Local Pros · Waukegan
Local Financial Advisors in Waukegan, IL
Locally owned and operated financial advisors serving Waukegan and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 10 financial advisors in Waukegan, IL by verified customer ratings and review volume. The highest-rated is Wealth Financial Services & Tax Advisory with a 4.9-star rating from 151 verified reviews. Also in the top tier: Woodfield Financial Advisors, Inc. and Fisher Financial Group LLC. The average rating across all listed financial advisors in Waukegan is 4.4 stars from 35 reviews per business on average.
Financial advisors in Waukegan 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
10
Businesses listed
4.4★
Avg rating
35
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Wealth Financial Services & Tax Advisory
600 N Buffalo Grove Rd Suite 100, Buffalo Grove, IL 60089, USA
Woodfield Financial Advisors, Inc.
21660 W Field Pkwy Ste 290, Deer Park, IL 60010, USA
Fisher Financial Group LLC
707 Skokie Blvd # 600, Northbrook, IL 60062, USA
Financial Advisors Rankings in Waukegan, IL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Wealth Financial Services & Tax Advisory600 N Buffalo Grove Rd Suite 100, Buffalo Grove, IL 60089, USA | 4.9★ | 151 |
| #2 | Woodfield Financial Advisors, Inc.21660 W Field Pkwy Ste 290, Deer Park, IL 60010, USA | 5.0★ | 60 |
| #3 | Fisher Financial Group LLC707 Skokie Blvd # 600, Northbrook, IL 60062, USA | 5.0★ | 31 |
| #4 | The Tranel Financial Group1509 N Milwaukee Ave, Libertyville, IL 60048, USA | 4.9★ | 31 |
| #5 | Garrett Koncan - Private Wealth Advisor, Ameriprise Financial Services, LLC5101 Washington St Ste 2L, Gurnee, IL 60031, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Mike Amrozowicz3900 Washington St A, Gurnee, IL 60031, USA | 5.0★ | 1 |
| #7 | Lake County Financial Planning223 N IL-21 # 28, Gurnee, IL 60031, USA | 4.0★ | 1 |
| #8 | ellio Wealth Advisors - Ameriprise Financial Services, LLC5101 Washington St Ste 2l, Gurnee, IL 60031, USA | 3.0★ | 2 |
| #9 | Gibbons Financial Group, Inc312 Tri State Pkwy Ste 200, Gurnee, IL 60031, USA | 4.6★ | 11 |
| #10 | Consumer Financial Services300 S Green Bay Rd, Waukegan, IL 60085, USA | 2.9★ | 63 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Waukegan
The Tranel Financial Group
1509 N Milwaukee Ave, Libertyville, IL 60048, USA
Garrett Koncan - Private Wealth Advisor, Ameriprise Financial Services, LLC
5101 Washington St Ste 2L, Gurnee, IL 60031, USA
Edward Jones - Financial Advisor: Mike Amrozowicz
3900 Washington St A, Gurnee, IL 60031, USA
Lake County Financial Planning
223 N IL-21 # 28, Gurnee, IL 60031, USA
ellio Wealth Advisors - Ameriprise Financial Services, LLC
5101 Washington St Ste 2l, Gurnee, IL 60031, USA
Gibbons Financial Group, Inc
312 Tri State Pkwy Ste 200, Gurnee, IL 60031, USA
Consumer Financial Services
300 S Green Bay Rd, Waukegan, IL 60085, USA
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Frequently Asked Questions — Financial Advisors in Waukegan
What is a fiduciary financial advisor and why does it matter in Waukegan?
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 Waukegan, 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 Waukegan?
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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