Directory · IL

Fiduciary advisors in Illinois

Illinois has one of the largest financial advisory markets in the Midwest, centered in Chicago's financial district and North Shore suburbs. The state's flat income tax rate applies to retirement income, but Illinois does not tax Social Security, pension, or 401(k)/IRA distributions — a significant benefit for retirees. Chicago advisors serve a broad client base from commodities traders to corporate executives, while downstate advisors in Springfield and Champaign often specialize in state employee retirement planning and agricultural wealth.

158 listed 82 cities
158 results in Illinois

McDonnell Capital Management

Fiduciary ★5.0(1)

Frankfort, Illinois

CLU

Fee-Only

Insurance Planning Investment Management Wealth Management

McDonnell Capital Management is a fee-only firm in Frankfort, Illinois, specializing in investment management and wealth management alongside insurance planning. The firm provides estate planning, financial planning, insurance analysis, and investment management services. Advisors hold CLU credentials and operate as fiduciaries. The firm serves clients in English.

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Lenity Financial, Inc.

Fiduciary ★5.0(10)

Geneva, Illinois

CFP

Fee-Only

Investment Management

Serving the Geneva community, Lenity Financial, Inc. offers professional investment advisory services tailored to each client's goals. The firm provides expertise in comprehensive financial planning. The firm operates on a Fee-Only basis. The firm holds a 5-star rating based on 10 reviews. The team holds CFP credentials. Contact Lenity Financial, Inc. to schedule a consultation and discuss your financial goals

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Prudential - Carla E Clark, RICP®, MBA Financial Advisor/Financial Planner

Peoria, Illinois

RICP

Insurance-Based

Retirement Planning Investment Management

Prudential - Carla E Clark, RICP®, MBA is an insurance-based financial advisor in Peoria, Illinois offering financial planning, insurance analysis, and investment management. Clark holds the Registered Insurance Consultant Professional (RICP®) credential and an MBA. The practice specializes in retirement planning and investment management.

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Puzzle Wealth Solutions® LLC

★5.0(38)

Schaumburg, Illinois

Independent RIA

Investment Management Small Business Wealth Management

Puzzle Wealth Solutions® LLC is an independent registered investment advisor based in Schaumburg, Illinois, serving clients in investment management, small business planning, and wealth management. The firm operates on a fiduciary standard and manages client assets across a range of strategies. Additional details on service offerings and fee structures are available by contacting the firm directly.

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Finding an advisor in Illinois

This listing shows advisory firms with offices in Illinois. Each entry discloses its credentials, fee structure, and minimum account size. The table above is sortable; the city filter on the left narrows results; every firm links to its FINRA BrokerCheck and SEC IAPD record on the detail page.

If you're considering an advisor not on this list, the same verification applies: check their credentials, confirm fiduciary status in writing, and ask for the fee disclosure before you sign.

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