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Licensed · Bolingbrook

Licensed & Insured Financial Advisors in Bolingbrook, IL

Every financial advisors listed here carries proper licensing and insurance in IL. Protect yourself — always verify credentials before work begins.

As of June 2026, RatingsNearMe ranks 18 financial advisors in Bolingbrook, IL by verified customer ratings and review volume. The highest-rated is Shannon Libby - COUNTRY Financial Representative with a 5.0-star rating from 13 verified reviews. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

18

Businesses listed

5★

Avg rating

3

Avg reviews

Jun 1, 2026

Last updated

Top Rated Financial Advisors

🥇

Shannon Libby - COUNTRY Financial Representative

5.0(13 reviews)

2132 Deep Water Ln #204, Naperville, IL 60564, USA

🥈

Edward Jones - Financial Advisor: Dan Sypien

5.0(3 reviews)

7350 Janes Ave, Woodridge, IL 60517, USA

🥉

Edward Jones - Financial Advisor: John Slawinski, AAMS®

5.0(2 reviews)

550 E Boughton Rd Suite 160, Bolingbrook, IL 60440, USA

Financial Advisors Rankings in Bolingbrook, IL

#BusinessRatingReviews
#1Shannon Libby - COUNTRY Financial Representative2132 Deep Water Ln #204, Naperville, IL 60564, USA5.013
#2Edward Jones - Financial Advisor: Dan Sypien7350 Janes Ave, Woodridge, IL 60517, USA5.03
#3Edward Jones - Financial Advisor: John Slawinski, AAMS®550 E Boughton Rd Suite 160, Bolingbrook, IL 60440, USA5.02
#4Edward Jones - Financial Advisor: Billy Hearth, CFP®|CEPA®440 W Boughton Rd Suite 210, Bolingbrook, IL 60440, USA5.02
#5Sandra McClanahan - Private Wealth Advisor, Ameriprise Financial Services, LLC6435 Main St Ste 160, Woodridge, IL 60517, USA5.01
#6Armand Prestidge - Private Wealth Advisor, Ameriprise Financial Services, LLC28381 Davis Pkwy Ste 703, Warrenville, IL 60555, USA5.01
#7RL Wealth Management Group, Ltd.1625 Trails End Ln, Bolingbrook, IL 60490, USA
#8Edward Jones - Financial Advisor: David A Ambre, AAMS®3540 Seven Bridges Dr Suite 120, Woodridge, IL 60517, USA5.01
#9Edward Jones - Financial Advisor: Ryan R Knudsen1121 Warren Ave #120, Downers Grove, IL 60515, USA5.02
#10NorthStar Wealth Group - Ameriprise Financial Services, LLC6435 Main St Ste 160, Woodridge, IL 60517, USA

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Bolingbrook

4

Edward Jones - Financial Advisor: Billy Hearth, CFP®|CEPA®

5.0· 2 reviews

440 W Boughton Rd Suite 210, Bolingbrook, IL 60440, USA

5

Sandra McClanahan - Private Wealth Advisor, Ameriprise Financial Services, LLC

5.0· 1 reviews

6435 Main St Ste 160, Woodridge, IL 60517, USA

6

Armand Prestidge - Private Wealth Advisor, Ameriprise Financial Services, LLC

5.0· 1 reviews

28381 Davis Pkwy Ste 703, Warrenville, IL 60555, USA

7

RL Wealth Management Group, Ltd.

· 0 reviews

1625 Trails End Ln, Bolingbrook, IL 60490, USA

8

Edward Jones - Financial Advisor: David A Ambre, AAMS®

5.0· 1 reviews

3540 Seven Bridges Dr Suite 120, Woodridge, IL 60517, USA

9

Edward Jones - Financial Advisor: Ryan R Knudsen

5.0· 2 reviews

1121 Warren Ave #120, Downers Grove, IL 60515, USA

10

NorthStar Wealth Group - Ameriprise Financial Services, LLC

· 0 reviews

6435 Main St Ste 160, Woodridge, IL 60517, USA

11

michael smith

· 0 reviews

440 W Boughton Rd, Bolingbrook, IL 60440, USA

12

Pulse Financial Services

5.0· 1 reviews

6040 IL-53, Lisle, IL 60532, USA

13

Edward Jones - Financial Advisor: Denise M Pacione

5.0· 2 reviews

5980 IL-53 STE D, Lisle, IL 60532, USA

14

Edward Jones - Financial Advisor: Michael Staehely

5.0· 1 reviews

2132 Deep Water Ln #228, Naperville, IL 60564, USA

15

Edward Jones - Financial Advisor: Brian A Hansen, CFP®

· 0 reviews

7101 Janes Ave, Woodridge, IL 60517, USA

16

Edward Jones - Financial Advisor: Nate Albert, AAMS®

5.0· 2 reviews

16151 Weber Rd Ste 109, Crest Hill, IL 60403, USA

17

Edward Jones - Financial Advisor: Roland K Keller

5.0· 2 reviews

2132 Deep Water Ln #228, Naperville, IL 60564, USA

18

Gabriel Chavez - Private Wealth Advisor, Ameriprise Financial Services, LLC

· 0 reviews

6435 Main St Ste 160, Woodridge, IL 60517, USA

Data from Google Business listings
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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.

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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 1, 2026.

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About This Financial Advisors Directory — Bolingbrook, IL

This page lists and ranks 18 financial advisors serving Bolingbrook, IL as of June 2026. The average verified rating across all listings is 5 stars, with an average of 3 customer reviews per business. The top-ranked financial advisors in Bolingbrook by our algorithm is Shannon Libby - COUNTRY Financial Representative (5.0 stars, 13 reviews). Financial advisors in Bolingbrook typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Bolingbrook: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the IL licensing board before hiring.

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