Highest Rated · Rockford
Top-Rated Financial Advisors in Rockford, IL
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Rockford, IL by verified customer ratings and review volume. The highest-rated is Rockford Retirement Planning, Inc. with a 4.9-star rating from 91 verified reviews. Also in the top tier: Klaas Financial and Symmetry Financial Advisors. The average rating across all listed financial advisors in Rockford is 4.7 stars from 15 reviews per business on average.
Financial advisors in Rockford 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
4.7★
Avg rating
15
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Rockford Retirement Planning, Inc.
555 S Perryville Rd Suite 209, Rockford, IL 61108, USA
Klaas Financial
4707 Perry Ridge Ln, Loves Park, IL 61111, USA
Symmetry Financial Advisors
6833 Stalter Dr # 201, Rockford, IL 61108, USA
Financial Advisors Rankings in Rockford, IL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Rockford Retirement Planning, Inc.555 S Perryville Rd Suite 209, Rockford, IL 61108, USA | 4.9★ | 91 |
| #2 | Klaas Financial4707 Perry Ridge Ln, Loves Park, IL 61111, USA | 5.0★ | 55 |
| #3 | Symmetry Financial Advisors6833 Stalter Dr # 201, Rockford, IL 61108, USA | 5.0★ | 24 |
| #4 | Savant Wealth Management190 Buckley Dr, Rockford, IL 61107, USA | 4.5★ | 36 |
| #5 | Orange Horizon Wealth2215 Perrygreen Way #3, Rockford, IL 61107, USA | 5.0★ | 21 |
| #6 | Anchor Wealth Management4949 Harrison Ave #110, Rockford, IL 61108, USA | 5.0★ | 2 |
| #7 | Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC6068 Palo Verde Dr Ste 3, Rockford, IL 61114, USA | 5.0★ | 6 |
| #8 | Waterside Financial Advisors124 N Water St Suite 204, Rockford, IL 61107, USA | 4.3★ | 6 |
| #9 | Bates Financial Advisors, Inc.8437 Northern Ave, Rockford, IL 61107, USA | 5.0★ | 2 |
| #10 | Morgan Stanley Financial Advisors2126 N Perryville Rd, Rockford, IL 61107, USA | 4.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Rockford
Savant Wealth Management
190 Buckley Dr, Rockford, IL 61107, USA
Orange Horizon Wealth
2215 Perrygreen Way #3, Rockford, IL 61107, USA
Anchor Wealth Management
4949 Harrison Ave #110, Rockford, IL 61108, USA
Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC
6068 Palo Verde Dr Ste 3, Rockford, IL 61114, USA
Waterside Financial Advisors
124 N Water St Suite 204, Rockford, IL 61107, USA
Bates Financial Advisors, Inc.
8437 Northern Ave, Rockford, IL 61107, USA
Morgan Stanley Financial Advisors
2126 N Perryville Rd, Rockford, IL 61107, USA
Baird Private Wealth Management
2601 Reid Farm Rd Suite A, Rockford, IL 61114, USA
Edward Jones - Financial Advisor: Jen Reisinger, ChFC®|CPWA®|CEPA®
4949 Harrison Ave Suite 128, Rockford, IL 61108, USA
Rick Wang Financial
7210 E State St suite 102, Rockford, IL 61108, USA
Ridgeline Private Wealth
7210 E State St suite 102, Rockford, IL 61108, USA
Pathfinder Wealth Management
6981 Redansa Dr, Rockford, IL 61108, USA
Lucas Group Financial Advisors + CPAs
1617 Temple Ln, Rockford, IL 61112, USA
Providence Wealth Management
5906 Elaine Dr suite 110, Rockford, IL 61108, USA
MainStreet Financial Group
6885 Vistagreen Way Suite C, Rockford, IL 61107, USA
Seyller Financial Group
185 Buckley Dr a, Rockford, IL 61107, USA
Edward Jones - Financial Advisor: Erna E Colborn, CFP®|CEPA®|ABFP®|AAMS®|CRPS™
483 N Mulford Rd #103, Rockford, IL 61107, USA
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Frequently Asked Questions — Financial Advisors in Rockford
What is a fiduciary financial advisor and why does it matter in Rockford?
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 Rockford, 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 Rockford?
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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