Local Pros · Bolingbrook
Local Financial Advisors in Bolingbrook, IL
Locally owned and operated financial advisors serving Bolingbrook and the surrounding area. Supporting local businesses means faster response and accountability.
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: Billy Hearth, CFP®|CEPA®. 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
2132 Deep Water Ln #204, Naperville, IL 60564, USA
Edward Jones - Financial Advisor: Dan Sypien
7350 Janes Ave, Woodridge, IL 60517, USA
Edward Jones - Financial Advisor: Billy Hearth, CFP®|CEPA®
440 W Boughton Rd Suite 210, Bolingbrook, IL 60440, USA
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: Billy Hearth, CFP®|CEPA®440 W Boughton Rd Suite 210, Bolingbrook, IL 60440, USA | 5.0★ | 2 |
| #4 | Edward Jones - Financial Advisor: John Slawinski, AAMS®550 E Boughton Rd Suite 160, Bolingbrook, IL 60440, USA | 5.0★ | 2 |
| #5 | Sandra McClanahan - Private Wealth Advisor, Ameriprise Financial Services, LLC6435 Main St Ste 160, Woodridge, IL 60517, USA | 5.0★ | 1 |
| #6 | Armand Prestidge - Private Wealth Advisor, Ameriprise Financial Services, LLC28381 Davis Pkwy Ste 703, Warrenville, IL 60555, USA | 5.0★ | 1 |
| #7 | RL Wealth Management Group, Ltd.1625 Trails End Ln, Bolingbrook, IL 60490, USA | — | — |
| #8 | Edward Jones - Financial Advisor: David A Ambre, AAMS®3540 Seven Bridges Dr Suite 120, Woodridge, IL 60517, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Ryan R Knudsen1121 Warren Ave #120, Downers Grove, IL 60515, USA | 5.0★ | 2 |
| #10 | NorthStar 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
Edward Jones - Financial Advisor: John Slawinski, AAMS®
550 E Boughton Rd Suite 160, Bolingbrook, IL 60440, USA
Sandra McClanahan - Private Wealth Advisor, Ameriprise Financial Services, LLC
6435 Main St Ste 160, Woodridge, IL 60517, USA
Armand Prestidge - Private Wealth Advisor, Ameriprise Financial Services, LLC
28381 Davis Pkwy Ste 703, Warrenville, IL 60555, USA
RL Wealth Management Group, Ltd.
1625 Trails End Ln, Bolingbrook, IL 60490, USA
Edward Jones - Financial Advisor: David A Ambre, AAMS®
3540 Seven Bridges Dr Suite 120, Woodridge, IL 60517, USA
Edward Jones - Financial Advisor: Ryan R Knudsen
1121 Warren Ave #120, Downers Grove, IL 60515, USA
NorthStar Wealth Group - Ameriprise Financial Services, LLC
6435 Main St Ste 160, Woodridge, IL 60517, USA
michael smith
440 W Boughton Rd, Bolingbrook, IL 60440, USA
Pulse Financial Services
6040 IL-53, Lisle, IL 60532, USA
Edward Jones - Financial Advisor: Denise M Pacione
5980 IL-53 STE D, Lisle, IL 60532, USA
Edward Jones - Financial Advisor: Michael Staehely
2132 Deep Water Ln #228, Naperville, IL 60564, USA
Edward Jones - Financial Advisor: Brian A Hansen, CFP®
7101 Janes Ave, Woodridge, IL 60517, USA
Edward Jones - Financial Advisor: Nate Albert, AAMS®
16151 Weber Rd Ste 109, Crest Hill, IL 60403, USA
Edward Jones - Financial Advisor: Roland K Keller
2132 Deep Water Ln #228, Naperville, IL 60564, USA
Gabriel Chavez - Private Wealth Advisor, Ameriprise Financial Services, LLC
6435 Main St Ste 160, Woodridge, IL 60517, USA
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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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