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Financial Advisors in Lisle, IL: 2026 rankings

964 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lisle: Old Second National Bank, RFA Score 75/100; 4.9★ from 1,619 Google reviews; open Saturdays until 1 PM.

  2. 3

    Most-reviewed: American Consumer Credit Counseling, Inc., 2,767 Google reviews at 5.0★, the most of 964 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

964 Lisle financial advisors are ranked here by RFA Score, from eight published factors. 272 open Saturdays and 27 open Sundays, based on posted hours. The median Google rating is 4.8★ across 964 rated firms.

Top 10 financial advisors in Lisle at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Lisle at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Old Second National Bank754.9★ (1,619)Aurora, 13 mi awaySatTop score
2Mutual of Omaha Mortgage744.9★ (314)Lombard, 4 mi away——
3American Consumer Credit Counseling, Inc.745.0★ (2,767)Chicago, 24 mi awaySat · EveningsMost reviews
4Stenger Family Office | Naperville Financial Advisor735.0★ (174)Naperville, 3 mi away——
5Connor & Gallagher OneSource (CGO)724.9★ (88)Lisle——
6Goldstone Financial Group724.9★ (147)Chicago, 6 mi awaySat—
7Ashraf Gerges - COUNTRY Financial Representative715.0★ (130)Aurora, 8 mi away——
8KTax and Accounting715.0★ (235)Wood Dale, 14 mi away——
9The Chris Eastman Team - Society Mortgage715.0★ (149)Bloomingdale, 11 mi awaySat · Evenings—
10TreeLife Financial Solution Corp714.8★ (476)Chicago, 16 mi awaySat—

All 964 financial advisors in Lisle, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Lisle

    #1 Old Second National Bank

    Based in Aurora, 13 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 1,619 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 1,619 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    37 S River St, Aurora, IL 60506
    View profile for Old Second National Bank(877) 866-0202

  6. #6 Goldstone Financial Group

    Based in Chicago, 6 mi away

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 147 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 147 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    18W140 Butterfield Rd 16th Floor, Oakbrook Terrace, IL 60181
    View profile for Goldstone Financial Group(630) 620-9300

  8. #8 KTax and Accounting

    Based in Wood Dale, 14 mi away

    71/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 235 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 235 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    650 Devon Ave Ste 188, Itasca, IL 60143
    View profile for KTax and Accounting(630) 626-5829

  11. #11 NRACPA LLC

    Based in Hoffman Estates, 19 mi away

    71/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 326 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 326 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10 Executive Ct Ste 1, South Barrington, IL 60010
    View profile for NRACPA LLC(847) 852-1400

  13. #13 Old Second National Bank

    Based in Darien, 7 mi away

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 123 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 123 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    8001 S Cass Ave, Darien, IL 60561
    View profile for Old Second National Bank(877) 866-0202

  17. #17 Grady Group of Illinois

    Based in Warrenville, 5 mi away

    70/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4320 Winfield Rd #200, Warrenville, IL 60555
    View profile for Grady Group of Illinois(847) 904-0321

  18. #18 Heritage Wealth

    Based in Naperville, 4 mi away

    70/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    55 Shuman Blvd, Naperville, IL 60563
    View profile for Heritage Wealth(630) 868-9127

  19. #19 Prime Credit Advisors

    Based in Orland Park, 17 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 217 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 217 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    15255 S 94th Ave 5th fl, Orland Park, IL 60462
    View profile for Prime Credit Advisors(708) 761-4844

  21. #21 Karstens Financial

    Based in Hinsdale, 8 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 95 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 95 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    119 E Ogden Ave Ste 204, Hinsdale, IL 60521
    View profile for Karstens Financial(855) 657-8400

  23. #23 The Dala Group

    Based in Hoffman Estates, 19 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 176 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 176 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2800 W Higgins Rd #895, Hoffman Estates, IL 60169
    View profile for The Dala Group(847) 485-0248

  24. #24 Zhou Agency

    Based in Chicago, 24 mi away

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 330 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 330 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    625 N Michigan Ave Ste 1705, Chicago, IL 60611
    View profile for Zhou Agency(312) 808-8899

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 964 ranked financial advisors here; the rest are on their profiles.

financial advisors in Lisle, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Kevin Frank695.0★ (31)2 mi
27Pensinger Financial, Inc.695.0★ (66)11 mi
28Old Second National Bank684.7★ (84)8 mi
29Mutual of Omaha Mortgage684.9★ (133)17 mi
30Alpha Wealth Group685.0★ (30)3 mi
31Old Second National Bank684.9★ (32)3 mi
32Jack Schiltz - COUNTRY Financial Representative684.9★ (51)8 mi
33Streamline Financial Services684.7★ (48)5 mi
34Advanced Planning Advisors Group inc.685.0★ (29)3 mi
35Fiduciary Financial Partners, LLC685.0★ (26)3 mi
36Mario J Tenuta - Financial Advisor - Northwestern Mutual Wealth Management Company685.0★ (29)4 mi
37Old Second National Bank684.7★ (91)11 mi
38F5 Financial685.0★ (29)4 mi
39Wilsave Financial685.0★ (96)18 mi
40Creative Planning684.9★ (39)7 mi
41Legacy Insurance & Investment Group LLC685.0★ (84)17 mi
42Falcon Wealth Planning684.8★ (40)6 mi
43SC Wealth Advisors685.0★ (33)7 mi
44Old Second National Bank684.6★ (54)6 mi
45Guardian Wealth Advisory Group675.0★ (107)21 mi
46Thrivent Financial - Chicagoland Region675.0★ (21)3 mi
47DeRose Financial Planning Group675.0★ (77)17 mi
48Dr. Pat Pachciarz® | The Pinnacle Group675.0★ (44)12 mi
49Old Second National Bank674.9★ (39)9 mi
50Pillar & Company, CPAs674.8★ (32)7 mi

Also serving Lisle

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Lisle
BusinessGoogle ratingDistance
Chicago Capital Management Advisors, LLCIn Lisle
Crosstown Financial Advisors - Ameriprise Financial Services, LLC5.0★ (2)In Lisle
Edward Jones - Financial Advisor: Denise M Pacione5.0★ (2)In Lisle
Edward Jones - Financial Advisor: Nick Ettelbrick, AAMS®In Lisle
George Tang - Morgan Stanley5.0★ (1)In Lisle
High Tower Advisors5.0★ (1)In Lisle
Jose Martinez - COUNTRY Financial Representative5.0★ (1)In Lisle
Kathy Morrissy - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Lisle
Merrill Lynch Wealth Management5.0★ (1)In Lisle
Opus Wealth Management Group5.0★ (2)In Lisle
Pulse Financial Services5.0★ (1)In Lisle
Takaful Wealth Management5.0★ (1)In Lisle
The Lymangood Group - Morgan Stanley5.0★ (1)In Lisle
Thrivent Financial Lutherans5.0★ (1)In Lisle
TriFound5.0★ (1)In Lisle
U.S. Bancorp Advisors - Financial Advisors: LisleIn Lisle
U.S. Bancorp Advisors - Financial Advisors: Rocco Difranco1.0★ (1)In Lisle
U.S. Bank – Wealth Management Banker: Marco Iglesias5.0★ (1)In Lisle
Voyage Financial Group - Ameriprise Financial Services, LLC5.0★ (2)In Lisle
Woodbury Financial Services Inc5.0★ (1)In Lisle

How we ranked Lisle financial advisors

We scored 964 Lisle financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Lisle data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Lisle: frequently asked questions

Which financial advisor has the highest RFA Score in Lisle?

By RFA Score, the highest-ranked financial advisor in Lisle, IL is Old Second National Bank with an RFA Score of 75/100. It has 4.9★ from 1,619 Google reviews. It is open Saturdays until 1 PM. Mutual of Omaha Mortgage (#2) and American Consumer Credit Counseling, Inc. (#3) follow. We ranked 964 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Lisle?

RankedFinancialAdvisors ranks 964 financial advisors serving Lisle, IL. 2 of them are based in Lisle; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Lisle work on weekends?

272 of 964 ranked financial advisors post Saturday hours and 27 post Sunday hours. The highest-ranked open Saturdays are Old Second National Bank (#1), American Consumer Credit Counseling, Inc. (#3) and Goldstone Financial Group (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lisle financial advisors have?

The median Google rating among 964 rated financial advisors in Lisle is 4.8★, with a median of 11 reviews. American Consumer Credit Counseling, Inc. has the most, 2,767 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Lisle count in this ranking?

Yes, if they are within 25 mi of the Lisle city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Lisle ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Lisle a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Lisle

  1. November 2026: RFA Scores recalculated for 964 financial advisors serving Lisle.
  2. November 2026: 9 duplicate listings merged.

More financial advisors and Lisle pages