Laurels
Best Financial
Advisors in
Chicago
2017

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Chicago, IL.

ReviewedCuratedTop Picks67341120

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Basil Financial Group

Basil Financial Group is an investment, tax, and financial planning specialist that operates on a fee-only basis -- it charges a single annual fee that covers all meeting, so clients can get help at no additional cost when their circumstances change. The firm is a member of the Alliance of Comprehensive Planners, as well as the National Association of Personal Financial Advisors. It has been featured in Financial Planning Magazine, the Chicago Red Eye, Investopedia, and other reputable publications.

Chicago, IL(773) 697-9528

Website

Capstone Financial Advisors

Capstone Financial Advisors specializes in wealth management, estate planning, tax services, risk management, asset protection, charitable giving, and education planning. It also offers debt financing, cash flow analysis, company benefit planning, stock option planning, estate administration, and other services. Capstone takes a client-centred approach, aiming to deliver precise, individualized advice that makes life easier.

Downers Grove, IL(630) 241-0833

Website

Concord Financial Advisors, LLC

Concord Financial Advisors, LLC has more than 16 years of experience with sourcing senior debt and mezzanine capital and employs a team with over 100 years of combined corporate finance experience. It serves private and public companies, private equity sponsors, family businesses, and entrepreneurs with creative debt financing solutions. The company aims to provide cost-effective solutions for its clients, and it prides itself on the competitiveness of its fees. Concord leverages their knowledge, experience, and relationships to be a full-service, one-stop shop, allowing their clients to focus on their business, instead of the complexities of financing their business.

Chicago, IL(312) 545-5200

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Crescendo Financial Planners

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).

Oak Brook, IL(312) 420-3654

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D3 Financial Counselors

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.

Chicago, IL(312) 526-3680

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DeRose Financial Planning Group

DeRose Financial Planning Group is a third generation family firm that has served the Greater Chicagoland area for more than 21 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 businesses succession planning, retirement plan services, and group benefits planning. They offer an initial complimentary consultation.

Chicago, IL(773) 867-3670

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Dream Capital Advisors, LLC

Dream Capital Advisors, LLC is based in Lincolnshire, Illinois, where it has served local people and small businesses for more than a quarter of a century. It specializes in individual portfolio management, IRA rollovers, 401(k) plans, college savings, and retirement planning.

Lincolnshire, IL(847) 970-9090

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Ellis Wealth Advisors LLC

Ellis Wealth Advisors LLC is a full-service financial advisory company based in Chicago, Illinois. It is an independent firm that operates on a fee-only basis, and it has a strong commitment to providing unbiased and objective advice for its clients. Its services include investment management, investment advisory, financial planning, and financial consulting. People who want to learn more about Ellis Wealth Advisors are encouraged to schedule a complimentary "get acquainted" meeting.

Chicago, IL(312) 933-8937

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Envision Wealth Planning

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.

Chicago, IL(773) 699-4756

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FIT Advisors

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.

Chicago, IL(847) 773-5445

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JMB Financial Advisors LLC

JMB Financial Advisors LLC has particular expertise in real estate investment and capital markets. It serves both private investors and institutional clients, specializing in asset valuations, asset management, property management, and repositioning strategies. The company has experience working on disclosure documents for billions of dollars worth of transactions, and the financial, legal and accounting professionals here are highly qualified to manage debt and equity for all real estate asset types. JMB Financial Advisors is based on North Michigan Avenue in Chicago, Illinois.

Chicago, IL(312) 915-1042

Website

JMC Wealth Management, Inc.

JMC Wealth Management, Inc. offers a personal and customized service -- it takes the time to understand both the financial and personal circumstances of its clients, and it then offers financial advice that is tailored towards achieving life goals. The firm's expertise spans retirement, investment, estate, insurance, and tax. It also leverages strategic alliances with professionals in related industries, including lawyers, accountants, career coaches, health professionals, insurance brokers, and others.

Chicago, IL(312) 275-1900

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Long Financial Planning

Long Financial Planning is an independent, fee-only firm that serves individuals, small businesses, and non-profit clients. Chris Long is a Certified Financial Planner, a Registered Financial Advisor, and a graduate of both Yale and Stanford Universities. Chris has served in various capacities for the National Association of Personal Financial Advisers, including as Midwest Region Chair and National Board Member.

Chicago, IL(312) 373-9265

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Merino Wealth Management

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.

Chicago, IL(312) 809-1109

Website

Money Managers Financial Group

Money Managers Financial Group specializes in asset protection, retirement planning, and estate planning. The firm offers a full range of financial advice and guidance for its clients, and this includes insurance, fixed-index annuities, and investment consulting. Money Managers Financial Group has been providing expert financial advice for almost 30 years, and the professionals here are highly experienced in minimizing taxes, lowering risk, and maximizing Social Security benefits. The firm's offices are located on West 22nd Street in Oak Brook, Illinois.

Oak Brook, IL(630) 990-7174

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Quantum Capital Investments Inc.

Quantum Capital Investments Inc. offers tax minimization services for clients in Chicago and the surrounding area, including all Chicago suburbs. The firm has experience in reducing both State and Federal taxes, as well as with life insurance, 401(k) plans, and defined benefit plans. Free consultations are available.

Chicago, IL(800) 895-4918

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Quinn Financial Planning, LLC

Quinn Financial Planning, LLC is a Registered Investment Advisor with a commitment to finding individualized solutions for its clients' financial needs. Its services include investment management, tax planning, retirement planning, and education planning. The firm is fee-only and aims to deliver a comprehensive, objective, and client-centred service. Quinn Financial Planning is a member of the Financial Planning Association, the Fee-Only Network, the National Association of Personal Financial Advisors, and the American Institute of CPAs. Its offices can be found on South 94th Avenue in Orland Park, Illinois.

Orland Park, IL(708) 586-7001

Website

Reason Financial Advisors, Inc.

Reason Financial Advisors, Inc. serves clients in the Chicago area, to whom it offers independent, objective financial advice on a fee-only basis. It provides custom financial guidance for people who need help with investment management, financial planning, asset allocation, college planning, risk management, retirement planning, or estate planning. The firm has more than a decade of industry experience serving individuals and families in the local area. It has two offices; one on Pfingsten Road in Northbrook, and another on North Naper Boulevard in Naperville.

Northbrook, IL(847) 205-9501

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Trinity Financial Advisors, LLC

Trinity Financial Advisors is a fee-only financial planning firm serving clients on a fiduciary basis. It focuses on providing financial planning and investment management services to individuals including the self-employed. The firm is a member of the National Association of Personal Financial Advisors (NAPFA) and specializes in planning in the following areas: retirement, cash flow, income tax, Social Security, estate and gift, and employee benefits. It is also accredited by the Better Business Bureau, which has awarded it an A+ rating.

Chicago, IL(312) 245-1300

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Wealth Enhancement Group

Wealth Enhancement Group is an independent wealth management firm with a focus on simplifying its clients’ entire financial lives. It is a privately-held, independent firm with 20 years of professional financial expertise. Its team approach offers a fully comprehensive experience; plans are informed by specialists in investment management, tax strategies, insurance, Social Security, financial planning, estate planning, and more. The firm is an accredited business with the Better Business Bureau, with whom it holds an A+ rating. It is also a member of the Securities Investor Protection Corporation. Wealth Enhancement Group has locations in Minnesota, Iowa, Illinois, Texas, and Connecticut.

Northbrook, IL(800) 492-1222

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