Browse all Seasoned 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	5,271
Executive	3,227
Wealth management	3,069
Retired	2,976
Tax-loss harvesting	2,505
Retirement plans for business owners (SEP, solo 401k)	2,135
Retirement income strategy	1,331
Active portfolio management	1,169
General retirement planning	1,094
College savings (529s, UTMA, etc.)	1,028
Approaching retirement	972
General estate planning guidance	888
Private / alternative investments	850
Options & derivatives strategies	825
ESG / Sustainable investing	724
Income planning	675
Cash flow / budgeting	672
HENRY (High Earners, Not Rich Yet)	662
Annuities	651
Business exit / sale strategy	634
Mid-Career Professionals	628
Charitable giving & philanthropy	533
Social Security optimization	494
Passive / index investing	412
Retirement withdrawal strategies	365
Concentrated stock management	337
Multi-generational wealth transfer	291
Equity compensation tax strategy	289
Divorce financial planning	238
Self-Employed	237
Business succession planning	230
Real estate investing	174
Planning for children with special needs	157
Business ownership considerations	139
General tax planning	131
Attorney	100
Established Professionals	89
Financial Professional	82
Married/Couples/Partners	82
Divorced	81
Women Professionals	75
Long-term care insurance	73
Parents	63
Tax strategies for small businesses	46
Doctor or Medical Professional	41
Factor investing / smart beta	39
Life insurance needs analysis	38
Values-based investing	33
Debt management	28
Young Professionals	26
Family Business	24
Educators, Teachers, and Academics	23
Retired	23
Intergenerational Families	18
Liquidity event planning	17
Equity Recipients (RS/RSU, SOP, ESPP)	14
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	14
Charitable giving tax strategies	13
Business Financial Management	12
Business sale tax planning	11
Disability insurance	10
Early retirement planning	10
Military & Veterans	10
Religious/faith focused	10
Medicare planning	8
Trust structures (GRAT, IDGT, revocable)	7
Young Families	6
Christian Faith Based	5
Roth conversion strategy	5
Stock option exercise strategy	4
Elder care planning	3

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