Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Financial advisors in Chicago

30 advisors available near Chicago, IL

Out of 400,000+ nationwide

user avatar
firm logo

Peter S

Series 66

Chicago, IL

Skoufis Capital Management

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

Gary M

CFP®, ChFC®, Series 63

Chicago, IL

The Mandell Group

Wealth management Life insurance needs analysis
user avatar
firm logo

Michael W

Series 65

Evanston, IL

Blue Sky Investment Partners, Inc.

Wealth management Retirement income strategy Equity compensation tax strategy Cash flow / budgeting Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Michael C

CFP®, Series 66

Evanston, IL

Pinnacle Planning Advisors, LLC

General retirement planning General estate planning guidance
user avatar
firm logo

Andrew B

CFP®, Series 63, Series 66

Oak Park, IL

Two Trails Financial Planning

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar
firm logo

Larry H

CFP®, Series 63

Chicago, IL

Hightower & Boler, LLC

General retirement planning General tax planning Wealth management Retired
user avatar
firm logo

Eddie P

CFP®, Series 63, Series 65

Chicago, IL

Zendamentals

Tax-loss harvesting Retirement withdrawal strategies Annuities
user avatar

Marc F

Series 66

Chicago, IL

Monroe Financial Inc.

College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
user avatar
firm logo

Aditi K

CFP®, CFA®

Chicago, IL

Wealth IQ

Cross-border / expatriate tax planning Private / alternative investments Business ownership considerations Founder/Business Owner
user avatar
firm logo

Mary D

Series 65

Chicago, IL

Kinkelaar & Associates

General retirement planning General tax planning Cash flow / budgeting Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")