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Best Financial Advisors near Lincolnwood, Illinois


To help Americans find the best financial advisors in Lincolnwood, Illinois, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Lincolnwood, Illinois.


1. The Nestegg Group
   (847) 677-6378
6676 N. Lincoln Ave., 2nd Floor. Lincolnwood, IL

The Nestegg Group, registered in 2006, manages $164.6 million for 195 clients.

2. Balasa Dinverno Foltz
   (312) 312-2150
Multiple Locations

Balasa Dinverno Foltz, registered in 2001, manages $4.6 billion for 1,352 clients.

3. The Mather Group
   (630) 537-1078
Multiple Locations

The Mather Group, registered in 2011, manages $3.9 billion for 1,827 clients.

4. Zimmerman Wealth Management
   (847) 556-3200
500 Davis Street, Suite 1005. Evanston, IL

Zimmerman Wealth Management, registered in 2003, manages $264.5 million for 148 clients.

5. Rappaport Reiches Capital Management
   (847) 832-0030
5202 Old Orchard Road, Suite 160. Skokie, IL

Rappaport Reiches Capital Management, registered in 2007, manages $574.7 million for 277 clients.

6. Savant Capital Management
   (847) 441-0410
Multiple Locations

Savant Capital Management, registered in 1993, manages $6.8 billion for 6,348 clients.

7. Natural Investments
   (707) 758-0171
4600 North Clarendon Avenue #608, Chicago, Illinois

Natural Investments, registered in 2005, manages $1.3 billion for 1,005 clients.

8. Coyle Financial Counsel
   (847) 441-5644
2700 Patriot Blvd., Suite 440. Glenview, IL

Coyle Financial Counsel, registered in 1982, manages $672.8 million for 398 clients.

9. ShankerValleau Wealth Advisors
   (847) 475-2900
5215 Old Orchard Road, Suite 850. Skokie, IL

ShankerValleau Wealth Advisors, registered in 2004, manages $337.0 million for 197 clients.

10. Gryphon Advisors
   (847) 424-0465
1578 Sherman Avenue Evanston, IL

Gryphon Advisors, registered in 2006, manages $350.2 million for 166 clients.

11. Mission Wealth Management
   (805) 895-0051
5600 N. River Road Suite 800, Rosemont, Illinois

Mission Wealth Management, registered in 2002, manages $2.6 billion for 1,230 clients.

12. Toroso Investments
   (844) 986-7676
Multiple Locations

Toroso Investments, registered in 2012, manages $1.8 billion for 276 clients.

13. Madden Funds Management
   (708) 848-3200
1010 Lake Street Suite 604 Oak Park, IL

Madden Funds Management, registered in 1995, manages $198.0 million for 180 clients.

14. Essex Investment Management Company
   (847) 563-5600
1603 Orrington Ave Suite 950, Evanston, Illinois

Essex Investment Management Company, registered in 1998, manages $723.7 million for 174 clients.

15. Moller Financial Services
   (847) 441-7575
Multiple Locations

Moller Financial Services, registered in 1992, manages $441.8 million for 214 clients.

16. Premier Asset Management
   (312) 462-1664
4311 North Ravenswood Ave, Suite 100. Chicago, IL

Premier Asset Management, registered in 2001, manages $706.1 million for 166 clients.

17. Financial Solutions Advisory Group
   (773) 714-1540
8700 W. Bryn Mawr Avenue, Suite 410-n Chicago, IL

Financial Solutions Advisory Group, registered in 2003, manages $597.0 million for 315 clients.

18. Hartline Investment Corporation
   (312) 726-4278
Multiple Locations

Hartline Investment Corporation, registered in 1990, manages $491.9 million for 232 clients.

19. Martin Investment Management
   (847) 424-9124
1560 Sherman Ave., Suite 1250. Evanston, IL

Martin Investment Management, registered in 1988, manages $614.1 million for 219 clients.

20. Martin Investment Management
   (847) 424-9124
Multiple Locations

Martin Investment Management, registered in 1988, manages $614.1 million for 219 clients.



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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Mercer Global Advisors
   (888) 565-1681

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Top Cities for Illinois


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