Browse all advisors in Illinois

Every advisor below is licensed to work with clients in Illinois. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

How they work

Type	Advisors
Large-firm	15,394
Flat-fee	10,182
Seasoned	7,782
Independent	5,794
CFP®-certified	3,579

Who they serve

Type	Advisors
High-net-worth	3,867
Baby Boomer	263
Millennial	17
Gen X	10

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	14,118
Executive	9,263
Wealth management	8,433
Tax-loss harvesting	6,997
Retired	6,893
Retirement plans for business owners (SEP, solo 401k)	4,985
Active portfolio management	3,500
Retirement income strategy	3,461
General retirement planning	2,955
Private / alternative investments	2,827
College savings (529s, UTMA, etc.)	2,638
Options & derivatives strategies	2,497
General estate planning guidance	2,369
ESG / Sustainable investing	2,254
Approaching retirement	2,083
HENRY (High Earners, Not Rich Yet)	1,808
Mid-Career Professionals	1,804
Business exit / sale strategy	1,767
Cash flow / budgeting	1,604
Income planning	1,511
Charitable giving & philanthropy	1,509
Passive / index investing	1,321
Annuities	1,267
Social Security optimization	1,139
Multi-generational wealth transfer	1,070
Concentrated stock management	1,029
Self-Employed	841
Equity compensation tax strategy	790
Retirement withdrawal strategies	751
Real estate investing	650
Business ownership considerations	599
Divorce financial planning	561
Business succession planning	540
General tax planning	417
Attorney	294
Women Professionals	291
Planning for children with special needs	285
Divorced	283
Established Professionals	283
Financial Professional	244
Multi-state taxation	242
Long-term care insurance	202
Married/Couples/Partners	194
Values-based investing	160
Intergenerational Families	159
Tax strategies for small businesses	157
Parents	152
Debt management	149
Doctor or Medical Professional	147
Young Professionals	121
Dentist	118
Technology Professional	116
Consultant	113
Factor investing / smart beta	111
Life insurance needs analysis	105
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	101
Family Business	87
Educators, Teachers, and Academics	82
Women's Finance	64
Business sale tax planning	59
Military & Veterans	57
Liquidity event planning	53
Equity Recipients (RS/RSU, SOP, ESPP)	47
Retired	45
Business Financial Management	36
Professional Athlete	35
Religious/faith focused	34
Young Families	33
Roth conversion strategy	32
Trust structures (GRAT, IDGT, revocable)	32
Medicare planning	31
Charitable giving tax strategies	29
Disability insurance	26
Early retirement planning	17
Elder care planning	17
Startup equity planning	17
Stock option exercise strategy	17
Christian Faith Based	12
Exec comp design	12
Women Business Owners	10
University Employee	9
Newlywed/Engaged	8
Public Service Employee	7
Student loan debt	5
Dual Income Family	4
Real Estate Professional	4
Sandwich Generation	4
Cross-border / expatriate tax planning	3
Entity structure planning (LLC, S-Corp)	3
Gifting strategies	3
Immigrants	3
Sales Professional	3

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