Financial Advisors in Chicago, Illinois

One of the best advisors in Chicago, Fiducient Advisors has been serving clients since 1995 and is headquartered in the city. They specialize in investment services, financial planning, investment management, and wealth planning. Their commitment to personalized service, integrated asset allocation strategies, proprietary due diligence process, and "Fiduciary Trail" program sets them apart from other advisors.

With a commitment to educating investors about fiduciary responsibility and a fee-only approach, The Mather Group stands out as one of the top financial advisors in Chicago. Founded in 2011 and headquartered in the Windy City, they specialize in financial planning, retirement planning, tax planning, estate planning, and investment management. Their focus on finding cost-effective investment strategies and providing a free investment audit for new clients demonstrates their dedication to maximizing clients' growth potential while minimizing unnecessary costs.

B. Riley Wealth Advisors is a top financial advisor in Chicago due to their comprehensive and collaborative approach to financial solutions. With a diverse array of business capabilities and a team of experienced professionals, B. Riley is well-positioned to provide tailored financial solutions to meet the unique needs of its clients across various sectors and market conditions. Their willingness to invest their own capital in opportunities derived from the platform demonstrates their commitment to maximizing return on investment by leveraging in-house operational expertise.

We chose Chicago Partners Investment Group, LLC as one of the top financial advisors in Chicago due to their extensive experience and expertise in optimizing the wealth of high-net-worth individuals, corporations, foundations, institutions, and family offices. With over $3.5 billion in assets under management and a team of professionals specializing in various aspects of financial planning, including investment management and tax optimization, they offer comprehensive wealth management services tailored to each client's unique needs. As fee-only fiduciaries, they operate with the highest standard of quality and always act in the best interest of their clients.

One of the top financial advisors in Chicago, the firm Chicago Capital (Chi-Cap) offers a personalized approach and commitment to putting clients first. Founded in 2018, they specialize in financial planning, retirement planning, and tax optimization. Chi-Cap stands out by creating personalized financial "GPS roadmaps" for clients and coordinating with tax, accounting, and legal teams to meet diverse needs. This comprehensive approach to financial planning makes them a reliable choice for individuals seeking expert guidance in Chicago.

Serenity Investment Advisors is a top financial advisor in Chicago due to their personalized approach and commitment to fostering client trust. Founded in 2020, their team of experienced Certified Financial Planner (CFP) professionals offers financial planning, retirement planning, tax optimization, wealth building, and asset preservation expertise. Their collaborative team approach ensures tailored strategies to meet clients' unique goals and aspirations.