Local Pros · Skokie
Local Financial Advisors in Skokie, IL
Locally owned and operated financial advisors serving Skokie and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Skokie, IL by verified customer ratings and review volume. The highest-rated is Michael Basile, CFP® - Financial Advisor with a 5.0-star rating from 30 verified reviews. Also in the top tier: Armor Wealth Group and MTD Financial. The average rating across all listed financial advisors in Skokie is 4.9 stars from 5 reviews per business on average.
Financial advisors in Skokie 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
17
Businesses listed
4.9★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Michael Basile, CFP® - Financial Advisor
5757 N Lincoln Ave #27, Chicago, IL 60659, USA
Armor Wealth Group
7101 N Cicero Ave #108, Lincolnwood, IL 60712, USA
MTD Financial
5250 Old Orchard Rd Ste 300, Skokie, IL 60077, USA
Financial Advisors Rankings in Skokie, IL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Michael Basile, CFP® - Financial Advisor5757 N Lincoln Ave #27, Chicago, IL 60659, USA | 5.0★ | 30 |
| #2 | Armor Wealth Group7101 N Cicero Ave #108, Lincolnwood, IL 60712, USA | 5.0★ | 18 |
| #3 | MTD Financial5250 Old Orchard Rd Ste 300, Skokie, IL 60077, USA | 5.0★ | 10 |
| #4 | Edward Jones - Financial Advisor: Mallory Giesen, CFP®|AAMS®|CRPC™9711 Skokie Blvd Suite C, Skokie, IL 60077, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Andrew B Gardner, CFP®5750 Old Orchard Rd # 520, Skokie, IL 60077, USA | 5.0★ | 1 |
| #6 | Davis Financial Strategies9955 Karlov Ave, Skokie, IL 60076, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Glen A Roter, AAMS®7937 Lincoln Ave, Skokie, IL 60077, USA | 5.0★ | 1 |
| #8 | Northwestern Mutual5215 Old Orchard Rd #1200, Skokie, IL 60077, USA | 3.7★ | 3 |
| #9 | Edward Jones - Financial Advisor: Peter Woods4711 Golf Rd UNIT 407, Skokie, IL 60076, USA | 5.0★ | 1 |
| #10 | KMG Wealth Management4711 Golf Rd, Skokie, IL 60076, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Skokie
Edward Jones - Financial Advisor: Mallory Giesen, CFP®|AAMS®|CRPC™
9711 Skokie Blvd Suite C, Skokie, IL 60077, USA
Edward Jones - Financial Advisor: Andrew B Gardner, CFP®
5750 Old Orchard Rd # 520, Skokie, IL 60077, USA
Davis Financial Strategies
9955 Karlov Ave, Skokie, IL 60076, USA
Edward Jones - Financial Advisor: Glen A Roter, AAMS®
7937 Lincoln Ave, Skokie, IL 60077, USA
Northwestern Mutual
5215 Old Orchard Rd #1200, Skokie, IL 60077, USA
Edward Jones - Financial Advisor: Peter Woods
4711 Golf Rd UNIT 407, Skokie, IL 60076, USA
KMG Wealth Management
4711 Golf Rd, Skokie, IL 60076, USA
Edward Jones - Financial Advisor: Kevin M McCarthy, AAMS®
4433 W Touhy Ave Suite 555, Lincolnwood, IL 60712, USA
Noyes
8707 Skokie Blvd #100, Skokie, IL 60077, USA
Amy Keller - Financial Advisor, Ameriprise Financial Services, LLC
8052 Monticello Ave Ste 205F, Skokie, IL 60076, USA
ShankerValleau Wealth Advisors, Inc.
5215 Old Orchard Rd #850, Skokie, IL 60077, USA
Edward Jones - Financial Advisor: Dan Holohan
5750 Old Orchard Rd # 520, Skokie, IL 60077, USA
Edward Jones - Financial Advisor: Kate Ramey, AAMS®
4711 Golf Rd UNIT 407, Skokie, IL 60076, USA
Edward Jones - Financial Advisor: Paul Thomas
5750 Old Orchard Rd # 520, Skokie, IL 60077, USA
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Frequently Asked Questions — Financial Advisors in Skokie
What is a fiduciary financial advisor and why does it matter in Skokie?
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 Skokie, 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 Skokie?
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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