Evanston, IL Financial Advisors and Resources



Financial Advisor Firms in Evanston, IL


GRYPHON ADVISORS, LLC

Website

(847) 424-0465

1578 Sherman Avenue

Evanston, IL 60201

SEC#: 801-65911
Years in Business: 15 years

ZIMMERMAN WEALTH MANAGEMENT, LLC

Website

(847) 556-3200

500 Davis Street
Suite 1005
Evanston, IL 60201

SEC#: 801-62210
Years in Business: 18 years

ROMANO WEALTH MANAGEMENT

Website

(847) 866-7700

1560 Sherman Avenue
Ste 1300
Evanston, IL 60201

SEC#: 801-27061
Years in Business: 35 years

MAGNETAR FINANCIAL LLC

Website

(847) 905-4400

1603 Orrington Avenue
13th Floor
Evanston, IL 60201

SEC#: 801-64602
Years in Business: 16 years

FIDUS INVESTMENT ADVISORS, LLC

Website

(847) 859-3940

1603 Orrington Ave
Suite 1005
Evanston, IL 60201

SEC#: 801-72285
Years in Business: 10 years

SILVER OAK SERVICES PARTNERS,LLC

Website

(847) 332-0400

1560 Sherman Ave, Suite 1200

Evanston, IL 60201

SEC#: 801-73300
Years in Business: 9 years

LFL ADVISERS, LLC

Website

(847) 868-8750

1560 Sherman Ave
Suite 530
Evanston, IL 60201

SEC#: 801-107937
Years in Business: 5 years

LIND CAPITAL PARTNERS

Website

(312) 878-3830

500 Davis Center, Suite 1004

Evanston, IL 60201

SEC#: 801-77824
Years in Business: 8 years

EVATI ADVISORY

Website

(888) 382-8475

1880 Oak Ave, Suite 301

Evanston, IL 60201

SEC#: 801-111667
Years in Business: 4 years


How Retirement-Friendly is Evanston, IL?

  • Population: 74,587
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $422,200
  • Average Monthly Housing Cost: $1,589
  • Average Household Income: $132,172
  • 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.)


Evanston, IL Financial Advisor FAQs

Do your research on the person or company that you want to work with for something as important as money management. Experience is key- find an expert who knows their industry well and has been doing it for some time now. Take note of the size of the firm- large firms may have more overhead costs which can be passed down to clients in fees or less personalized customer service due to having too many advisers under one roof.
Ask friends and family if they can recommend someone. Look for a financial advisor that specializes in what you need, including risk tolerance or general retirement planning.
Financial advisors can be compensated through fee-only, where the only incentive the advisor has to make money is by running your account better than if it were left sitting idle in some cases.
A financial advisor helps individuals, companies, trusts and estates to plan for their future finances. This can involve improving personal finance, retirement planning, college savings for the children of families with modest incomes or developing investment strategies that are most appropriate for a business's needs.