FINANCIAL GROUP, INC.

Website

(312) 655-8200

118 N. Clinton Street
Suite 450
Chicago, IL 60661

SEC#: 801-48092
Years in Business: 26 years

DRIEHAUS CAPITAL MANAGEMENT LLC

Website

(312) 587-3800

25 East Erie Street

Chicago, IL 60611

SEC#: 801-18439
Years in Business: 38 years

SKYLINE ASSET MANAGEMENT, L.P.

Website

(312) 913-0900

120 S. Lasalle Street
Suite 1400
Chicago, IL 60603

SEC#: 801-49603
Years in Business: 26 years

BMO ASSET MANAGEMENT CORP.

Website

(312) 461-7699

115 South Lasalle Street
11W
Chicago, IL 60603

SEC#: 801-35533
Years in Business: 32 years

TILDEN LOUCKS & WOODNORTH LLC

Website

(312) 475-1400

150 North Michigan Ave.
Suite 819
Chicago, IL 60601

SEC#: 801-47188
Years in Business: 27 years

DUFF & PHELPS INVESTMENT MANAGEMENT CO.

Website

(312) 263-2610

200 South Wacker Drive
Suite 500
Chicago, IL 60606

SEC#: 801-14813
Years in Business: 42 years

C.W. HENDERSON & ASSOCIATES, INC.

Website

(312) 222-1401

20 West Kinzie Street
Suite 1100
Chicago, IL 60654

SEC#: 801-38064
Years in Business: 30 years

UBS OCONNOR LLC

Website

(312) 525-6000

One North Wacker Drive, Floor 31

Chicago, IL 60606

SEC#: 801-57469
Years in Business: 21 years

MATRIX CAPITAL ADVISORS, LLC

Website

(312) 612-6100

200 South Wacker Drive
Suite 680
Chicago, IL 60606

SEC#: 801-58076
Years in Business: 21 years

 


Chicago, IL Financial Advisor FAQs

They assess your cash flow needs, create a savings plan for you according to your risk tolerance, determine the amount of life insurance that you need, manage your portfolio on an ongoing basis and recommend changes to it as needed.
Monetary compensation is not necessarily indicative of your advisor's worth. Costs for financial advisors vary significantly and depend primarily on the level and size of their service.
A financial advisor may be good for some people, but not everyone. Financial advisors are helpful for people who have more money to invest than they know what to do with.
Searching in reputable places is often an effective way to start your search. You can do this by searching through well-known organizations like NASAA (North American Securities Administrators Association) which list advisor members in these categories at their respective websites. You can also check out the Financial Industry Regulatory Authority which issues financial licenses in the United States, Canada, Dominican Republic, Mexico and Puerto Rico.