10+ Years · Palatine
Experienced Financial Advisors in Palatine, IL
Experience matters. These financial advisors in Palatine have years of proven work behind them — and the reviews to back it up.
As of July 2026, RatingsNearMe ranks 12 financial advisors in Palatine, IL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Financial Design Studio, Inc. with a 5.0-star rating from 60 Google reviews and an RNM Score of 92/100. Also in the top tier: Edward Jones - Financial Advisor: Rich Scheflow, CFP®|ABFP® and Purposeful Wealth. The average rating across all listed financial advisors in Palatine is 5 stars from 11 reviews per business on average.
Financial advisors in Palatine 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
Edward Jones - Financial Advisor: Derek J Wichman, CFP®|AAMS®
Derek J. Wichman stands out as a top-ranked advisor due to his dual CFP® and AAMS® certifications and strong local reputation in Palatine.
Most Reviewed
Edward Jones - Financial Advisor: Derek J Wichman, CFP®|AAMS®
A high number of reviews indicates broad client experience and trust, helping consumers gauge service consistency.
When choosing a financial advisor in Palatine, consider meeting with multiple advisors to compare their expertise and communication style, and always verify their credentials and fiduciary status.
Local Market Snapshot
12
Businesses listed
5★
Avg rating
11
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Praised by clients with a perfect 5.0 rating from 60 reviews.
21660 W Field Pkwy Ste 118, Deer Park, IL 60010, USARated 5.0 stars from 9 reviews, this trusted local financial advisor serves Palatine.
110 N Brockway St Suite 340A, Palatine, IL 60067, USA5.0★ from 13 Google reviews, reflecting exceptional client satisfaction in Palatine.
24 S Bothwell St, Palatine, IL 60067, USAFinancial Advisors Rankings in Palatine, IL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Financial Design Studio, Inc.21660 W Field Pkwy Ste 118, Deer Park, IL 60010, USA | 5.0★ | 60 |
| #2 | Edward Jones - Financial Advisor: Rich Scheflow, CFP®|ABFP®110 N Brockway St Suite 340A, Palatine, IL 60067, USA | 5.0★ | 9 |
| #3 | Purposeful Wealth24 S Bothwell St, Palatine, IL 60067, USA | 5.0★ | 13 |
| #4 | Edward Jones - Financial Advisor: Todd Christman, AAMS®|CRPC™228 E Northwest Hwy, Palatine, IL 60067, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Derek J Wichman, CFP®|AAMS®1530 E Dundee Rd Suite 140, Palatine, IL 60074, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Christine A Burbidge4811 W Emerson Ave Ste 109, Palatine, IL 60067, USA | 5.0★ | 6 |
| #7 | Locke Investment Management630 N North Ct Suite 108, Palatine, IL 60067, USA | 5.0★ | 6 |
| #8 | Carson Wealth220 N Smith St Suite 220, Palatine, IL 60067, USA | 5.0★ | 4 |
| #9 | Vantage Financial220 N Smith St #305, Palatine, IL 60067, USA | 5.0★ | 1 |
| #10 | Valley Financial Planners600 N 1st Bank Dr, Palatine, IL 60067, USA | 5.0★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Palatine
Highly rated Palatine financial advisor with a perfect 5.0-star score from early reviews.
228 E Northwest Hwy, Palatine, IL 60067, USA
Trusted by clients with a perfect 5.0 rating from 2 reviews in Palatine.
1530 E Dundee Rd Suite 140, Palatine, IL 60074, USA
A Palatine financial advisor with a perfect 5.0-star rating from 6 Google reviews.
4811 W Emerson Ave Ste 109, Palatine, IL 60067, USA
Trusted by local clients with a perfect 5.0 rating from 6 reviews.
630 N North Ct Suite 108, Palatine, IL 60067, USA
Exceptional 5.0-star rating from a handful of Google reviews.
220 N Smith St Suite 220, Palatine, IL 60067, USA
Palatine financial advisor with a perfect 5.0-star rating from recent Google reviews.
220 N Smith St #305, Palatine, IL 60067, USA
Exceptional 5.0-star rating from 5 Google reviews for a Palatine financial advisor.
600 N 1st Bank Dr, Palatine, IL 60067, USA
No reviews yet; check back for client feedback on this Palatine financial advisor.
110 N Brockway St Suite 330, Palatine, IL 60067, USA
This financial advisor in Palatine has no customer reviews yet to reference.
116 E Slade St, Palatine, IL 60067, USA
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Financial Advisors in Palatine, IL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Financial Design Studio, Inc. | 92/100 | 5.0 ★ | 60 |
| 2 | Edward Jones - Financial Advisor: Rich Scheflow, CFP®|ABFP® | 74/100 | 5.0 ★ | 9 |
| 3 | Purposeful Wealth | 73/100 | 5.0 ★ | 13 |
| 4 | Edward Jones - Financial Advisor: Todd Christman, AAMS®|CRPC™ | 65/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Derek J Wichman, CFP®|AAMS® | 68/100 | 5.0 ★ | 2 |
| 6 | Edward Jones - Financial Advisor: Christine A Burbidge | 72/100 | 5.0 ★ | 6 |
| 7 | Locke Investment Management | 69/100 | 5.0 ★ | 6 |
| 8 | Carson Wealth | 67/100 | 5.0 ★ | 4 |
| 9 | Vantage Financial | 62/100 | 5.0 ★ | 1 |
| 10 | Valley Financial Planners | 68/100 | 5.0 ★ | 5 |
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 Palatine
What is a fiduciary financial advisor and why does it matter in Palatine?
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 Palatine, 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 Palatine?
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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