Local Pros · Chicago
Local Financial Advisors in Chicago, IL
Locally owned and operated financial advisors serving Chicago and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Chicago, IL by verified customer ratings and review volume. The highest-rated is Anderson Financial Group with a 5.0-star rating from 886 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
75
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Anderson Financial Group
2421 N Ashland Ave, Chicago, IL 60614, USA
Goldstone Financial Group
18W140 Butterfield Rd 16th Floor, Oakbrook Terrace, IL 60181, USA
STRIDE Financial
1925 N Clybourn Ave Suite 301, Chicago, IL 60614, USA
Financial 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 May 2026
All Financial Advisors in Chicago
Serenity Wealth Management
333 S Wabash Ave UNIT 2700, Chicago, IL 60604, USA
Chicago Partners Wealth Advisors
1 N Wacker Dr Suite 4075, Chicago, IL 60606, USA
McAdam Financial
111 W Jackson Blvd Suite 1700, Chicago, IL 60604, USA
Arbor Financial Advisors, LLC
566 W Adams St #500, Chicago, IL 60661, USA
Stenger Family Office | Chicago Financial Advisor
150 N Riverside Plaza #1950, Chicago, IL 60606, USA
Mindful Money Financial Counsel, LLC
320 W Ohio St #3W, Chicago, IL 60654, USA
DeRose Financial Planning Group
8755 W Higgins Rd STE 200, Chicago, IL 60631, USA
CTS Financial Group
737 N Michigan Ave #2120, Chicago, IL 60611, USA
Smart Wealth Strategies, Inc.
125 S Wacker Dr Ste 300, Chicago, IL 60606, USA
Lestna Retirement
180 N Stetson Ave Suite 3500, Chicago, IL 60601, USA
Bartlett Wealth Management | Chicago
150 S Wacker Dr # 3050, Chicago, IL 60606, USA
Savant Wealth Management
200 W Madison St #980, Chicago, IL 60606, USA
Envision Wealth Planning
100 S State St Office 455, Chicago, IL 60603, USA
Edward Jones - Financial Advisor: James M Daniels, AAMS®|CRPC™
4043 N Damen Ave, Chicago, IL 60618, USA
Hightower Advisors
200 W Madison St STE 2500, Chicago, IL 60606, USA
Northwestern Mutual - Chicago
444 N Michigan Ave # 500, Chicago, IL 60611, USA
Edward Jones - Financial Advisor: Jason C Clarke
5100 N Ravenswood Ave #101, Chicago, IL 60640, USA
Get Free Quotes
We'll connect you with the top financial advisors in Chicago, IL.
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.
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: May 17, 2026.
More Home Services in Chicago
Related Searches
More ways to find financial advisors in Chicago
Financial Advisors in nearby cities