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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

RIA

Address: 200 W. Madison St. Suite 2500, Chicago, IL 60606

Clients: 124,355

Average Clients per Advisor: 160

AUM: $ 105.2B

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CIBC PRIVATE WEALTH ADVISORS, INC.

CRD#: 109644

RIA

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

RIA

Address: 353 N. Clark St, Chicago, IL 60654

Clients: 13,460

Average Clients per Advisor: 130

AUM: $ 45.7B

WILLIAM BLAIR

CRD#: 1252

BD
RIA

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

RIA

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

RIA

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


Name or CRD#
Location:
Firm name (optional)
Denise Mary Pacione

Denise Mary Pacione

IAR
RR
CRD#: 2339163
Location:
Lisle, IL 60532

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
33 years registered
Paul David Ambrosini

Paul David Ambrosini

Paul David Ambrosini, Paul Ambrosini
IAR
RR
CRD#: 2299241
Location:
Schaumburg, IL 60173-4767

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years registered
Robert David Barry

Robert David Barry

Rob Barry, Robert Barry
IAR
RR
CRD#: 2363769
Location:
Roselle, IL 60172

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
33 years registered
Brian Michael Williams

Brian Michael Williams

IAR
RR
CRD#: 4586343
CFP®: Certified Financial Planner
Location:
Mokena, IL 60448-8752

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
24 years registered
Patricia M Austgen

Patricia M Austgen

Patrica M Austgen, Patricia Maryelizabeth Kasperan, Patricia Kasperan
IAR
RR
CRD#: 2278466
Location:
Schererville, IN 46375

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years registered
John F. Cahill

John F. Cahill

John F Cahill, John Francis Cahill
IAR
RR
CRD#: 2365015
Location:
West Chicago, IL 60185

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
33 years registered
Albert Lazaro

Albert Lazaro

Al Lazaro, Albert K Lazaro, Albert Kenneth Lazaro
IAR
RR
CRD#: 2347803
Location:
Frankfort, IL 60423

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
33 years registered
Michael Rod Robbins

Michael Rod Robbins

Michael Rod Robbins, Michael Robbins, Michael R. Robbins
IAR
RR
CRD#: 2294398
Location:
New Lenox, IL 60451

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
34 years registered
Mark R Price

Mark R Price

Mark Raymond Price
IAR
RR
CRD#: 2395583
Location:
Hobart, IN 46342

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
33 years registered
Janette Carrie Acton

Janette Carrie Acton

Janette C Acton, Janette Moderow
IAR
RR
CRD#: 2649533
CIMA®: Certified Investment Management Analyst
Location:
Oak Brook, IL 60523

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
30 years registered
Mark G. Putbrese

Mark G. Putbrese

Mark Gerard Prtbrese, Mark Gerard Putbrese
IAR
RR
CRD#: 2696057
CFP®: Certified Financial Planner
Location:
Naperville, IL 60563

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
30 years registered
Douglas Stewart Brown

Douglas Stewart Brown

IAR
CRD#: 2817678
CFP®: Certified Financial Planner
Location:
Chicago, IL 60606

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
30 years registered
Todd Daniel Hamilton

Todd Daniel Hamilton

IAR
RR
CRD#: 2502449
Location:
Chicago, IL 60661

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
32 years registered
Judith Lynn Johnson

Judith Lynn Johnson

IAR
RR
CRD#: 1204928
Location:
Chicago, IL 60603

Registered Affiliation(s):J.P. MORGAN SECURITIES LLC

Disclosures:
Experience:
29 years registered
Sean S Cooper

Sean S Cooper

Sean Cooper
IAR
RR
CRD#: 4817189
CFP®: Certified Financial Planner
Location:
Chicago, IL 60631

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
22 years registered
James Albert Kingsley

James Albert Kingsley

James Kingsley
IAR
RR
CRD#: 4746599
CFP®: Certified Financial Planner
Location:
Oak Park, IL 60302

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
22 years registered
Ramon A Lopez Jr

Ramon A Lopez Jr

R.j. Lopez, Ramon Asprer Lopez Jr., Ramon Asprer Lopez
IAR
RR
CRD#: 4704041
CFP®: Certified Financial Planner
Location:
Park Ridge, IL 60068

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
22 years registered
Jason Christopher Suciu

Jason Christopher Suciu

Jason Christopher Sucin
IAR
RR
CRD#: 2823408
Location:
Northbrook, IL 60062

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
29 years registered
Joseph Roy Hargrove

Joseph Roy Hargrove

Joseph Roy Hararove, Joseph R Hargrove
IAR
RR
CRD#: 4764419
Location:
Chicago, IL 60606

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
22 years registered
Cheryl Lynn Dial

Cheryl Lynn Dial

Cheri Dial
IAR
RR
CRD#: 2441432
Location:
Itasca, IL 60143

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
32 years registered
Hussam Jaser Zayyad

Hussam Jaser Zayyad

Hussam J Zayyad, Hussam Zayyad
IAR
RR
CRD#: 4756227
CFP®: Certified Financial Planner
Location:
Lisle, IL 60532

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
22 years registered
Gabriel Andorf Chavez

Gabriel Andorf Chavez

Gabriel Andorf
IAR
RR
CRD#: 4798514
CFP®: Certified Financial Planner
Location:
Rockford, IL 61107-5809

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
22 years registered
Brett Harris Salzer

Brett Harris Salzer

Brett H Salzer
IAR
RR
CRD#: 5235881
CFP®: Certified Financial Planner
Location:
Deerfield, IL 60015

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
20 years registered
Matthew Edward Vahl

Matthew Edward Vahl

Matt Vahl, Matthew E Vahl
IAR
RR
CRD#: 2447738
Location:
Schaumburg, IL 60173

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered

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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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