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Financial Advisors in Lombard, IL: 2026 rankings

1,005 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lombard: Mutual of Omaha Mortgage, RFA Score 75/100; 4.9★ from 314 Google reviews.

  2. 2

    Most-reviewed: American Consumer Credit Counseling, Inc., 2,767 Google reviews at 5.0★, the most of 1,005 ranked; ranked #2.

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

1,005 Lombard financial advisors are ranked here by RFA Score, from eight published factors. 281 open Saturdays and 30 open Sundays, based on posted hours. The median Google rating is 4.8★ across 1,005 rated firms.

Top 10 financial advisors in Lombard 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 Lombard at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Mutual of Omaha Mortgage754.9★ (314)Lombard—Top score
2American Consumer Credit Counseling, Inc.755.0★ (2,767)Chicago, 20 mi awaySat · EveningsMost reviews
3Old Second National Bank734.9★ (1,619)Aurora, 18 mi awaySat—
4KTax and Accounting735.0★ (235)Wood Dale, 8 mi away——
5Goldstone Financial Group724.9★ (147)Chicago, 3 mi awaySat—
6The Chris Eastman Team - Society Mortgage725.0★ (149)Bloomingdale, 7 mi awaySat · Evenings—
7Stenger Family Office | Naperville Financial Advisor725.0★ (174)Naperville, 9 mi away——
8NRACPA LLC725.0★ (326)Hoffman Estates, 15 mi away——
9TreeLife Financial Solution Corp714.8★ (476)Chicago, 14 mi awaySat—
10Paramount Tax & Accounting Glendale Heights715.0★ (97)Glendale Heights, 5 mi awaySat—

All 1,005 financial advisors in Lombard, 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.

  3. #3 Old Second National Bank

    Based in Aurora, 18 mi away

    73/100RFA Score

    Ranked #3 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

  4. #4 KTax and Accounting

    Based in Wood Dale, 8 mi away

    73/100RFA Score

    Ranked #4 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

  5. #5 Goldstone Financial Group

    Based in Chicago, 3 mi away

    72/100RFA Score

    Ranked #5 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 NRACPA LLC

    Based in Hoffman Estates, 15 mi away

    72/100RFA Score

    Ranked #8 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 The Dala Group

    Based in Hoffman Estates, 15 mi away

    70/100RFA Score

    Ranked #13 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

  15. #15 Karstens Financial

    Based in Hinsdale, 6 mi away

    70/100RFA Score

    Ranked #15 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

  17. #17 Mutual of Omaha Mortgage

    Based in Schaumburg, 12 mi away

    70/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 133 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 133 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    953 American Ln Suite 120A, Schaumburg, IL 60173
    View profile for Mutual of Omaha Mortgage(630) 523-6011

  18. #18 Zhou Agency

    Based in Chicago, 20 mi away

    70/100RFA Score

    Ranked #18 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

  20. #20 Creative Planning

    Based in Lombard

    70/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 39 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1515 W 22nd St #850, Oak Brook, IL 60523
    View profile for Creative Planning(866) 273-2848

  21. #21 Wilsave Financial

    Based in Des Plaines, 11 mi away

    70/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 96 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 96 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2700 S River Rd Ste 112, Des Plaines, IL 60018
    View profile for Wilsave Financial(312) 796-7400

  22. #22 Old Second National Bank

    Based in Darien, 10 mi away

    70/100RFA Score

    Ranked #22 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

  23. #23 Old Second National Bank

    Based in Glendale Heights, 5 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.7★ from 84 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 84 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
    1657 Bloomingdale Rd, Glendale Heights, IL 60139
    View profile for Old Second National Bank(877) 866-0202

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 1,005 ranked financial advisors here; the rest are on their profiles.

financial advisors in Lombard, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Prime Credit Advisors694.9★ (217)20 mi
27Eric Miller - COUNTRY Financial Representative694.9★ (76)10 mi
28Bank of America (with Drive-thru ATM)694.6★ (494)19 mi
29Falcon Wealth Planning694.8★ (40)3 mi
30Grady Group of Illinois695.0★ (59)10 mi
31SC Wealth Advisors695.0★ (33)3 mi
32SAI Financial Services, Inc.685.0★ (51)9 mi
33Heritage Wealth685.0★ (49)9 mi
34Wealth Financial Services & Tax Advisory684.9★ (167)20 mi
35Alpha Wealth Group685.0★ (30)4 mi
36SK Tax Associates684.6★ (102)10 mi
37LUDWIG & ASSOCIATES, LTD.685.0★ (19)In Lombard
38Old Second National Bank684.8★ (42)6 mi
39Guardian Wealth Advisory Group685.0★ (107)19 mi
40MTD Financial & MTD Wealth Management685.0★ (66)15 mi
41IRA Club684.7★ (223)20 mi
42Edward Jones - Financial Advisor: Nick Parker, CFP®|AAMS™|CRPC™684.9★ (39)8 mi
43B.B. Financial Group675.0★ (51)12 mi
44Legacy Insurance & Investment Group LLC675.0★ (84)18 mi
45Marc Jacobson & Associates675.0★ (99)20 mi
46Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC675.0★ (44)11 mi
47Stenger Family Office | Chicago Financial Advisor675.0★ (89)19 mi
48Eric Van Ness, MBA, CFP® Waddell & Reed675.0★ (32)8 mi
49Everett Wealth Solutions675.0★ (41)10 mi
50STRIDE Financial674.9★ (103)18 mi

Also serving Lombard

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 Lombard
BusinessGoogle ratingDistance
Bank Advisors Ltd.3.0★ (2)In Lombard
Brett D White - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Lombard
Cetera Investors5.0★ (1)In Lombard
Core Purpose Wealth Management - Morgan Stanley5.0★ (1)In Lombard
Esmail Financial Strategies5.0★ (1)In Lombard
Family Wealth Management5.0★ (1)In Lombard
Gennuso Financial Group5.0★ (2)In Lombard
Infinity Wealth Management, LLC3.0★ (2)In Lombard
Jian Wang - Prudential Financial1.0★ (1)In Lombard
LT Family Financial, Inc5.0★ (2)In Lombard
Maia Wealth5.0★ (1)In Lombard
Money Managers Financial Group5.0★ (2)In Lombard
Nate Suarez-Alvarez: Primerica - Financial Services5.0★ (1)In Lombard
Provider Group Wealth Advisors5.0★ (1)In Lombard
Raddon4.0★ (1)In Lombard
RBC Wealth Management Branch - Oakbrook5.0★ (1)In Lombard
Rich Mohawk - COUNTRY Financial Representative5.0★ (2)In Lombard
The R-B Financial Group5.0★ (1)In Lombard
VANESSA RIOS - PRIMERICA FINANCIAL SERVICES5.0★ (1)In Lombard
Wells, Roselieb & Raia Wealth Management5.0★ (2)In Lombard

How we ranked Lombard financial advisors

We scored 1,005 Lombard 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 Lombard 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 Lombard: frequently asked questions

Which financial advisor has the highest RFA Score in Lombard?

By RFA Score, the highest-ranked financial advisor in Lombard, IL is Mutual of Omaha Mortgage with an RFA Score of 75/100. It has 4.9★ from 314 Google reviews. American Consumer Credit Counseling, Inc. (#2) and Old Second National Bank (#3) follow. We ranked 1,005 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Lombard?

RankedFinancialAdvisors ranks 1,005 financial advisors serving Lombard, IL. 5 of them are based in Lombard; 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 Lombard work on weekends?

281 of 1,005 ranked financial advisors post Saturday hours and 30 post Sunday hours. The highest-ranked open Saturdays are American Consumer Credit Counseling, Inc. (#2), Old Second National Bank (#3) and Goldstone Financial Group (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lombard financial advisors have?

The median Google rating among 1,005 rated financial advisors in Lombard is 4.8★, with a median of 11 reviews. American Consumer Credit Counseling, Inc. has the most, 2,767 reviews, and ranks #2. 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 Lombard count in this ranking?

Yes, if they are within 25 mi of the Lombard 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 Lombard 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 Lombard 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 Lombard

  1. November 2026: RFA Scores recalculated for 1,005 financial advisors serving Lombard.
  2. November 2026: 9 duplicate listings merged.

More financial advisors and Lombard pages