Choosing the right financial advisor is one of the most important steps toward long-term financial confidence. Best Financial Advisors simplifies this process by connecting Chicago residents and businesses with trusted financial professionals who understand their goals. We’ll help you find the advisor that fits your needs.
Our simple quiz will provide you with a personalized list of financial advisors based on your investing goals, preferences, and location.
| Advisor | Years of Experience | Services Offered | Rating |
Chicago Partners Wealth Advisors
| 17+ years (founded in 2008) | Investment management, tax planning, advanced financial planning | ★★★★☆ |
Arbor Financial Advisors, LLC
| 11+ years (founder experience) | Financial planning, investment planning, tax management | ★★★★★ |
STRIDE Financial
| Not publicly disclosed | Retirement planning, wealth management, tax planning | ★★★★★ |
CTS Financial Group
| 52+ years (founded in 1972) | Wealth management, financial planning, tax & insurance planning | ★★★★☆ |
Bartlett Wealth Management
| 125+ years (founded in 1898) | Investment management, financial planning, wealth strategy | ★★★★★ |
Lestna Retirement
| Not publicly disclosed | Retirement solutions, tax planning, wealth protection | ★★★★★ |
Chicago Capital
| Not publicly disclosed | Investment management, tax planning, retirement solutions | ★★★★★ |
Mindful Money Financial Counsel, LLC
| 15+ years (founded in 2010) | Financial planning, investment advice, tax and investment analysis | ★★★★★ |
Smart Wealth Strategies, Inc.
| Not publicly disclosed | Financial planning, retirement planning, insurance planning | ★★★★★ |
Northwestern Mutual – Chicago
| 136+ years (founded in 1889) | Wealth management, retirement planning, insurance solutions | ★★★★★ |
Chicago’s diverse economy creates unique financial opportunities and challenges. Local advisors understand Illinois tax laws, regional investment trends, and the financial priorities of Chicago families and businesses.
Working with a Chicago-based advisor means receiving personalized guidance from someone who understands your market, your lifestyle, and your long-term goals. Best Financial Advisors helps you connect with these professionals quickly and confidently.
A financial advisor helps you organize your finances, create long-term plans, optimize investments, manage taxes, and prepare for life events like retirement or estate transitions. Best Financial Advisors connects you with professionals who offer these services based on your needs.
Fees vary by advisor and may include flat fees, hourly rates, or a percentage of assets managed. During your consultation, advisors will explain their pricing structure so you can choose what aligns with your budget and goals.
A fiduciary is legally required to act in your best interest at all times. Not all financial advisors are fiduciaries, so it’s important to ask this during your consultation. Best Financial Advisors can connect you with fiduciary advisors if that is your preference.
Consider factors like experience, specialization, communication style, and whether you prefer a fiduciary. Our referral service matches you with advisors based on your goals to help you make a confident, informed choice.
You deserve clarity, confidence, and guidance from someone who understands your financial goals. Best Financial Advisors makes it simple to compare trusted professionals and choose the advisor who’s right for you.
Our referral service is built to remove the stress and uncertainty from the search process. Instead of sorting through endless options, you gain access to vetted financial professionals who offer tailored support across wealth management, retirement planning, tax strategies, and more
