Ways to browse Independent advisors serving Chicago, IL

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

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	1,478
Options & derivatives strategies	969
Executive	895
Wealth management	861
Private / alternative investments	760
Retirement plans for business owners (SEP, solo 401k)	697
Active portfolio management	687
Tax-loss harvesting	630
Retired	476
Concentrated stock management	392
ESG / Sustainable investing	360
Retirement income strategy	305
General retirement planning	299
Passive / index investing	252
College savings (529s, UTMA, etc.)	243
Business exit / sale strategy	214
Cash flow / budgeting	209
Real estate investing	165
General tax planning	160
Mid-Career Professionals	135
Charitable giving & philanthropy	134
Income planning	131
Equity compensation tax strategy	120
Annuities	119
General estate planning guidance	97
Business succession planning	85
Approaching retirement	79
Doctor or Medical Professional	79
Young Professionals	76
Tax strategies for small businesses	65
Retirement withdrawal strategies	51
HENRY (High Earners, Not Rich Yet)	50
Business ownership considerations	49
Social Security optimization	48
Factor investing / smart beta	44
Debt management	37
Life insurance needs analysis	34
Long-term care insurance	31
Values-based investing	23
Established Professionals	18
Medicare planning	18
Family Business	17
Equity Recipients (RS/RSU, SOP, ESPP)	14
Business sale tax planning	13
Charitable giving tax strategies	13
Divorce financial planning	13
Roth conversion strategy	11
Business Financial Management	10
Self-Employed	10
Retired	9
Professional Athlete	7
Women Professionals	7
Financial Professional	5
Multi-generational wealth transfer	5
Parents	5
Attorney	4
Student loan debt	4
Young Families	4

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