Real Reviews · Evanston
Top-Reviewed Financial Advisors in Evanston, IL
What are customers actually saying? Read verified reviews for financial advisors in Evanston — every rating is from a real customer.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Evanston, IL by verified customer ratings and review volume. The highest-rated is Beacon Pointe Advisors with a 5.0-star rating from 19 verified reviews. Also in the top tier: Egéa Wealth Management and Steinhandler Wealth Advisors. The average rating across all listed financial advisors in Evanston is 5 stars from 5 reviews per business on average.
Financial advisors in Evanston 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
19
Businesses listed
5★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Beacon Pointe Advisors
5215 Old Orchard Rd # 270, Skokie, IL 60077, USA
Egéa Wealth Management
721 Chicago Ave, Evanston, IL 60202, USA
Steinhandler Wealth Advisors
909 Davis St #500, Evanston, IL 60201, USA
Financial Advisors Rankings in Evanston, IL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Beacon Pointe Advisors5215 Old Orchard Rd # 270, Skokie, IL 60077, USA | 5.0★ | 19 |
| #2 | Egéa Wealth Management721 Chicago Ave, Evanston, IL 60202, USA | 5.0★ | 12 |
| #3 | Steinhandler Wealth Advisors909 Davis St #500, Evanston, IL 60201, USA | 5.0★ | 8 |
| #4 | Zimmerman Wealth Management LLC500 Davis St # 1005, Evanston, IL 60201, USA | 5.0★ | 1 |
| #5 | Bradley Investment Center3000 Central St, Evanston, IL 60201, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Patty Finley, CEPA®|AAMS®1007 Church St Suite 300, Evanston, IL 60201, USA | 5.0★ | 5 |
| #7 | Haven Financial Solutions, Inc.815 Oakton St, Evanston, IL 60202, USA | — | — |
| #8 | Tourmaline Wealth Advisors - Ameriprise Financial Services, LLC520 Main St, Evanston, IL 60202, USA | — | — |
| #9 | Griffin Financial Strategies1609 Sherman Ave suite 210, Evanston, IL 60201, USA | 5.0★ | 3 |
| #10 | Edward Jones - Financial Advisor: Kevin Mott, AAMS®|CRPC™500 Davis St Suite 503, Evanston, IL 60201, USA | 4.7★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Evanston
Zimmerman Wealth Management LLC
500 Davis St # 1005, Evanston, IL 60201, USA
Bradley Investment Center
3000 Central St, Evanston, IL 60201, USA
Edward Jones - Financial Advisor: Patty Finley, CEPA®|AAMS®
1007 Church St Suite 300, Evanston, IL 60201, USA
Haven Financial Solutions, Inc.
815 Oakton St, Evanston, IL 60202, USA
Tourmaline Wealth Advisors - Ameriprise Financial Services, LLC
520 Main St, Evanston, IL 60202, USA
Griffin Financial Strategies
1609 Sherman Ave suite 210, Evanston, IL 60201, USA
Edward Jones - Financial Advisor: Kevin Mott, AAMS®|CRPC™
500 Davis St Suite 503, Evanston, IL 60201, USA
Wealth Capital Partners
522 Keeney St, Evanston, IL 60202, USA
Savant Wealth Management
1578 Sherman Ave # 1, Evanston, IL 60201, USA
Blue Sky Investment Partners, Inc.
1609 Sherman Ave #204, Evanston, IL 60201, USA
Edward Jones - Neil Gardner, Financial Advisor
4433 W Touhy Ave Suite 555, Lincolnwood, IL 60712, USA
Romano Brothers & Co
1560 Sherman Ave # 1300, Evanston, IL 60201, USA
Cove Financial Planning, LLC
1603 Orrington Ave #600, Evanston, IL 60201, USA
JAS Financial Services, LLC
1603 Orrington Ave #600, Evanston, IL 60201, USA
Evanston Capital Management
1560 Sherman Ave # 960, Evanston, IL 60201, USA
EP Wealth Advisors
5202 Old Orchard Rd Suite 160, Skokie, IL 60077, USA
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Frequently Asked Questions — Financial Advisors in Evanston
What is a fiduciary financial advisor and why does it matter in Evanston?
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 Evanston, 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 Evanston?
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: May 17, 2026.
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