The best financial advisors in Illinois, ranked

2 vetted advisors across Chicago— compared by fees, minimums, credentials, and specialty. Skip the guesswork: tell us your goals and we'll rank them for your situation.

Top advisors in Illinois for 2026

Beatrix Kowalczyk

CFP® · RICP® · Lakeshore Financial Design · Chicago

Public-sector employees with pensions to optimize

4.8 (89+)0.90% AUM$100k minFee-only

Desmond Early

CFA · Second City Asset Management · Chicago

Hands-off investors who want active tax management

4.6 (54+)1.00% AUM$250k min

Rankings reflect network ratings and profile completeness, not investment performance. AdvisoryReviews is compensated by participating advisors, which may influence placement. Demo listings shown for template purposes.

Choosing an advisor in Illinois

How much does a financial advisor cost in Illinois?

Among vetted Illinois advisors in the AdvisoryReviews network, ongoing management runs roughly 0.65%–1.10% of assets per year, and flat-fee planning engagements run about $2,400–$6,000 per year. The industry all-in average is closer to 1.25%, which is why comparing before you commit matters.

How do I verify a financial advisor in Illinois?

Look the advisor up on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov) or FINRA BrokerCheck. Every profile on AdvisoryReviews links to the public record — check registration status, disclosures, and complaint history before engaging anyone.

Should I choose a local Illinois advisor or work virtually?

Both work well. Local advisors offer in-person meetings and familiarity with state specifics; virtual advisors widen the pool to specialists who fit your exact situation. The matcher lets you require local, virtual, or best-fit-either.

What's a fee-only fiduciary, and does it matter?

A fee-only fiduciary is paid solely by you — never commissions — and is legally required to act in your best interest. Most people comparing advisors in Illinois filter for fee-only first; the matcher makes that one tap.

Done browsing? Let the advisors compete.

Two minutes of questions, and every Illinois advisor above — plus the national network — is screened against your goals.

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