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Top Rated Financial Advisors in Illinois

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Illinois is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Illinois with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Illinois near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Christopher Barberini

Lakeshore Capital Group
Christopher Barberini, a financial fiduciary, provides financial services to clients in the Rolling Meadows, Illinois area. Christopher has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $400,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity

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Michael Stewart

Crystal Lake Tax & Financial Inc
CFP®, RFC®
Michael Stewart, a financial fiduciary, provides financial services to clients in the Crystal Lake, Illinois area. Michael holds a CFP®, RFC® certification. Michael has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000

    Name(s) of Custodian(s):
    TD Ameritrade Institutional

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Ryan Williamson

Horizon Wealth Management
CFP®, AIF®
Ryan Williamson, a financial fiduciary, provides financial services to clients in the La Grange, Illinois area. Ryan holds a CFP®, AIF® certification. Ryan has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Eric Kirste

Savvy Advisors, Inc
CFP®, CIMA®, AIF®
Eric Kirste, a financial fiduciary, provides financial services to clients in the Prospect Heights, Illinois area. Eric holds a CFP®, CIMA®, AIF® certification. Eric has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Jacob Schatz

IntentGen Financial Partners
CFP®, RICP®
Jacob Schatz, a financial fiduciary, provides financial services to clients in the Naperville, Illinois area. Jacob holds a CFP®, RICP® certification. Jacob has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Mark S. La Spisa

Vermillion Financial Advisors
CFP®, CRPS®, CFS, AIF®
Mark S. La Spisa, a financial fiduciary, provides financial services to clients in the Barrington, Illinois area. Mark holds a CFP®, CRPS®, CFS, AIF® certification. Mark has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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Andrew Lohse

Independence Capital Financial Partners
CPA, PFS, CRPS®, AIF®
Andrew Lohse, a financial fiduciary, provides financial services to clients in the Lombard, Illinois area. Andrew holds a CPA, PFS, CRPS®, AIF® certification. Andrew has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Custody & Clearing, TD Ameritrade

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Clark Wealth Partners, LLC

Clark Wealth Partners, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Ofallon, Illinois area.

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

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WestPac Wealth Partners

Jacob Lee, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Oakbrook Terrace, Illinois area.

Additional Information:

    Fee Structure

  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Michael Alexenko

Royal Asset Managers
CFA®
Michael Alexenko, a financial fiduciary, provides financial services to clients in the Saint Charles, Illinois area. Michael holds a CFA® certification. Michael has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):
    Fidelity

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Allworth Financial

AIF®, BFA", CDFA", RFC®
Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Riverwoods, Illinois area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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Gary Komarek

North Shore Asset Management & Tax Advisory Inc.
CLU®, ChFC®
Gary Komarek, a financial fiduciary, provides financial services to clients in the Libertyville, Illinois area. Gary holds a CLU®, ChFC® certification. Gary has over 44 years of experience.

Additional Information:

Years of Experience:
44 Years

    Fee Structure

  • 7672576726

    Financial Services Provided:

  • Financial Planning
  • Financial Planning for Individuals
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):
    TD Ameritrade Institutional

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Savant Wealth Management

Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Rockford, Illinois area.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Schwab, TD Ameritrade, Fidelity

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