Top advisors in Illinois
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Illinois when facing complex decisions like managing multiple investment accounts or planning for retirement in a state with unique tax rules. Without focused knowledge, advisors can overlook how Illinois-specific tax laws impact your overall financial plan.
- State tax nuances. Confirm how they incorporate Illinois income and property tax considerations into your investment and retirement strategies.
- Retirement income planning. Ask how they help balance Social Security, pensions, and withdrawals to optimize your after-tax income.
- Investment account coordination. Look for advisors who align your taxable, tax-deferred, and tax-free accounts to minimize taxes and maximize growth.
- Experience with local regulations. Ensure they understand Illinois-specific rules affecting estate planning and charitable giving.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kevin H
Series 63, Series 65
Schaumburg, IL
Merrill
Kevin Hanrahan's 31 years of experience and expertise in tax-loss harvesting and active portfolio management equip him to address Illinois-specific tax considerations and retirement income planning effectively. Operating within Merrill, a large firm known for managed account programs and discretionary portfolio management, he serves mid-career professionals and high earners, offering a 1.10% AUM fee for managed strategies under $2 million, which may suit clients seeking comprehensive investment coordination.
Experience: 31 years
Avg account: $860,085
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Kristin M
Series 66
Mt Pleasant, SC
Primerica Advisors
Kristin Manna offers financial planning with a focus on business exit strategies and tax-loss harvesting, which can be valuable for Illinois clients managing complex investment accounts and tax considerations. With a flat-fee structure and experience at a large firm, she brings a unique background including education and tutoring, differentiating her from others by combining financial expertise with strong analytical skills and a client-focused approach.
Experience: 1 year
Avg account: $230,599
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Charles B
Series 63, Series 65
Los Angeles, CA
LPL Financial
Charles Bachtell's extensive 35 years of experience and expertise in wealth management and retirement plans for business owners equip him to address complex financial needs, including those relevant to Illinois residents. Operating within LPL Financial, a large firm offering both advisory and brokerage services, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent fee structures and seasoned guidance.
Experience: 35 years
Avg account: $399,489
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Jessica S
Series 65
Aurora, IL
Rezny Wealth Management, Inc.
Jessica Stanley's 13 years of experience and Series 65 designation equip her to navigate Illinois-specific tax and retirement planning complexities, especially for high-net-worth individuals. At Rezny Wealth Management, she offers discretionary portfolio management with a 1.50% AUM fee, leveraging a Global Tactical Opportunity Portfolios approach that blends quantitative and fundamental analysis, distinguishing her from advisors with more traditional investment strategies.
Experience: 13 years
Avg account: $1,840,000
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Anthony L
Series 63, Series 65
St. Louis, MO
Fidelity
Anthony Lyons brings 26 years of industry experience and expertise in charitable giving and active portfolio management, which can support complex financial needs including tax-efficient investment strategies. Based in St. Louis and affiliated with Fidelity, a large firm, he offers seasoned guidance and a collaborative approach, distinguishing him from others by combining broad financial consulting experience with a focus on client-centered planning.
Experience: 26 years
Avg account: $234,793
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