Top Picks · Bolingbrook
Best Financial Advisors in Bolingbrook, IL
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Bolingbrook, IL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Shannon Libby - COUNTRY Financial Representative with a 5.0-star rating from 13 Google reviews and an RNM Score of 73/100. Also in the top tier: Edward Jones - Financial Advisor: Dan Sypien and Edward Jones - Financial Advisor: John Slawinski, AAMS®. The average rating across all listed financial advisors in Bolingbrook is 5 stars from 3 reviews per business on average.
Financial advisors in Bolingbrook typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Bolingbrook, IL is home to several reputable financial advisors who offer a range of services to help individuals and families manage their finances. These advisors can provide guidance on investment planning, retirement strategies, and other financial matters to meet the unique needs of local residents.
- ✓Financial advisors in Bolingbrook, IL can assist with investment planning, retirement strategies, and other personal finance needs
- ✓Consumers should research local advisors' credentials, services, and fees when choosing a financial advisor
- ✓Top financial advisor businesses in Bolingbrook include Edward Jones, COUNTRY Financial, and independent CFP® professionals
Best Overall
Edward Jones - Financial Advisor: Nate Albert, AAMS®
Nate Albert stands out as the top-ranked advisor in Bolingbrook due to his AAMS® certification and strong client satisfaction.
Most Reviewed
Edward Jones - Financial Advisor: Nate Albert, AAMS®
A high number of reviews indicates broad client experience and trust, helping consumers gauge reliability.
When choosing a financial advisor in Bolingbrook, consider meeting with multiple Edward Jones advisors to find the best fit, and verify credentials like CFP® or AAMS® for specialized advice.
How to Choose a Financial Advisor in Bolingbrook
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) credentials
- • Fiduciary duty to act in your best interest
- • Experience working with clients in your life stage and financial situation
- • Fee-only compensation structure (no commissions)
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current clients?
Red flags
- ⚠ Pushy sales tactics or high-pressure recommendations
- ⚠ Lack of transparency around fees and compensation
- ⚠ Disciplinary actions or customer complaints
In Illinois, financial advisors must be registered with the state as investment adviser representatives and hold appropriate securities licenses. Be sure to verify their credentials and licensing status.
Local Market Snapshot
18
Businesses listed
5★
Avg rating
3
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Bolingbrook, IL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Shannon Libby - COUNTRY Financial Representative2132 Deep Water Ln #204, Naperville, IL 60564, USA | 5.0★ | 13 |
| #2 | Edward Jones - Financial Advisor: Dan Sypien7350 Janes Ave, Woodridge, IL 60517, USA | 5.0★ | 3 |
| #3 | Edward Jones - Financial Advisor: John Slawinski, AAMS®550 E Boughton Rd Suite 160, Bolingbrook, IL 60440, USA | 5.0★ | 2 |
| #4 | Sandra McClanahan - Private Wealth Advisor, Ameriprise Financial Services, LLC6435 Main St Ste 160, Woodridge, IL 60517, USA | 5.0★ | 1 |
| #5 | Armand Prestidge - Private Wealth Advisor, Ameriprise Financial Services, LLC28381 Davis Pkwy Ste 703, Warrenville, IL 60555, USA | 5.0★ | 1 |
| #6 | RL Wealth Management Group, Ltd.1625 Trails End Ln, Bolingbrook, IL 60490, USA | — | — |
| #7 | Edward Jones - Financial Advisor: David A Ambre, AAMS®3540 Seven Bridges Dr Suite 120, Woodridge, IL 60517, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Ryan R Knudsen1121 Warren Ave #120, Downers Grove, IL 60515, USA | 5.0★ | 2 |
| #9 | NorthStar Wealth Group - Ameriprise Financial Services, LLC6435 Main St Ste 160, Woodridge, IL 60517, USA | — | — |
| #10 | michael smith440 W Boughton Rd, Bolingbrook, IL 60440, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Bolingbrook
6435 Main St Ste 160, Woodridge, IL 60517, USA
28381 Davis Pkwy Ste 703, Warrenville, IL 60555, USA
1625 Trails End Ln, Bolingbrook, IL 60490, USA
3540 Seven Bridges Dr Suite 120, Woodridge, IL 60517, USA
1121 Warren Ave #120, Downers Grove, IL 60515, USA
6435 Main St Ste 160, Woodridge, IL 60517, USA
5980 IL-53 STE D, Lisle, IL 60532, USA
2132 Deep Water Ln #228, Naperville, IL 60564, USA
7101 Janes Ave, Woodridge, IL 60517, USA
16151 Weber Rd Ste 109, Crest Hill, IL 60403, USA
2132 Deep Water Ln #228, Naperville, IL 60564, USA
6435 Main St Ste 160, Woodridge, IL 60517, USA
440 W Boughton Rd Suite 210, Bolingbrook, IL 60440, USA
Get Free Quotes
We'll connect you with the top financial advisors in Bolingbrook, IL.
Financial Advisors in Bolingbrook, IL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Shannon Libby - COUNTRY Financial Representative | 73/100 | 5.0 ★ | 13 |
| 2 | Edward Jones - Financial Advisor: Dan Sypien | 66/100 | 5.0 ★ | 3 |
| 3 | Edward Jones - Financial Advisor: John Slawinski, AAMS® | 64/100 | 5.0 ★ | 2 |
| 4 | Sandra McClanahan - Private Wealth Advisor, Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 5 | Armand Prestidge - Private Wealth Advisor, Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 6 | RL Wealth Management Group, Ltd. | 3/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: David A Ambre, AAMS® | 62/100 | 5.0 ★ | 1 |
| 8 | Edward Jones - Financial Advisor: Ryan R Knudsen | 64/100 | 5.0 ★ | 2 |
| 9 | NorthStar Wealth Group - Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 10 | michael smith | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Bolingbrook
What is a fiduciary financial advisor and why does it matter in Bolingbrook?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Bolingbrook, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Bolingbrook?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 9, 2026.
More Home Services in Bolingbrook
Related Searches
More ways to find financial advisors in Bolingbrook
Financial Advisors in nearby cities