Top financial 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.
Choosing the right financial advisor in Illinois means focusing on whether they handle the specific financial tasks you need, not just picking from a large list. A common mistake is hiring an advisor based on reputation alone and later finding out they don't address your unique financial goals.
- Match on the actual work. Ask what a typical day looks like for the advisor and whether they handle situations like yours, such as retirement planning or investment management.
- Fee model fit. Understand how the advisor charges—whether it's a flat fee, a percentage of assets managed, or hourly—to see what aligns best with your preferences.
- Tax planning focus. Illinois doesn't tax retirement income, but property taxes can be high. Confirm the advisor considers these factors in your financial plan.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave; if part of a team, find out who else would manage your account if needed.
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
Chicago, IL
Merrill
Kevin Hanrahan's 31 years of experience and expertise in tax-loss harvesting and active portfolio management make him well-suited for financial advising in Illinois, especially for mid-career professionals and high earners not yet rich. Operating within Merrill, a large firm offering managed account programs and discretionary portfolio management, he provides a comprehensive approach with a 1.10% AUM fee for managed strategies under $2 million, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 31 years
Avg account: $860,085
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Jessica S
Series 65
Aurora, IL
Rezny Wealth Management, Inc.
Jessica Stanley is well-suited for clients seeking financial advisors in Illinois, especially those interested in annuities and high-net-worth services. With 13 years of experience and a Series 65 designation, she operates independently at Rezny Wealth Management, which manages $506 million in assets using a Global Tactical Opportunity Portfolios approach. Her 1.50% AUM fee and focus on discretionary portfolio management distinguish her from other advisors in the region.
Experience: 14 years
Avg account: $2,094,545
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Michael H
Series 63, Series 65
Downers Grove, IL
LPL Financial
Michael Hankes offers expertise in wealth management and retirement plans for business owners, making him well-suited for clients seeking comprehensive financial guidance in Illinois. With over 40 years of experience at LPL Financial, a large firm known for diverse investment solutions, he provides flat-fee and hourly financial planning options, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 40 years
Avg account: $399,489
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Kristine I
Series 63, Series 65
Chicago, IL
Morgan Stanley
Kristine Iverson is well-equipped to assist with financial planning in Illinois, offering general estate planning guidance backed by 31 years of experience and Series 63 and 65 licenses. Affiliated with Morgan Stanley, a large firm managing $2.74 trillion in assets, she provides structured investment approaches and firm-approved tools, distinguishing her from advisors at smaller firms or with less extensive resources.
Experience: 31 years
Avg account: $670,481
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Roland S
Series 63, Series 65
Olympia Fields, IL
Valic Financial Advisors
Roland Szilard is equipped to assist with financial advising in Illinois, specializing in ESG investing, tax-loss harvesting, and retirement income strategies, which are crucial for managing Illinois-specific tax considerations. His affiliation with Valic Financial Advisors, a large firm with over 1,200 advisors, offers clients access to discretionary managed accounts and a variety of fee structures including flat fees and hourly consulting, distinguishing him from advisors at smaller firms.
Experience: 29 years
Avg account: $99,681
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