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Best Financial Advisors in Evanston

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Evanston, ILEvanston, IL

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Evanston, ILEvanston, IL

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

150 South Wacker Drive, Suite 3050, Chicago, IL 60606
Chicago, IL 60606
Instagram
  • Financial Planning

Bartlett Wealth Management provides individuals and families in Evanston with financial advisory services. Its team assists clients with financial planning concerns, such as planning for retirement, allocating an inheritance, and managing an estate. It also handles investment matters, including equity management, alternative investment opportunities, and Environmental, Social, Governance (ESG) Investing. It is a Registered Investment Advisory (RIA) firm established over 100 years ago. It has received accolades such as the Greater Cincinnati Foundation's Bridge Builder Award and the Five Star Wealth Manager Award.

150 South Wacker Drive, Suite 3050, Chicago, IL 60606
Chicago, IL 60606

InstagramWebsite(312) 757-8001

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

224 S Marion St, Oak Park, IL 60302
Oak Park, IL 60302
  • Financial Planning

Serving the Evanston metro, Brian Plain is a Certified Financial Planner who helps Generation X families make financial decisions that also work emotionally for them as individuals. For 12 years, he has been assisting clients in saving for retirement and their kids' college fund by holding them accountable for their financial actions as they map their life goals. Plain assists in determining necessary spending and in managing clients' cash cushion, and by emphasizing to clients the rationale of saving funds.

224 S Marion St, Oak Park, IL 60302
Oak Park, IL 60302

Website(708) 406-9755

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

150 North Wacker Drive, Suite 2500, Chicago, IL 60606
Chicago, IL 60606
  • Chartered Financial Analyst (CFA)
  • Investment Advisor

Cardinal Investment Advisors helps individuals and businesses in the Evanston metro. Its investment consulting services are designed to develop, implement, and sustain research-based financial strategies. It guides its clients to reach their investment goals through asset management, integrated risk management, custodial relationships review, and actuaries collaboration. One of the company's managing directors, Keith Chambers, is a chartered financial analyst. He is a member of the CFA Society of Saint Louis and became a member-owner in 2017.

150 North Wacker Drive, Suite 2500, Chicago, IL 60606
Chicago, IL 60606

Website(312) 212-4000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.1 / 5 ( Best)

Total Reviews:

21 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1 N. Wacker Drive, Suite 4075, Chicago, IL 60606
Chicago, IL 60606
  • Chartered Financial Analyst (CFA)

Chicago Partners Wealth Advisors serves clients in Evanston. It helps clients create wealth management strategies that integrate their financial plans, portfolios, and tax strategies. Its financial advisors have backgrounds in financial analysis, personal finance, and economic research. Having a staff with a variety of skill sets has allowed the company to serve corporations, rich people, foundations, and institutions. Founders Jim Hagedorn and Anthony Halpin established the company in 2007. It acts as CIO for more than 1,200 investors as of 2021.

1 N. Wacker Drive, Suite 4075, Chicago, IL 60606
Chicago, IL 60606

Website(312) 757-5543

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

444 N York St, Elmhurst, IL 60126
Elmhurst, IL 60126
  • Retirement Planning

Serving Evanston, FSR Wealth Strategies is a financial planning company that focuses on assisting individuals and families plan for retirement. Its staff uses the company's proprietary tax and retirement audit to assess clients' current financial circumstances and goals. After the assessment, the company develops a retirement plan utilizing income and generational tax minimization strategies and cash flow management techniques. Founder Scott Bretl has over three decades of industry experience, having worked in CPA firms in downtown Chicago.

444 N York St, Elmhurst, IL 60126
Elmhurst, IL 60126

Website(630) 993-8200

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

233 S Wacker Dr Ste 9200, Chicago, IL 60606
Chicago, IL 60606
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Chartered Financial Analyst (CFA)

Graystone Consulting is a firm associated with Morgan Stanley that serves the residents of Evanston. Its team is composed of four advisors who have over 125 years of combined experience. Its consulting process involves assessments, reviewing Investment Policy Statements, evaluating investment managers, reporting, and ongoing analysis. Its Family Wealth program assists affluent clients in managing their assets through planning, debt management, and estate preservation strategies. It also assists institutional clients in developing custom investment programs, such as 401(k), corporate and public pension, and healthcare plans.

233 S Wacker Dr Ste 9200, Chicago, IL 60606
Chicago, IL 60606

Website(312) 453-9188

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1603 Orrington Ave, Suite 600, Evanston, IL 60201
Evanston, IL 60201
  • Certified Financial Planner (CFP)

Haddam Road Advisors offers financial guidance to individuals and business owners in Evanston and the neighboring areas. The company provides assistance with financial planning, investment analysis, and portfolio management. Brian Kearns, its principal, helps clients make informed decisions and stay on the right track to reaching their financial goals. He evaluates every risk and considers various factors in the client's lifestyle before giving recommendations on how to move forward with an investment or financial plan.

1603 Orrington Ave, Suite 600, Evanston, IL 60201
Evanston, IL 60201

Website(312) 636-3067

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

770 Lake Cook Rd. Suite 100, Deerfield, IL 60015
Deerfield, IL 60015
  • Wealth Management

Since 1973, MAI Capital Management has been serving clients in Evanston. It develops, implements, and monitors the progress of financial plans that suit the unique needs of clients. Its financial services include investment management, asset allocation, and wealth management. The firm offers services to a variety of clients, including professionals, entrepreneurs, and athletes. The firm was established initially as Investment Advisors International, Inc., in 1973. It changed its business name to MAI Capital Management in 2014 to reflect the growth of the market that it serves.

770 Lake Cook Rd. Suite 100, Deerfield, IL 60015
Deerfield, IL 60015

Website(847) 559-0180

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

20 N. Wacker Dr., Suite 3120, Chicago, IL 60606
Chicago, IL 60606
Instagram
  • Certified Financial Planner (CFP)

Merino Wealth is a financial advisory firm that provides asset management and planning services to clients in Evanston. Its financial advisor assists clients with planning concerns such as investment management, retirement planning, education funding, and tax diversification. The company president, Jessica Merino, is a Certified Financial Planner and a Certified Investment Management Analyst. She is a member of the Financial Planning Association, the TIC's Women Advisory group, and the National Association of Women Business Owners Chicago Chapter.

20 N. Wacker Dr., Suite 3120, Chicago, IL 60606
Chicago, IL 60606

InstagramWebsite(312) 809-1109

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

836 Skokie Boulevard, Northbrook, IL 60062
Northbrook, IL 60062
  • Financial Planning

Serving the Evanston metro, Oak Wealth Advisors assists families and individuals in managing their wealth to help them achieve a well-lived life. Its services include investment management and financial planning. As fiduciaries, the firm works to prioritize the clients' interests ahead of its own. In addition, as a member of the Academy of Special Needs Planners, Oak Wealth Advisors helps families with special needs members in mapping a financial pathway at every stage of life.

836 Skokie Boulevard, Northbrook, IL 60062
Northbrook, IL 60062

Website(847) 945-8888

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1531 S. Grove Avenue Suite 206, Barrington, IL 60010
Barrington, IL 60010
  • Retirement Planning
  • Tax Planning

Serving the Evanston area, Piershale Financial Group, Inc., assists individuals in planning the next phase of their financial life. The firm helps clients grow their assets through comprehensive wealth management. It addresses five key areas, including portfolio management, retirement, estate, taxes, and insurance. The management process also involves an analysis of a client’s financial situation to implement appropriate strategies. The firm has been featured on news media like Forbes, Market Watch, and The Wall Street Journal.

1531 S. Grove Avenue Suite 206, Barrington, IL 60010
Barrington, IL 60010

Website(847) 713-8070

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

60 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

909 Davis Street, Suite 500, Evanston, IL 60201
Evanston, IL 60201
  • Finance Planning

Porte Brown is a full-service consulting and accounting firm that serves clients in Evanston from a wide range of industries, including health care, transportation and logistics, manufacturing, grocery and food service, and construction. For over 75 years, the company has been offering retirement plan administration, audit, tax planning and preparation, and business valuation services. It also provides managerial accounting solutions, such as forecasting assessments, budgeting, and financial analysis. Its team is fluent in Spanish, Italian, Korean, and German.

909 Davis Street, Suite 500, Evanston, IL 60201
Evanston, IL 60201

Website(847) 866-6800

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

405 West Superior Street 606, Chicago, IL 60654
Chicago, IL 60654
  • Financial Planning
  • Wealth Management

RCM Wealth Advisors is a Chicago-based company that caters to Evanston residents. It guides clients through the process of financial planning and develops strategies to eliminate debt or save for college. The company has experience working with individuals facing post-retirement. It also offers investment management services, and it helps clients allocate capital to exchange-traded funds. One of the company's managing partners, Bobby Schwartz, has over two decades of industry experience. He is the founder of RCM Alternatives, a global wealth management firm.

405 West Superior Street 606, Chicago, IL 60654
Chicago, IL 60654

Website(866) 903-1822

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

333 South Wabash Avenue Suite 2700, Chicago, IL 60604
Chicago, IL 60604

Serenity Wealth Management is a firm that provides fiduciary financial planning services to families and businesses in the Evanston area. Its financial advisors assist clients in creating plans by gathering relevant data, identifying and selecting goals, consulting with CPAs and attorneys, and implementing recommendations based on various strategies. The firm provides financial advice in areas such as tax planning, investment selection and management, and budget planning. Serenity Wealth Management has been featured in FOX and the Digital Journal.

333 South Wabash Avenue Suite 2700, Chicago, IL 60604
Chicago, IL 60604

Website(312) 734-1415

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

30 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5215 Old Orchard Road, Suite 850, Skokie, IL 60077
Skokie, IL 60077
  • Investment Management
  • Financial Planning

Shanker Valleau provides financial advisory services to clients in Evanston and the surrounding areas. It specializes in assisting individuals in protecting their wealth to prepare them for their future financial needs and goals. It also offers financial checkup services involving investment reports and cash flow statements. One of its team members, Janice Hennessy, brings over seven years of experience in the financial planning industry. She is a member of the Illinois CPA Society and the National Association of Personal Financial Advisors.

5215 Old Orchard Road, Suite 850, Skokie, IL 60077
Skokie, IL 60077

Website(847) 475-2900

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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