Ways to browse advisors serving Chicago, IL

Pick a specialty or descriptor to browse more advisors serving Chicago, IL.

By how they work

Type	Advisors
Large-firm	8,320
Flat-fee	4,648
Seasoned	3,720
Independent	2,645
CFP®-certified	1,682

By who they serve

Type	Advisors
High-net-worth	2,399
Baby Boomer	176
Millennial	9
Gen X	4

Browse by specialty

Find advisors serving Chicago, IL who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	7,449
Executive	5,434
Wealth management	4,648
Tax-loss harvesting	3,247
Retired	3,152
Retirement plans for business owners (SEP, solo 401k)	2,704
Active portfolio management	2,148
Private / alternative investments	1,946
Retirement income strategy	1,417
General estate planning guidance	1,380
General retirement planning	1,360
Options & derivatives strategies	1,359
ESG / Sustainable investing	1,328
Approaching retirement	1,225
Mid-Career Professionals	1,211
HENRY (High Earners, Not Rich Yet)	1,161
College savings (529s, UTMA, etc.)	1,127
Cash flow / budgeting	813
Charitable giving & philanthropy	785
Business exit / sale strategy	728
Income planning	678
Concentrated stock management	550
Equity compensation tax strategy	516
Passive / index investing	516
Social Security optimization	494
Annuities	429
Real estate investing	368
Retirement withdrawal strategies	352
Multi-generational wealth transfer	344
Divorce financial planning	255
Business ownership considerations	225
Attorney	214
Business succession planning	211
Established Professionals	203
Self-Employed	198
General tax planning	182
Financial Professional	170
Intergenerational Families	123
Divorced	107
Doctor or Medical Professional	106
Parents	106
Consultant	103
Planning for children with special needs	103
Women Professionals	101
Technology Professional	100
Long-term care insurance	91
Values-based investing	87
Tax strategies for small businesses	82
Young Professionals	79
Factor investing / smart beta	61
Debt management	58
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	55
Educators, Teachers, and Academics	45
Life insurance needs analysis	42
Family Business	35
Women's Finance	35
Equity Recipients (RS/RSU, SOP, ESPP)	32
Business Financial Management	21
Liquidity event planning	21
Medicare planning	21
Young Families	21
Retired	19
Business sale tax planning	18
Professional Athlete	18
Charitable giving tax strategies	16
Military & Veterans	15
Roth conversion strategy	14
Startup equity planning	12
Elder care planning	8
Religious/faith focused	7
Student loan debt	4
Early retirement planning	3
Entity structure planning (LLC, S-Corp)	3
Gifting strategies	3
Immigrants	3
Stock option exercise strategy	3
Trust structures (GRAT, IDGT, revocable)	3
Women Business Owners	3

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