Chicago · Financial

Best Financial Advisors in Chicago 2026

This page lists financial advisors from the Chicagoland (Cook, DuPage, Lake, Will, Kane counties) research set. Towns named in that set include Evanston, Naperville, Aurora, Schaumburg, Oak Park, and Skokie.

16 businesses have a numbered rank because they have at least one counted independent source. 0 are listed below without a rank. Nothing on this page is a paid placement, and there is no composite score.

Methodology: Numbered order is the research file's source count, highest first. Ties break on recorded recognition strength: Best Law Firms tier, then Super Lawyers and Best Lawyers listings, then Newsweek, then Vault Law 100, then the research notes' suggested order. A source count of zero is unranked and alphabetical. Rankings are not paid, and this page has no composite score.

Towns covered: Addison, Arlington Heights, Aurora, Barrington, Batavia, Bensenville, Berwyn, Bolingbrook, Brookfield, Buffalo Grove, Carol Stream, Chicago, Clarendon Hills, Crestwood, Crystal Lake, Des Plaines, Downers Grove, East Dundee, Elburn, Elgin, Elk Grove Village, Elmhurst, Evanston, Frankfort, Franklin Park, Geneva, Glen Ellyn, Glencoe, Glenview, Hanover Park, Highland Park, Hillside, Hinsdale, Hoffman Estates, Homewood, Itasca, Joliet, Kildeer, La Grange, Lake Bluff, Lake Forest, Lake Villa, Lemont, Libertyville, Lincolnshire, Lincolnwood, Lisle, Lockport, Lombard, Melrose Park, Monee, Montgomery, Morris, Morton Grove, Mt. Prospect, Naperville, New Lenox, Niles, North Aurora, Northbrook, Northfield, Oak Brook, Oak Forest, Oak Park, Oakbrook Terrace, Orland Park, Oswego, Palatine, Palos Hills, Park Ridge, Plainfield, Prospect Heights, Riverside, Rolling Meadows, Roselle, Schaumburg, Schiller Park, Skokie, South Barrington, St Charles, Vernon Hills, Warrenville, West Chicago, Wheaton, Wheeling, Willowbrook, Wilmette, Winfield, Winnetka, Woodridge, Worth, Yorkville.

Ranked Financial Advisors in Chicago

16 with at least one counted independent source, ordered by source count, then recognition strength, then the research notes.

1

Chicago Partners Wealth Advisors

1 N Wacker Dr Ste 4110, Chicago, IL 60606 · (312) 757-5543 · 1 counted independent source

Chicago Partners Wealth Advisors, in Chicago, Illinois, is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
2

Growing Fortunes Financial Partners LLC

1901 N. Roselle Rd., Ste. 800, Schaumburg, IL 60195 · (847) 230-9636 · 1 counted independent source

Growing Fortunes Financial Partners LLC, in Schaumburg, Illinois, is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
3

Financial IQ Partners

28381 Davis Parkway, Warrenville, IL 60555 · (630) 995-9836 · 1 counted independent source

Financial IQ Partners, in Warrenville, Illinois, is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
4

Jeffrey C. Simon

150 W Campbell Street, Arlington Heights, IL 60005 · (847) 870-4695 · 1 counted independent source

Jeffrey C. Simon is a financial-advisory practice in Arlington Heights, Illinois. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
5

MJC Financial Fitness

Skokie, IL · (312) 764-1160 · 1 counted independent source

MJC Financial Fitness, in Skokie, Illinois, is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
6

Baker & Yoest Investment Advisers, Inc.

790 Frontage Road, Ste 116, Northfield, IL 60093 · (847) 504-1455 · 1 counted independent source

Baker & Yoest Investment Advisers, Inc. is a financial-advisory practice in Northfield, Illinois. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
7

Millington Financial Advisors

222 South Mill Street, Naperville, IL 60540 · 630-922-7900 · 1 counted independent source

In Naperville, Illinois, Millington Financial Advisors is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
8

Beacon Financial Planning Services, LLC.

14710 Naperville Road, Plainfield, IL 60544 · (815) 577-0029 · 1 counted independent source

In Plainfield, Illinois, Beacon Financial Planning Services, LLC. is a financial-advisory practice. Recorded practice details include financial planning. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
9

Berman Capital Management & Research

Twin Oaks Place Shopping Center 3077 West Jefferson Street, Joliet, IL 60435 · (815) 725-8300 · 1 counted independent source

In Joliet, Illinois, Berman Capital Management & Research is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
10

WealthCare Advisors

10 N. Martingale Road Suite 400, Schaumburg, IL 60173 · (847) 466-1212 · 1 counted independent source

WealthCare Advisors, in Schaumburg, Illinois, is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
11

Platania Financial Inc.

2 West Northwest Highway, Arlington Heights, IL 60004 · (847) 870-7526 · 1 counted independent source

Platania Financial Inc. is a financial-advisory practice in Arlington Heights, Illinois. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
12

Shanker Valleau

5215 Old Orchard Road, Suite 850, Skokie, IL 60077 · (847) 475-2900 · 1 counted independent source

Shanker Valleau, in Skokie, Illinois, is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
13

Campbell Retirement Planning Group of Raymond James

620 North River Road, Naperville, IL 60563 · 888.317.2792 · 1 counted independent source

Campbell Retirement Planning Group of Raymond James, in Naperville, Illinois, is a financial-advisory practice. Recorded practice details include retirement planning. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
14

Retirement Plan Advisors

105 West Adams Street, Chicago, IL 60603 · 877.284.6837 · 1 counted independent source

In Chicago, Illinois, Retirement Plan Advisors is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
15

Endowment Wealth Management

875 N. Michigan Ave Suite 3100 Suite 3100, Chicago, IL 60611 · (312) 373-3850 · 1 counted independent source

Endowment Wealth Management is a financial-advisory practice in Chicago, Illinois. Recorded practice details include wealth management. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
16

Aaron Wealth Advisors

515 North State Street, Suite 1770, Chicago, IL 60654 · (312) 506-5780 · 1 counted independent source

Aaron Wealth Advisors, in Chicago, Illinois, is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)

About Chicago's Financial Advisors

What this list covers and how to read it.

The list covers financial advisors recorded for the Chicagoland (Cook, DuPage, Lake, Will, Kane counties). It is not limited to Chicago city limits.

Counted sources on the numbered part of this list include Expertise.com. A star mark or a review total is shown only when the research file records that exact figure.

A numbered row is an editorial order, not a paid position. Every business on this page has a counted independent source, so there is no unranked section.

Our Ranking Methodology

Updated Oct 2026.

This order uses only the research file. Each business has a source count: how many distinct independent publishers were counted. Best Law Firms and individual Best Lawyers listings count as one publisher. Higher source counts come first. A numbered rank requires a source count of at least 1. Other counted sources, including Expertise.com, change that count and do not add a separate strength step.

When source counts match, recorded recognitions break the tie. Best Law Firms Tier 1 ranks above Tier 2, and more Tier 1 rankings rank above fewer. A larger set of recorded tier rankings ranks above a smaller set when the best tier and the Tier 1 count match. Super Lawyers and Best Lawyers listings are next: a full Super Lawyers selection or a Best Lawyers listing outranks Rising Stars and Ones to Watch, and more names outrank fewer. A Newsweek listing is next, and a higher star mark recorded on that Newsweek listing outranks a lower one. A Vault Law 100 rank is next, with a lower rank number ahead of a higher one. Anything still tied follows the research notes' suggested order, then the business name. Avvo review figures are shown when the file records an exact total, and they are not a further tie-break.

A source count of 0 is not a negative mark. Those businesses are under Also serving the area, A to Z, with no number and no score. Sponsored blocks, paid directory placements, and awards that appear only on a business's own site are not counted. Rank on this page is not for sale. There is no featured-partner placement and no composite score.

Source count

Higher counts of distinct independent publishers come first. One counted source is enough for a numbered rank.

Recognition strength

Ties break on Best Law Firms tier, then Super Lawyers and Best Lawyers listings, then Newsweek, then Vault Law 100.

Research order

Remaining ties follow the research notes' suggested order, then the business name. Avvo totals are not a tie-break.

Unranked, and not for sale

Zero counted sources means an alphabetical listing with no number and no score. Rank is not paid.

Corrections

See a listing that needs a correction?

Rank on this page is not for sale. If a business in this metro is missing, or a recorded fact needs an update, use the listing form. Editorial review decides what is included.

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