Best Financial Advisors in Chicago, IL

Chicago Capital, also known as Chi-Cap, is a Registered Investment Advisor with a national presence. Chi-Cap was founded on one simple principal: putting clients first. Chi-Cap offers personalized services to help clients define their financial goals that span multiple generations. Chi-Cap has established a clear process to understand these goals, develop appropriate recommendations and help balance the risks and rewards of long-term investments. Advisors at Chi-Cap are civic leaders who have decades of experience helping clients reach their financial goals and a history of long-lasting client relationships. Chi-Cap is invested in their clients and community and support many worthy organizations including: WTTW/WFMT, Chicago Public Media, Cara, Chicago High School for the Arts, Lyric Opera, Chicago Symphony Orchestra, Springboard Foundation, Hubbard Street Dance Chicago and many more.

DeRose Financial Planning Group is a third-generation family firm that has served the Greater Chicagoland area for more than 25 years. It helps individuals, families, and businesses with a broad range of practical financial advice as Certified Financial Planners (CFP). The group's areas of expertise include multigenerational planning, retirement planning, education planning, wealth protection, estate planning, and investment management along with tax reduction strategies. It also specializes in business succession planning, retirement plan services, and group benefits planning. They offer an initial complimentary consultation.

D3 Financial Counselors is a financial planning firm that has more than three decades of investment management expertise behind it. The company is independent, fee-only, and fiduciary -- its focus is on providing objective advice with no conflict of interest. The firm believes in giving back to the community, and it donates its time, money, and expertise to various good causes, including veterans charities, local hospital foundations, and children's charities.

McAdam is a financial services company that serves the Chicago metro and the surrounding areas. Founded in 2008, the company assists individuals in planning their retirement and businesses and investors in wealth management and business continuity planning. Additionally, it helps customers plan their finances using cutting-edge technology such as Advanced Advisory Model™, an integrated platform that includes services, tools, and insights. In 2017, McAdam was awarded by Inc.5000 as one of the Fastest Growing Private Companies in America.

Crescendo Financial Planners is an Oak Brook, Illinois firm that offers investment advice, tailored financial planning services, and tax minimization strategies. It takes a holistic approach by aiming to deliver an integrated financial strategy for clients that takes into account their unique circumstances. Crescendo Financial Planners is a member of the Alliance of Comprehensive Planners as well as the National Association of Personal Financial Advisors (NAPFA).

Endowment Wealth Management is a fiduciary firm with offices in Chicago, Madison, Milwaukee, and Green Bay. Its wealth planning and management services cover matters concerning charitable giving and asset transfers and protection. Its advisors work with clients' attorneys and tax accountants in the process. They utilize the Endowment Investment Philosophy, which focuses on including alternative investments such as private equity and hedge funds in clients' portfolios. Company CEO Robert Riedl is a CFP, CPA, Certified Financial Counselor, and Accredited Wealth Management Advisor.

FIT Advisors is an independent, fee-only firm that specializes in serving physicians, business owners, and young professionals who are in the process of accumulating wealth. Their clients can expect financial planning, investment management, and tax planning services that are specially tailored to their situation and stage in life. The firm is a Certified Financial Planner, Certified Public Accountant, and a member of both the Fee-Only Network and the National Association of Personal Financial Advisors. It offers complimentary, no-obligation consultations for people who want to find out more.

Merino Wealth provides a comprehensive suite of financial advisory and wealth management services. They take a down-to-earth approach to support clients in all walks of life with a strong passion for helping women to get more out of their financial lives. Their goal is to help clients make more comfortable and confident financial decisions with less stress. The firm focuses on working with individual and small business owners with personalized savings strategies, investment management, business financial planning, family finances, and more. From growing wealth to strategically preserving it, their skilled and experienced team is happy to help. Merino Wealth Management is located in the Chicago Loop.

Aaron Wealth Advisors is an independent advisory firm dedicated to helping sophisticated individuals, multi-generational families, and family offices manage the complex business of their wealth headquartered in Chicago. It caters to individuals, families, executives, and entrepreneurs. Aaron Wealth Advisors provides clients with institutional quality advice, products, investment vehicles, and consolidated reporting, while delivering a highly customized service that truly focuses on the family. Aaron Wealth Advisors was established by Gary Hirschberg, J.D, CTFA in 2018 after a long career at Goldman Sachs.

RCM Wealth Advisors is an independent, employee-owned boutique firm that offers a variety of financial services to clients in Chicago. Bobby Schwartz and Tim Webb are the managing partners of the firm. They specialize in corporate retirement planning, asset, and wealth management. They also provide estate and long-term care planning, as well as term, permanent life, and disability insurance. Tim has also been working as a portfolio manager and advisor to families since 2003.

JMC Wealth Management, Inc., is an investment advisory company that serves individuals and families in the community of Chicago and surrounding areas. It offers a wide range of financial services, such as estate planning, investment strategy, retirement planning, tax strategy, and legacy planning. Its team of independent financial planners creates a financial program that addresses the client's needs. Mark J. Murphy, one of its financial advisors, has been active in the industry for 14 years.

Mindful Money Financial Counsel, LLC, is a locally owned and operated independent financial advising firm that is based in Chicago. It offers a wide range of financial planning processes that cater to the needs of clients. Its process starts with initial assessments, followed by a personalized written plan to help address various matters, such as 12-month money flows, investments, debts, taxes, and life transitions. Colin Chase, the founder of the firm, has more than 18 years of experience in the industry.

CIBC Private Wealth Management provides integrated wealth management services to high net-worth clients in Chicago and 21 other cities. Wealthy individuals and families consult the firm for advisors who integrate expertise in key areas, like multi-asset class investment management, wealth planning and trustee services, and tailored banking solutions. Eric Propper, who serves as president and head of the firm’s Chicago office, has over 35 years of industry experience. He has been featured in The Financial Times and Family Wealth Report.

CTS Financial Group is a Chicago-based financial advisory and planning business. The company creates comprehensive financial plans, which include expert situation analysis and strategy recommendations to help clients achieve their unique goals. The firm also provides 401k monitoring, income tax and accounting management, and asset management programs. The company's founder Todd Much is a tax accountant, investment advisor, and Certified Financial Planner practitioner with more than 30 years of experience.

Founded in 2002, Altair is an independent wealth advisory firm catering to clients in Chicago. It provides client education, financial planning, and investment management services to individuals, families, and foundations. Its services cover tax strategies, asset administration, education funding, and estate planning. Altair has consistently appeared on Barron's and Forbes' list for top financial advisers. Rebekah L. Kohmescher, a founding partner and the firm's CEO, is a CFP and CPA with over 20 years of experience in the financial services industry.

Optimum Investment Advisors is a firm that provides customized solutions for the financial needs of individuals, families, and businesses in Chicago and nearby locations. Founded in 1989, it comprises financial advisors who deliver a wide range of financial services, such as life planning, retirement planning, and financial planning. They help clients in creating an investment plan that meets the financial goals and needs of clients. CEO and chairman Terry McCaffrey has over 30 years of experience in the business and investment industry.

Based in Chicago, Blueprint Wealth Advisors, LLC, is an independent financial services firm serving personal and business clients. The firm caters to young professionals, business owners, and pre-retirees. Its services cover risk management, estate planning, and taxation strategies. The firm's advisors bring over 50 years of combined experience to help clients implement comprehensive financial plans. Ryan F. Evans, the firm's co-founder, holds ChFC, AIF, and CFP designations. He has also been featured in Chicago Magazine's Five Star Wealth Managers list for five consecutive years.

Envision Wealth Planning is a Chicago financial advisory firm that serves small business owners, medical professionals, retirees, people nearing their retirement, professional women, volatile income earners, and other clients who require customized wealth management advice. It aims to help people enjoy the financial security that they have worked hard to achieve.