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Best Financial Advisor Firms Illinois 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Illinois.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Illinois, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of September 24, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Illinois are as followed:

  • Must be Trusted by investor.com.
  • Must have an office location in Illinois.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!



View other state winners

Firm Rating Year Registered Minimum Office Locations
AZA Capital Management 1997 View Locations
Advance Capital Management 1986 View Locations
AdviceOne Advisory Services 2003 View Locations
Alley Company 2001 View Locations
Altair Advisers 2002 View Locations
Amling Investments 2009 View Locations
Andco Consulting 2001 View Locations
Aqua Financial Planning 2005 View Locations
Archford Capital Strategies 2012 View Locations
Avocet Capital Management 2011 View Locations
Balasa Dinverno Foltz 2001 View Locations
Blue Haven Capital 2006 View Locations
Bolmgren Retireplan 2013 View Locations
C.W. Henderson & Associates 1991 View Locations
CAFG Wealth Management 2013 View Locations
Callan 1973 View Locations
Capital Management Consultants 1988 View Locations
Capital Management Group 2012 View Locations
Capital Strategies Investment Group 2009 View Locations
Capstone Financial Advisors 1999 View Locations
Chesley, Taft & Associates 2000 View Locations
Chicago Wealth Management 2006 View Locations
Claris Advisors 2006 View Locations
Contour Financial 2001 View Locations
Cornerstone Management 2004 View Locations
Coyle Financial Counsel 1982 View Locations
Csenge Advisory Group 2011 View Locations
D/B/A Financial Awareness Institute 1998 View Locations
Daly Investment Management 2009 View Locations
Dearborn Partners 1997 View Locations
Deerfield 1985 View Locations
Disciplined Investment Management 2010 View Locations
EP Wealth Advisors 1987 View Locations
Edge Financial Advisors 2005 View Locations
Envoi 2008 View Locations
Essex 1997 View Locations
Evergreen Capital Management 2006 View Locations
Fiduciary Financial Partners 2013 View Locations
Financial Planning Advisors 2012 View Locations
Financial Solutions Advisory Group 2003 View Locations
Firethorn Capital 2006 View Locations
Fisher Financial Group 2010 View Locations
Forum Financial Management 2009 View Locations
GCP Investment Advisor 2014 View Locations
GeoWealth Management 2010 View Locations
Gofen and Glossberg 1997 View Locations
Gresham Partners 1997 View Locations
HBW Advisory Services 2012 View Locations
HFR Asset Management, L.L.C 2001 View Locations
Hartline Investment Corporation 1990 View Locations
Hemington Wealth Management 2013 View Locations
Heritage Way Advisors 2004 View Locations
Herr Capital Management 2000 View Locations
Horizon Investment Services 2004 View Locations
Interactive Financial Advisors 2005 View Locations
JAG Capital Management 2011 View Locations
JAS Financial Services 2009 View Locations
JK Financial Planning 2007 View Locations
JMG Financial Group 1985 View Locations
Johnston Investment Counsel 1997 View Locations
KDM Investment Management 2010 View Locations
KEB Wealth Advisors 2004 View Locations
KKM Financial 2012 View Locations
Lizard Investors 2008 View Locations
Long Financial Planning 2002 View Locations
Lowery Asset Consulting 2002 View Locations
Marquette Associates 2010 View Locations
Marquette Associates 1997 View Locations
Mclaughlin Asset Management 2003 View Locations
Mendel Money Management 1989 View Locations
Midway Capital Research & Management 2008 View Locations
Mitchell, Vaught & Taylor 1996 View Locations
NEPC 1990 View Locations
Nadler Financial Group 2002 View Locations
Natural Investments 2005 View Locations
Newman Schimel 2007 View Locations
Optimum Investment Advisors 1989 View Locations
Phase III Advisory Services 2005 View Locations
Piershale Financial Group 2011 View Locations
Pinnacle Financial Group 2010 View Locations
Polaris Wealth Advisory Group 2011 View Locations
Prime Finance Advisor 2012 View Locations
Promanage 2004 View Locations
Rappaport Reiches Capital Management 2007 View Locations
Riverbend Capital Advisors 2011 View Locations
Saint Louis Investment Advisors 2012 View Locations
ShankerValleau Wealth Advisors 2004 View Locations
Shankland Financial Advisors 2006 View Locations
Stairway Partners 2004 View Locations
Stone Island Financial Planning 2009 View Locations
Stonebrook Capital Management 2001 View Locations
THE Meridian Business Group 2005 View Locations
The Nestegg Group 2006 View Locations
The Planning Center 2002 View Locations
Wall Capital Group 1992 View Locations
Windsor Capital Management 2005 View Locations
Wisdom Investments 1999 View Locations
Yunistone Investment Group 2009 View Locations
ZHP Capital 2009 View Locations
Zimmerman Wealth Management 2003 View Locations


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