Ways to browse High-net-worth advisors serving Illinois

Pick a specialty to browse more High-net-worth advisors serving Illinois.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,981
Executive	1,859
Private / alternative investments	1,282
Retired	1,244
Tax-loss harvesting	998
Wealth management	913
Options & derivatives strategies	907
Cash flow / budgeting	801
Retirement plans for business owners (SEP, solo 401k)	773
Approaching retirement	692
ESG / Sustainable investing	660
Active portfolio management	626
Business exit / sale strategy	596
General retirement planning	558
Retirement income strategy	514
Mid-Career Professionals	481
Equity compensation tax strategy	472
Concentrated stock management	457
Real estate investing	288
Passive / index investing	286
Divorce financial planning	259
Social Security optimization	243
Established Professionals	220
Charitable giving & philanthropy	165
College savings (529s, UTMA, etc.)	151
General estate planning guidance	112
Attorney	111
Technology Professional	107
General tax planning	105
Young Professionals	86
Values-based investing	83
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	79
Doctor or Medical Professional	76
Business succession planning	68
Income planning	58
Annuities	48
Business ownership considerations	45
Long-term care insurance	45
HENRY (High Earners, Not Rich Yet)	43
Tax strategies for small businesses	43
Debt management	38
Women Professionals	35
Retirement withdrawal strategies	30
Professional Athlete	26
Family Business	24
Business sale tax planning	22
Factor investing / smart beta	20
Life insurance needs analysis	14
Business Financial Management	12
Charitable giving tax strategies	12
Equity Recipients (RS/RSU, SOP, ESPP)	10
Retired	9
Financial Professional	7
Roth conversion strategy	7
Multi-generational wealth transfer	6
Self-Employed	4

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