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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: 33,630

Average Clients per Advisor: 35

AUM: $ 198.6B

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CIBC PRIVATE WEALTH ADVISORS, INC.

CRD#: 109644

RIA

Address: 181 West Madison Street 36th Floor, Chicago, IL 60602

Clients: 6,063

Average Clients per Advisor: 27

AUM: $ 67.8B

FIDUCIENT ADVISORS LLC

CRD#: 106720

RIA

Address: 500 W Madison Street Suite 3260, Chicago, IL 60661-4593

Clients: 171

Average Clients per Advisor: 2

AUM: $ 67.6B

WILLIAM BLAIR

CRD#: 1252

BD
RIA

Address: The William Blair Building 150 North Riverside, Chicago, IL 60606

Clients: 26,242

In Business for: 30 Years

Average Clients per Advisor: 113

AUM: $ 64.3B

Disclosures: 32

CRESSET ASSET MANAGEMENT, LLC

CRD#: 288566

RIA

Address: 444 W. Lake Street Suite 4700, Chicago, IL 60606

Clients: 974

Average Clients per Advisor: 5

AUM: $ 62.0B

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

CRD#: 111135

RIA

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

Clients: 12,646

Average Clients per Advisor: 127

AUM: $ 45.2B

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)
Robert Smith
AdvisorCheck Check Mark

Robert Edward Smith

Bob Smith, Rob Smith
IAR
RR
CRD#: 1609936
CFP®: Certified Financial Planner
Location:
Chicago, IL 60631

Registered Affiliation(s):OSAIC FA, INC.

Disclosures:
Experience:
39 years registered
MJ
AdvisorCheck Check Mark

Michael Bernhardt Jenny

RR
CRD#: 5427832
Location:
Chicago, IL 60606

Registered Affiliation(s):STOUT CAPITAL, LLC

Disclosures:
Experience:
19 years registered
VD
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Vincent Anthony Decrow

Vince Decrow
IAR
CRD#: 7178732
CFP®: Certified Financial Planner
Location:
Chicago, IL 60602

Registered Affiliation(s):RISE INVESTMENT MANAGEMENT, LLC

Disclosures:
Experience:
7 years registered
DA
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Dana Rose Arvanites

IAR
CRD#: 7242118
CFP®: Certified Financial Planner
Location:
Hoffman Estates, IL 60169

Registered Affiliation(s):THE DALA GROUP, LLC

Disclosures:
Experience:
6 years registered
Charlotte Mullen

Charlotte Ann Mullen

IAR
RR
CRD#: 1659658
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Itasca, IL 60143

Registered Affiliation(s):LESLIE GLOBAL WEALTH, LLC

Disclosures:
Experience:
39 years registered
Gary Mandell

Gary Lee Mandell

IAR
RR
CRD#: 1067317
CFP®: Certified Financial Planner
Location:
Chicago, IL 60618

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
44 years registered

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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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