Find a Financial Advisor in Oak Brook, IL

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Oak Brook 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 Oak Brook, IL


  • Financial Advisor Close to Oak Brook, 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 Oak Brook, 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 Oak Brook, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Oak Brook financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Oak Brook, IL?

  • Population: 8,075
  • % of Population 62 Years and Over: 42%
  • Average Home Value: $826,500
  • Average Monthly Housing Cost: $2,238
  • Average Household Income: $236,686
  • 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 Oak Brook, IL

 

ENSENIA WEALTH, LLC

Website

(630) 218-8000

2901 Butterfield Road

Oak Brook, IL 60523

SEC#: 801-60053
Years in Business: 20 years

INVESTMENT CONSULTING SERVICES, LLC

Website

(630) 928-1052

2215 York Road
Suite 206
Oak Brook, IL 60523

SEC#: 801-61387
Years in Business: 19 years

INLAND INSTITUTIONAL CAPITAL, LLC

Website

(630) 218-8000

2901 Butterfield Road

Oak Brook, IL 60523

SEC#: 801-74463
Years in Business: 9 years

STONEBRIDGE WEALTH MANAGEMENT LLC

Website

(630) 230-1830

1010 Jorie Blvd
Suite 144
Oak Brook, IL 60523

SEC#: 801-112745
Years in Business: 3 years

TALL PINES CAPITAL, LLC

Website

(630) 564-1348

1010 Jorie Blvd.
Suite 144
Oak Brook, IL 60523

SEC#: 801-114900
Years in Business: 2 years

ALLIED ASSET ADVISORS INC

Website

(630) 789-0453

715 Enterprise Drive

Oak Brook, IL 60523

SEC#: 801-57323
Years in Business: 21 years

OAK ASSET MANAGEMENT, LLC

Website

(630) 928-5200

903 Commerce Drive
Suite #333
Oak Brook, IL 60523

SEC#: 801-71486
Years in Business: 11 years

WHITNELL & CO

Website

(630) 575-2300

701 Harger Road
Suite 190
Oak Brook, IL 60523

SEC#: 801-36433
Years in Business: 31 years

MONEY MANAGERS ADVISORY

Website

(630) 990-7174

1211 W. 22nd Street, Suite 800

Oak Brook, IL 60523

SEC#: 801-111916
Years in Business: 4 years

 


Oak Brook, IL Financial Advisor FAQs

Generally, to find out if they're right for you, hear their thoughts on where the market is headed, ask them how much of your portfolio they invest in stocks and bonds versus other investments, and whether or not they charge an annual percentage fee.
A financial advisor usually charges by the hour or the project. Factors that come into play in determining how much a person charges for their services include degree of knowledge, education background of the advisor, competitiveness with colleagues in their industry and location of where work is being conducted.
Seek out a financial advisor that has the credentials and fiduciary responsibility to legally take care of your financial needs.
You should consult a financial advisor. They can help you take steps to live within your means and may also provide other services, such as retirement planning and insurance.