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Financial Advisors in Montgomery, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Montgomery: Old Second National Bank, RFA Score 78/100; 4.9★ from 1,619 Google reviews; open Saturdays until 1 PM.

  2. 4

    Most-reviewed: Mutual of Omaha Mortgage, 314 Google reviews at 4.9★, the most of 406 ranked after Old Second National Bank; ranked #4.

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

406 Montgomery financial advisors are ranked here by RFA Score, from eight published factors. 135 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 4.8★ across 406 rated firms.

Top 10 financial advisors in Montgomery 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 Montgomery at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Old Second National Bank784.9★ (1,619)Aurora, 2 mi awaySatTop score
2Ashraf Gerges - COUNTRY Financial Representative725.0★ (130)Aurora, 7 mi away——
3Stenger Family Office | Naperville Financial Advisor725.0★ (174)Naperville, 12 mi away——
4Mutual of Omaha Mortgage714.9★ (314)Lombard, 19 mi away—Most reviews
5Old Second National Bank704.6★ (83)Oswego, 3 mi awaySat—
6Old Second National Bank704.7★ (91)Aurora, 5 mi awaySat—
7Old Second National Bank704.7★ (92)Yorkville, 7 mi awaySat—
8Eric Miller - COUNTRY Financial Representative704.9★ (76)Warrenville, 10 mi awayEvenings—
9Grady Group of Illinois695.0★ (59)Warrenville, 11 mi away——
10The Chris Eastman Team - Society Mortgage695.0★ (149)Bloomingdale, 21 mi awaySat · Evenings—

All 406 financial advisors in Montgomery, 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 Montgomery

    #1 Old Second National Bank

    Based in Aurora, 2 mi away

    78/100RFA 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

  5. #5 Old Second National Bank

    Based in Oswego, 3 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.6★ from 83 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 83 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
    1200 Douglas Rd, Oswego, IL 60543
    View profile for Old Second National Bank(877) 866-0202

  6. #6 Old Second National Bank

    Based in Aurora, 5 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.7★ from 91 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 91 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
    1350 N Farnsworth Ave, Aurora, IL 60505
    View profile for Old Second National Bank(877) 866-0202

  7. #7 Old Second National Bank

    Based in Yorkville, 7 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.7★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 92 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
    26 W Countryside Pkwy, Yorkville, IL 60560
    View profile for Old Second National Bank(877) 866-0202

  9. #9 Grady Group of Illinois

    Based in Warrenville, 11 mi away

    69/100RFA Score

    Ranked #9 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

  11. #11 Old Second National Bank

    Based in Aurora, 6 mi away

    69/100RFA Score

    Ranked #11 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–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    335 N Eola Rd, Aurora, IL 60504
    View profile for Old Second National Bank(877) 866-0202

  12. #12 Old Second National Bank

    Based in Aurora, 3 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 37 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
    2000 W Galena Blvd, Aurora, IL 60506
    View profile for Old Second National Bank(877) 866-0202

  15. #15 Old Second National Bank

    Based in Montgomery

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.8★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 22 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
    1830 Douglas Rd, Montgomery, IL 60538
    View profile for Old Second National Bank(877) 866-0202

  16. #16 Goldstone Financial Group

    Based in Chicago, 20 mi away

    69/100RFA Score

    Ranked #16 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

  18. #18 Old Second National Bank

    Based in North Aurora, 5 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.6★ from 50 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 50 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
    200 John St, North Aurora, IL 60542
    View profile for Old Second National Bank(877) 866-0202

  20. #20 Heritage Wealth

    Based in Naperville, 12 mi away

    68/100RFA Score

    Ranked #20 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

  23. #23 Old Second National Bank

    Based in Darien, 19 mi away

    68/100RFA Score

    Ranked #23 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

  24. #24 Old Second National Bank

    Based in Naperville, 9 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.6★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 54 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
    2020 Feldott Ln, Naperville, IL 60540
    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 406 ranked financial advisors here; the rest are on their profiles.

financial advisors in Montgomery, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26BMO Bank N.A Branches674.6★ (63)11 mi
27Jim Braddish - COUNTRY Financial Agent675.0★ (16)3 mi
28Pillar & Company, CPAs674.8★ (32)9 mi
29Streamline Financial Services674.7★ (48)11 mi
30F5 Financial675.0★ (29)11 mi
31FNBO674.4★ (28)4 mi
32Pensinger Financial, Inc.675.0★ (66)19 mi
33Old Second National Bank674.6★ (67)13 mi
34Old Second National Bank674.3★ (32)4 mi
35Jeff Jones - COUNTRY Financial Agent674.7★ (46)12 mi
36The Money Team Wealth Management- Northwestern Mutual Rob Dalaskey CLU ChFC RICP675.0★ (57)19 mi
37Advanced Planning Advisors Group inc.675.0★ (29)12 mi
38Lake Growth Financial Services674.8★ (41)13 mi
39Eric Van Ness, MBA, CFP® Waddell & Reed675.0★ (32)13 mi
40Jennifer Rivera - COUNTRY Financial Agent675.0★ (15)5 mi
41Bank of America (with Drive-thru ATM)674.4★ (143)16 mi
42Edward Jones - Financial Advisor: Kevin Frank675.0★ (31)13 mi
43Old Second National Bank674.3★ (52)8 mi
44Hector Salmeron: Primerica - Financial Services675.0★ (10)2 mi
45Green Line Financial Services665.0★ (7)In Montgomery
46Old Second National Bank664.7★ (84)19 mi
47Old Second National Bank664.6★ (44)12 mi
48Dreyer, Foote, Streit, Furgason & Slocum, P.A.665.0★ (9)2 mi
49Fiduciary Financial Partners, LLC665.0★ (26)13 mi
50Karstens Financial664.8★ (95)22 mi

Also serving Montgomery

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 Montgomery
BusinessGoogle ratingDistance
Aspen Financial Services4.0★ (2)2 mi
BCI ForexIn Montgomery
Benjamin F. EdwardsIn Montgomery
Christopher A Forbes - Financial Advisor, Ameriprise Financial Services, LLCIn Montgomery
Dave Servatius - Financial Advisor, Ameriprise Financial Services, LLCIn Montgomery
Edward Jones - Financial Advisor: Forrest White5.0★ (2)6 mi
Edward Jones - Financial Advisor: Jacob PageIn Montgomery
Edward Jones - Financial Advisor: Matt Bish5.0★ (2)2 mi
Edward Jones - Financial Advisor: Roland K Keller5.0★ (2)7 mi
Equity One Investment Fund1.0★ (1)In Montgomery
Freedom Insurance and Financial Solutions3.0★ (2)6 mi
How to setup Bitcoin, Inc.In Montgomery
L P L Financial5.0★ (2)3 mi
LegacyPoint Wealth ManagementIn Montgomery
M. Brown Financial Advisors - Investments and Insurance5.0★ (2)7 mi
MERCplanIn Montgomery
Modern Woodmen Fraternal FinancialIn Montgomery
Rezny Wealth Management, Inc.5.0★ (2)7 mi
Riverstone Wealth Partners, LLC5.0★ (2)8 mi
Strategic Retirement PartnersIn Montgomery

How we ranked Montgomery financial advisors

We scored 406 Montgomery 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 Montgomery 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 Montgomery: frequently asked questions

Which financial advisor has the highest RFA Score in Montgomery?

By RFA Score, the highest-ranked financial advisor in Montgomery, IL is Old Second National Bank with an RFA Score of 78/100. It has 4.9★ from 1,619 Google reviews. It is open Saturdays until 1 PM. Ashraf Gerges - COUNTRY Financial Representative (#2) and Stenger Family Office | Naperville Financial Advisor (#3) follow. We ranked 406 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Montgomery?

RankedFinancialAdvisors ranks 406 financial advisors serving Montgomery, IL. 3 of them are based in Montgomery; 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 Montgomery work on weekends?

135 of 406 ranked financial advisors post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Old Second National Bank (#1), Old Second National Bank (#5) and Old Second National Bank (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Montgomery financial advisors have?

The median Google rating among 406 rated financial advisors in Montgomery is 4.8★, with a median of 12 reviews. Old Second National Bank has the most, 1,619 reviews, and ranks #1. 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 Montgomery count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 406 financial advisors serving Montgomery.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Montgomery pages