Ways to browse advisors serving Elgin, IL

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

By how they work

Type	Advisors
Large-firm	3,840
Flat-fee	2,695
Seasoned	1,975
Independent	1,514
CFP®-certified	1,011

By who they serve

Type	Advisors
High-net-worth	808
Gen X	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,625
Executive	2,384
Wealth management	2,114
Retired	1,981
Tax-loss harvesting	1,786
Retirement plans for business owners (SEP, solo 401k)	1,555
Active portfolio management	934
Retirement income strategy	876
Options & derivatives strategies	815
College savings (529s, UTMA, etc.)	710
General retirement planning	710
Approaching retirement	696
Private / alternative investments	670
ESG / Sustainable investing	594
HENRY (High Earners, Not Rich Yet)	557
General estate planning guidance	536
Mid-Career Professionals	475
Charitable giving & philanthropy	442
Income planning	434
Cash flow / budgeting	371
Social Security optimization	361
Annuities	336
Business exit / sale strategy	310
Passive / index investing	306
Multi-generational wealth transfer	260
Concentrated stock management	241
Retirement withdrawal strategies	231
Business ownership considerations	179
Divorce financial planning	158
Self-Employed	147
Real estate investing	144
General tax planning	138
Equity compensation tax strategy	133
Business succession planning	132
Values-based investing	98
Attorney	83
Financial Professional	80
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	74
Planning for children with special needs	73
Tax strategies for small businesses	59
Parents	55
Long-term care insurance	48
Married/Couples/Partners	48
Divorced	45
Women Professionals	44
Established Professionals	43
Life insurance needs analysis	33
Factor investing / smart beta	31
Educators, Teachers, and Academics	29
Family Business	29
Debt management	24
Equity Recipients (RS/RSU, SOP, ESPP)	19
Doctor or Medical Professional	17
Medicare planning	15
Women's Finance	15
Business Financial Management	14
Intergenerational Families	14
Liquidity event planning	12
Young Families	12
Business sale tax planning	7
Startup equity planning	6
Religious/faith focused	5
Elder care planning	4
Stock option exercise strategy	3

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