Top Financial Advisors in Chicago, Illinois
Finding the right financial advisor in Chicago is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Chicago, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Chicago, IL.
Find the Best Financial Advisor Firms in Chicago:
HIGHTOWER ADVISORS, LLC
CRD#: 145323
Address: 200 W. Madison St. Suite 2500, Chicago, IL 60606
Clients: 124,355
Average Clients per Advisor: 160
AUM: $ 105.2B
CIBC PRIVATE WEALTH ADVISORS, INC.
CRD#: 109644
Address: 181 West Madison Street 36th Floor, Chicago, IL 60602
Clients: 31,765
Average Clients per Advisor: 154
AUM: $ 51.1B
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
CRD#: 111135
Address: 353 N. Clark St, Chicago, IL 60654
Clients: 13,460
Average Clients per Advisor: 130
AUM: $ 45.7B
WILLIAM BLAIR
CRD#: 1252
Address: The William Blair Building 150 North Riverside, Chicago, IL 60606
Clients: 17,948
In Business for: 30 Years
Average Clients per Advisor: 65
AUM: $ 41.7B
Disclosures: 31
FIDUCIENT ADVISORS LLC
CRD#: 106720
Address: 500 W Madison Street Suite 1700, Chicago, IL 60661-4593
Clients: 221
Average Clients per Advisor: 2
AUM: $ 40.0B
CRESSET ASSET MANAGEMENT, LLC
CRD#: 288566
Address: 444 W. Lake Street Suite 4700, Chicago, IL 60606
Clients: 881
Average Clients per Advisor: 5
AUM: $ 24.6B
How We Chose the Top Financial Advisors in Chicago, Illinois
To create this list of top financial advisor firms in Chicago, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Chicago has to offer.
Search Financial Advisors in Chicago, Illinois
Andrew Mark Plocker
Registered Affiliation(s):MORGAN STANLEY
Kevin Scott Fine
Registered Affiliation(s):MORGAN STANLEY
Mark Steven Silbert
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lauren Ashleigh Rosberg
Registered Affiliation(s):NADLER FINANCIAL GROUP, INC.
Scott M Hoeppel
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mark Timothy Berg
Registered Affiliation(s):TIMOTHY FINANCIAL COUNSEL, INC.
Richard J. Roeser
Registered Affiliation(s):EDWARD JONES
Robert J Meyers
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kelly Ann Bays
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mark W Thorndyke
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Charles J Stuck
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Matson F. Forrest Schwalm
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Gregory Allan Katzman
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ronald Samuel Ventura
Registered Affiliation(s):MORGAN STANLEY
James Thomas Mclaughlin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Ethan Daniel Hafner
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Nancy Lynn Ladd
Registered Affiliation(s):THE MATHER GROUP, LLC
Jeffrey S. Whiteman
Registered Affiliation(s):EDWARD JONES
Perry B. Wein
Registered Affiliation(s):EDWARD JONES
Brian M Cahill
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Paras Gautam
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Daniel K. Chervenak
Registered Affiliation(s):EDWARD JONES
Violette Marie Hawkins
Registered Affiliation(s):EDWARD JONES
Jason Scott Fair
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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