Browse all CFP®-certified advisors in Illinois

Every advisor below is licensed to work with clients in Illinois. Narrow by specialty to find someone who focuses on your situation.

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	2,553
Executive	1,589
Wealth management	1,488
Retired	1,423
Tax-loss harvesting	1,147
Retirement plans for business owners (SEP, solo 401k)	1,114
Options & derivatives strategies	760
Private / alternative investments	740
Retirement income strategy	708
College savings (529s, UTMA, etc.)	601
General retirement planning	541
Business exit / sale strategy	494
Active portfolio management	465
ESG / Sustainable investing	409
Cash flow / budgeting	302
Approaching retirement	267
Charitable giving & philanthropy	266
General estate planning guidance	264
Passive / index investing	262
Annuities	254
Concentrated stock management	223
Income planning	220
Social Security optimization	207
Multi-generational wealth transfer	196
General tax planning	163
Real estate investing	155
HENRY (High Earners, Not Rich Yet)	152
Mid-Career Professionals	148
Self-Employed	134
Business ownership considerations	129
Business succession planning	122
Retirement withdrawal strategies	113
Women Professionals	111
Divorce financial planning	107
Established Professionals	101
Divorced	98
Equity compensation tax strategy	74
Long-term care insurance	58
Young Professionals	57
Planning for children with special needs	55
Values-based investing	55
Tax strategies for small businesses	54
Dentist	53
Debt management	48
Doctor or Medical Professional	47
Factor investing / smart beta	42
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	36
Life insurance needs analysis	30
Financial Professional	25
Attorney	23
Business sale tax planning	20
Professional Athlete	19
Family Business	16
Intergenerational Families	16
Married/Couples/Partners	15
Equity Recipients (RS/RSU, SOP, ESPP)	14
Disability insurance	13
Military & Veterans	12
Retired	12
Charitable giving tax strategies	11
Liquidity event planning	11
Technology Professional	10
Business Financial Management	9
Medicare planning	9
Religious/faith focused	9
Parents	8
Educators, Teachers, and Academics	7
Christian Faith Based	6
Early retirement planning	5
Roth conversion strategy	5
Stock option exercise strategy	5
Women's Finance	5
Student loan debt	4
Young Families	4
Elder care planning	3
Sandwich Generation	3
Startup equity planning	3
Women Business Owners	3

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