Best Value · Chicago
Affordable Financial Advisors in Chicago, IL
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Chicago, IL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Anderson Financial Group with a 5.0-star rating from 886 Google reviews and an RNM Score of 88/100. Also in the top tier: Goldstone Financial Group and STRIDE Financial. The average rating across all listed financial advisors in Chicago is 4.9 stars from 75 reviews per business on average.
Financial advisors in Chicago typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Goldstone Financial Group
Goldstone Financial Group stands out as a top-ranked advisor due to its comprehensive, client-focused approach and strong reputation in the Chicago area.
Most Reviewed
Hightower Advisors
A high review count indicates broad client experience and trust, helping consumers gauge reliability and service consistency.
When choosing a financial advisor in Chicago, verify credentials like CFP® certification and check for fiduciary duty. Also, consider meeting with multiple firms to compare their fee structures and investment philosophies.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
75
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
A trusted Chicago financial advisor with a flawless 5.0-star rating from nearly 900 reviews.
2421 N Ashland Ave, Chicago, IL 60614, USARated 4.9 stars from 142 Google reviews, consistently earning client trust.
18W140 Butterfield Rd 16th Floor, Oakbrook Terrace, IL 60181, USATrusted by hundreds, this Chicago financial advisor holds an exceptional 4.9-star rating.
1925 N Clybourn Ave Suite 301, Chicago, IL 60614, USAFinancial Advisors Rankings in Chicago, IL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Anderson Financial Group2421 N Ashland Ave, Chicago, IL 60614, USA | 5.0★ | 886 |
| #2 | Goldstone Financial Group18W140 Butterfield Rd 16th Floor, Oakbrook Terrace, IL 60181, USA | 4.9★ | 142 |
| #3 | STRIDE Financial1925 N Clybourn Ave Suite 301, Chicago, IL 60614, USA | 4.9★ | 103 |
| #4 | Serenity Wealth Management333 S Wabash Ave UNIT 2700, Chicago, IL 60604, USA | 5.0★ | 44 |
| #5 | Envision Wealth Planning100 S State St Office 455, Chicago, IL 60603, USA | 4.4★ | 7 |
| #6 | Edward Jones - Financial Advisor: James M Daniels, AAMS®|CRPC™4043 N Damen Ave, Chicago, IL 60618, USA | 5.0★ | 3 |
| #7 | DeRose Financial Planning Group8755 W Higgins Rd STE 200, Chicago, IL 60631, USA | 5.0★ | 69 |
| #8 | Stenger Family Office | Chicago Financial Advisor150 N Riverside Plaza #1950, Chicago, IL 60606, USA | 5.0★ | 43 |
| #9 | McAdam Financial111 W Jackson Blvd Suite 1700, Chicago, IL 60604, USA | 4.9★ | 76 |
| #10 | Arbor Financial Advisors, LLC566 W Adams St #500, Chicago, IL 60661, USA | 5.0★ | 14 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Chicago
Consistently earns a perfect 5.0-star rating from dozens of Google reviews in Chicago.
333 S Wabash Ave UNIT 2700, Chicago, IL 60604, USA
Trusted Chicago financial advisor with a solid 4.4-star rating from 7 reviews.
100 S State St Office 455, Chicago, IL 60603, USA
Trusted Chicago financial advisor with a perfect 5.0-star rating from several clients.
4043 N Damen Ave, Chicago, IL 60618, USA
Trusted by dozens of clients with a perfect 5.0-star rating on Google.
8755 W Higgins Rd STE 200, Chicago, IL 60631, USA
5.0★ from 43 Google reviews, reflecting exceptional client satisfaction in Chicago.
150 N Riverside Plaza #1950, Chicago, IL 60606, USA
Trusted Chicago financial advisor with a 4.9★ rating from 76 Google reviews.
111 W Jackson Blvd Suite 1700, Chicago, IL 60604, USA
Top-rated Chicago financial advisor with 5.0 stars from 14 reviews.
566 W Adams St #500, Chicago, IL 60661, USA
Trusted Chicago financial advisor with a solid 4.4★ rating from 14 reviews.
1 N Wacker Dr Suite 4075, Chicago, IL 60606, USA
Top-rated Chicago financial advisor with a 4.8-star average from 25 reviews.
737 N Michigan Ave #2120, Chicago, IL 60611, USA
Highly rated Chicago financial advisor with a perfect 5.0 stars from 17 reviews.
180 N Stetson Ave Suite 3500, Chicago, IL 60601, USA
Trusted Chicago financial advisor with a 4.2-star rating from 11 Google reviews.
200 W Madison St STE 2500, Chicago, IL 60606, USA
Exceptional 5.0-star rating based on 6 client reviews in Chicago.
444 N Michigan Ave # 500, Chicago, IL 60611, USA
Trusted Chicago financial advisor with a perfect 5.0-star rating from 5 reviews.
5100 N Ravenswood Ave #101, Chicago, IL 60640, USA
Trusted by clients for exceptional 5.0-star service across recent reviews.
320 W Ohio St #3W, Chicago, IL 60654, USA
Rated 5.0 stars on Google based on three customer reviews.
200 W Madison St #980, Chicago, IL 60606, USA
Trusted Chicago financial advisor with a perfect 5.0-star rating from clients.
150 S Wacker Dr # 3050, Chicago, IL 60606, USA
Achieves a perfect 5.0-star rating from 23 client reviews in Chicago.
125 S Wacker Dr Ste 300, Chicago, IL 60606, USA
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Financial Advisors in Chicago, IL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Anderson Financial Group | 88/100 | 5.0 ★ | 886 |
| 2 | Goldstone Financial Group | 84/100 | 4.9 ★ | 142 |
| 3 | STRIDE Financial | 82/100 | 4.9 ★ | 103 |
| 4 | Serenity Wealth Management | 79/100 | 5.0 ★ | 44 |
| 5 | Envision Wealth Planning | 59/100 | 4.4 ★ | 7 |
| 6 | Edward Jones - Financial Advisor: James M Daniels, AAMS®|CRPC™ | 66/100 | 5.0 ★ | 3 |
| 7 | DeRose Financial Planning Group | 81/100 | 5.0 ★ | 69 |
| 8 | Stenger Family Office | Chicago Financial Advisor | 79/100 | 5.0 ★ | 43 |
| 9 | McAdam Financial | 80/100 | 4.9 ★ | 76 |
| 10 | Arbor Financial Advisors, LLC | 73/100 | 5.0 ★ | 14 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Chicago
What is a fiduciary financial advisor and why does it matter in Chicago?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Chicago, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Chicago?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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