Top Picks · Chicago
Best Financial Advisors in Chicago, IL
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As of June 2026, RatingsNearMe ranks 20 financial advisors in Chicago, IL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Anderson Financial Group with a 5.0-star rating from 886 Google reviews and an RNM Score of 88/100. Also in the top tier: Goldstone Financial Group and STRIDE Financial. The average rating across all listed financial advisors in Chicago is 4.9 stars from 75 reviews per business on average.
Financial advisors in Chicago 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.
Chicago, Illinois is home to a variety of financial advisors who provide investment management, retirement planning, and other wealth management services to local consumers. When searching for a financial advisor in the Chicago area, consumers should consider factors such as credentials, services offered, and client reviews.
- ✓Chicago, IL has many financial advisors serving local consumers
- ✓Financial advisors offer services like investment management and retirement planning
- ✓Consumers should research an advisor's credentials, services, and client reviews
Best Overall
Goldstone Financial Group
Goldstone Financial Group stands out as a top-ranked advisor due to its comprehensive, client-focused approach and strong reputation in the Chicago area.
Most Reviewed
Hightower Advisors
A high review count indicates broad client experience and trust, helping consumers gauge reliability and service consistency.
When choosing a financial advisor in Chicago, verify credentials like CFP® certification and check for fiduciary duty. Also, consider meeting with multiple firms to compare their fee structures and investment philosophies.
How to Choose a Financial Advisor in Chicago
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Chicago area
- • A clear, transparent fee structure
- • A focus on your long-term financial goals, not just short-term investments
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 Chicago-based clients?
Red flags
- ⚠ Pressure to make quick investment decisions
- ⚠ Lack of clear communication about risks and fees
- ⚠ Unwillingness to provide a written financial plan
In Illinois, financial advisors must be registered with the Illinois Securities Department and hold appropriate licenses, such as a Series 7 and Series 63 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
75
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
A trusted Chicago financial advisor with a flawless 5.0-star rating from nearly 900 reviews.
2421 N Ashland Ave, Chicago, IL 60614, USARated 4.9 stars from 142 Google reviews, consistently earning client trust.
18W140 Butterfield Rd 16th Floor, Oakbrook Terrace, IL 60181, USAFinancial Advisors Rankings in Chicago, IL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Anderson Financial Group2421 N Ashland Ave, Chicago, IL 60614, USA | 5.0★ | 886 |
| #2 | Goldstone Financial Group18W140 Butterfield Rd 16th Floor, Oakbrook Terrace, IL 60181, USA | 4.9★ | 142 |
| #3 | STRIDE Financial1925 N Clybourn Ave Suite 301, Chicago, IL 60614, USA | 4.9★ | 103 |
| #4 | Serenity Wealth Management333 S Wabash Ave UNIT 2700, Chicago, IL 60604, USA | 5.0★ | 44 |
| #5 | Chicago Partners Wealth Advisors1 N Wacker Dr Suite 4075, Chicago, IL 60606, USA | 4.4★ | 14 |
| #6 | McAdam Financial111 W Jackson Blvd Suite 1700, Chicago, IL 60604, USA | 4.9★ | 76 |
| #7 | Arbor Financial Advisors, LLC566 W Adams St #500, Chicago, IL 60661, USA | 5.0★ | 14 |
| #8 | Stenger Family Office | Chicago Financial Advisor150 N Riverside Plaza #1950, Chicago, IL 60606, USA | 5.0★ | 43 |
| #9 | Mindful Money Financial Counsel, LLC320 W Ohio St #3W, Chicago, IL 60654, USA | 5.0★ | 5 |
| #10 | DeRose Financial Planning Group8755 W Higgins Rd STE 200, Chicago, IL 60631, USA | 5.0★ | 69 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Chicago
333 S Wabash Ave UNIT 2700, Chicago, IL 60604, USA
1 N Wacker Dr Suite 4075, Chicago, IL 60606, USA
566 W Adams St #500, Chicago, IL 60661, USA
150 N Riverside Plaza #1950, Chicago, IL 60606, USA
320 W Ohio St #3W, Chicago, IL 60654, USA
8755 W Higgins Rd STE 200, Chicago, IL 60631, USA
125 S Wacker Dr Ste 300, Chicago, IL 60606, USA
150 S Wacker Dr # 3050, Chicago, IL 60606, USA
100 S State St Office 455, Chicago, IL 60603, USA
4043 N Damen Ave, Chicago, IL 60618, USA
444 N Michigan Ave # 500, Chicago, IL 60611, USA
5100 N Ravenswood Ave #101, Chicago, IL 60640, USA
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Financial Advisors in Chicago, IL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Anderson Financial Group | 88/100 | 5.0 ★ | 886 |
| 2 | Goldstone Financial Group | 84/100 | 4.9 ★ | 142 |
| 3 | STRIDE Financial | 82/100 | 4.9 ★ | 103 |
| 4 | Serenity Wealth Management | 79/100 | 5.0 ★ | 44 |
| 5 | Chicago Partners Wealth Advisors | 63/100 | 4.4 ★ | 14 |
| 6 | McAdam Financial | 80/100 | 4.9 ★ | 76 |
| 7 | Arbor Financial Advisors, LLC | 73/100 | 5.0 ★ | 14 |
| 8 | Stenger Family Office | Chicago Financial Advisor | 79/100 | 5.0 ★ | 43 |
| 9 | Mindful Money Financial Counsel, LLC | 68/100 | 5.0 ★ | 5 |
| 10 | DeRose Financial Planning Group | 81/100 | 5.0 ★ | 69 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Chicago
What is a fiduciary financial advisor and why does it matter in Chicago?
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 Chicago, 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 Chicago?
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 9, 2026.
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