Find a Financial Advisor in Rockford, IL

 

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

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We Only Work With The Best Rockford 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 Rockford, IL


  • Financial Advisor Close to Rockford, 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 Rockford, 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 Rockford, IL

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

  • Population: 147,070
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $96,100
  • Average Monthly Housing Cost: $808
  • Average Household Income: $61,396
  • 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 Rockford, IL

 

HERITAGE WAY ADVISORS, L.L.C.

Website

(815) 397-0900

6845 Weaver Rd
Suite 200
Rockford, IL 61114

SEC#: 801-61739
Years in Business: 17 years

FOCUS FINANCIAL ADVISORS

Website

(815) 633-8844

6870 Rote Road
Suite 101
Rockford, IL 61107

SEC#: 801-113955
Years in Business: 3 years

BATES FINANCIAL ADVISORS, INC.

Website

(815) 332-4020

8437 Northern Ave

Rockford, IL 61107

SEC#: 801-72191
Years in Business: 10 years

SAVANT WEALTH MANAGEMENT

Website

(815) 227-0300

190 Buckley Drive

Rockford, IL 61107

SEC#: 801-43144
Years in Business: 29 years

ROYAL FUND MANAGEMENT, LLC

Website

(877) 474-9387

7210 E State Street
Suite 102
Rockford, IL 61108

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(877) 474-9387

7210 E State Street
Suite 102
Rockford, IL 61108

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(877) 474-9387

7210 E State Street
Suite 102
Rockford, IL 61108

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(877) 474-9387

7210 E State Street
Suite 102
Rockford, IL 61108

SEC#: 801-77918
Years in Business: 8 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(815) 399-7700

4949 Harrison Avenue
Suite 300
Rockford, IL 61108

SEC#: 801-56865
Years in Business: 22 years

 


Rockford, IL Financial Advisor FAQs

A financial advisor is a person who helps with personal finances and investments.
Yes. You need someone to advise you and make sure you're on the right track with your money and investments, and it's worth getting some good advice if things aren't going great.
You'll find that there are plenty of firms offering this service these days and that they often don't charge any up front fees either.
Financial Advisors are not all the same. They vary depending on the level of service required, annual income etc.