Top Financial Advisors in Chicago, Illinois

FinanceHQ’s team of experts conducted thorough research on financial advisors in Chicago. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Chicago range from $235M to $40B in AUM, and have an average of 15 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
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Fiducient Advisors

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About Fiducient Advisors

Chicago, ILInvestment Advisor Firm
Assets Managed: $40,020,772,510Total Number of Advisors: 96Number of Accounts: 1,061In Business Since: 1995

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.

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The Mather Group

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About The Mather Group

Chicago, ILInvestment Advisor Firm
Assets Managed: $8,718,717,623Total Number of Advisors: 81Number of Accounts: 16,761In Business Since: 2011

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.

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B. Riley Wealth Advisors

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About B. Riley Wealth Advisors

Chicago, ILInvestment Advisor Firm
Assets Managed: $6,884,819,404Total Number of Advisors: 410Number of Accounts: 20,323In Business Since: 2005

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.

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Chicago Partners Investment Group, LLC

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About Chicago Partners Investment Group, LLC

Chicago, ILInvestment Advisor Firm
Assets Managed: $3,646,816,820Total Number of Advisors: 27Number of Accounts: 5,599In Business Since: 2008

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.

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Chicago Capital

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About Chicago Capital

Chicago, ILInvestment Advisor Firm
Assets Managed: $2,257,867,241Total Number of Advisors: 7Number of Accounts: 1,514In Business Since: 2018

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.

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Serenity Investment Advisors

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About Serenity Investment Advisors

Chicago, ILInvestment Advisor Firm
Assets Managed: $234,722,952Total Number of Advisors: 3Number of Accounts: 300In Business Since: 2020

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.

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Frequently Asked Questions

Are there advisors in Chicago that specialize in retirement planning?

Yes, FinanceHQ can match you with an experienced retirement planning advisor in Chicago. Access a curated network of professionals who specialize in tailoring retirement strategies to your unique needs. Explore personalized guidance, tools, and resources to confidently navigate your journey toward a secure and fulfilling retirement in the vibrant city of Chicago.

What are the services offered by the top financial advisors in Chicago?

The premier financial advisors in Chicago offer comprehensive services to cater to diverse financial needs. These services typically include personalized retirement planning, investment management, tax optimization, estate planning, and risk management. Focusing on client goals and financial well-being, these top advisors leverage cutting-edge tools and resources to provide sound advice and strategies for a secure financial future in the city's dynamic landscape.

Are all financial advisors in Chicago fiduciaries?

Not all financial advisors in Chicago are fiduciaries. While some operate under a fiduciary duty, putting clients' interests first, others may follow a suitability standard, which requires recommending products that are suitable but not necessarily the best option for the client. It's crucial to inquire about a financial advisor's fiduciary status and commitment to transparency to ensure you receive advice aligned with your best interests.

Can a financial advisor work on your estate plan in Chicago?

Yes, many financial advisors in Chicago offer estate planning services as part of their comprehensive financial planning approach. These services may include wills, trusts, power of attorney, and other components of estate management. Collaborating with a financial advisor for estate planning can ensure a holistic strategy that aligns with your overall financial goals and helps secure the future of your assets.

How can financial advisors in Chicago assist divorcees?

Financial advisors in Chicago play a crucial role in assisting divorcees by providing comprehensive financial guidance during this transitional period. They can help individuals understand and navigate the financial implications of divorce, including the division of assets, tax considerations, and long-term financial planning. Additionally, financial advisors can offer support in creating a post-divorce budget, adjusting investment strategies, and planning for future financial goals, empowering individuals to make informed decisions and achieve financial stability after a divorce.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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