Browse all Independent 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	2,861
Wealth management	1,903
Options & derivatives strategies	1,832
Executive	1,684
Retirement plans for business owners (SEP, solo 401k)	1,463
Private / alternative investments	1,315
Active portfolio management	1,241
Tax-loss harvesting	1,116
Retired	1,091
Retirement income strategy	939
General retirement planning	853
Concentrated stock management	768
College savings (529s, UTMA, etc.)	726
ESG / Sustainable investing	586
Annuities	498
Cash flow / budgeting	489
Charitable giving & philanthropy	467
Income planning	461
Passive / index investing	456
General tax planning	387
Business exit / sale strategy	364
Real estate investing	349
General estate planning guidance	267
Equity compensation tax strategy	261
Business succession planning	246
Mid-Career Professionals	202
Approaching retirement	153
Business ownership considerations	153
Long-term care insurance	138
Tax strategies for small businesses	132
Retirement withdrawal strategies	129
Debt management	116
Young Professionals	113
Social Security optimization	108
Life insurance needs analysis	98
Doctor or Medical Professional	91
Self-Employed	84
Factor investing / smart beta	77
Values-based investing	73
HENRY (High Earners, Not Rich Yet)	67
Family Business	53
Business sale tax planning	51
Divorce financial planning	39
Established Professionals	39
Multi-generational wealth transfer	33
Trust structures (GRAT, IDGT, revocable)	30
Roth conversion strategy	27
Disability insurance	26
Charitable giving tax strategies	25
Medicare planning	25
Equity Recipients (RS/RSU, SOP, ESPP)	22
Religious/faith focused	20
Educators, Teachers, and Academics	18
Women Professionals	18
Married/Couples/Partners	17
Business Financial Management	16
Liquidity event planning	16
Planning for children with special needs	15
Retired	14
Attorney	13
Christian Faith Based	11
Stock option exercise strategy	11
Elder care planning	10
Financial Professional	10
Early retirement planning	9
Parents	9
University Employee	9
Professional Athlete	8
Military & Veterans	6
Women Business Owners	6
Young Families	6
Student loan debt	5
Technology Professional	5
Sandwich Generation	4
Cross-border / expatriate tax planning	3

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