Browse all High-net-worth 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	2,977
Executive	1,855
Private / alternative investments	1,250
Retired	1,241
Tax-loss harvesting	902
Wealth management	881
Options & derivatives strategies	866
Cash flow / budgeting	801
Retirement plans for business owners (SEP, solo 401k)	772
Approaching retirement	691
ESG / Sustainable investing	659
Active portfolio management	625
Business exit / sale strategy	595
General retirement planning	558
Retirement income strategy	513
Mid-Career Professionals	481
Equity compensation tax strategy	471
Concentrated stock management	397
Passive / index investing	264
Divorce financial planning	259
Social Security optimization	242
Real estate investing	216
Established Professionals	188
Charitable giving & philanthropy	166
College savings (529s, UTMA, etc.)	152
General estate planning guidance	114
Attorney	111
Technology Professional	107
General tax planning	105
Young Professionals	85
Values-based investing	83
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	79
Doctor or Medical Professional	75
Business succession planning	69
Income planning	58
Annuities	48
Business ownership considerations	45
Long-term care insurance	45
Debt management	39
Tax strategies for small businesses	36
Women Professionals	34
Family Business	31
Retirement withdrawal strategies	30
Professional Athlete	26
Business sale tax planning	23
Factor investing / smart beta	20
Business Financial Management	12
Charitable giving tax strategies	12
HENRY (High Earners, Not Rich Yet)	12
Life insurance needs analysis	12
Equity Recipients (RS/RSU, SOP, ESPP)	10
Retired	9
Roth conversion strategy	7
Financial Professional	6
Multi-generational wealth transfer	6
Self-Employed	4

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