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Financial Advisors in New Lenox, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in New Lenox: Prime Credit Advisors, RFA Score 72/100; 4.9★ from 217 Google reviews; open 7 days a week.

  2. 2

    Most-reviewed: Old Second National Bank, 1,619 Google reviews at 4.9★, the most of 446 ranked; ranked #2.

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

446 New Lenox financial advisors are ranked here by RFA Score, from eight published factors. 149 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 4.8★ across 446 rated firms.

Top 10 financial advisors in New Lenox 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 New Lenox at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Prime Credit Advisors724.9★ (217)Orland Park, 9 mi awaySat · Sun · EveningsTop score
2Old Second National Bank724.9★ (1,619)Aurora, 25 mi awaySatMost reviews
3Michael Conroy and Associates715.0★ (191)Palos Hills, 16 mi away——
4TreeLife Financial Solution Corp704.8★ (476)Chicago, 22 mi awaySat—
5Bank of America (with Drive-thru ATM)704.4★ (93)New Lenox——
6Dowling Financial Services & Wealth Management705.0★ (48)Frankfort, 6 mi away——
7Mutual of Omaha Mortgage694.9★ (314)Lombard, 23 mi away——
8Pensinger Financial, Inc.695.0★ (66)Lemont, 10 mi away——
9Kubiak & Kubiak Wealth Management695.0★ (64)Orland Park, 10 mi away——
10Legacy Insurance & Investment Group LLC695.0★ (84)Palos Heights, 14 mi away——

All 446 financial advisors in New Lenox, 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 New Lenox

    #1 Prime Credit Advisors

    Based in Orland Park, 9 mi away

    72/100RFA Score

    Ranked #1 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

  2. #2 Old Second National Bank

    Based in Aurora, 25 mi away

    72/100RFA Score

    Ranked #2 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

  12. #12 Old Second National Bank

    Based in Darien, 16 mi away

    69/100RFA Score

    Ranked #12 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

  16. #16 McCabe & Associates

    Based in Mokena, 6 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–3:30 PM · Sat–Sun closed
    Address
    9480 Enterprise Dr #1, Mokena, IL 60448
    View profile for McCabe & Associates(708) 479-7755

  17. #17 Goldstone Financial Group

    Based in Chicago, 23 mi away

    68/100RFA Score

    Ranked #17 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

  21. #21 Old Second National Bank

    Based in Joliet, 10 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.6★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 49 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
    850 Essington Rd, Joliet, IL 60435
    View profile for Old Second National Bank(877) 866-0202

  23. #23 Steve Weber CPA

    Based in New Lenox

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed 9 AM–6 PM · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    600 E Lincoln Hwy # C, New Lenox, IL 60451
    View profile for Steve Weber CPA(815) 320-6077

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 446 ranked financial advisors here; the rest are on their profiles.

financial advisors in New Lenox, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Dr. Pat Pachciarz® | The Pinnacle Group675.0★ (44)16 mi
27Connor & Gallagher OneSource (CGO)674.9★ (88)21 mi
28Bank of America (with Drive-thru ATM)674.4★ (143)15 mi
29Archer Tax and Accounting674.8★ (26)8 mi
30Old Second National Bank674.6★ (65)14 mi
31BMO Bank N.A Branches664.6★ (63)14 mi
32Karstens Financial664.8★ (95)21 mi
33Dave Forrester - COUNTRY Financial Agent665.0★ (27)11 mi
34Tenille N Mallard: Primerica - Financial Services665.0★ (20)9 mi
35Eric Miller - COUNTRY Financial Representative664.9★ (76)23 mi
36Homer Financial, Inc.664.8★ (16)7 mi
37Centier Bank664.9★ (87)25 mi
38Centier Bank664.8★ (102)24 mi
39Dan Hollowell - COUNTRY Financial Agent665.0★ (69)24 mi
40Shiedah Robinson: Primerica - Financial Services665.0★ (17)9 mi
41Tasha Marie Burton: Primerica - Financial Services665.0★ (23)12 mi
42One Team One Dream Financial Services664.7★ (100)23 mi
43The Money Team Wealth Management- Northwestern Mutual Rob Dalaskey CLU ChFC RICP665.0★ (57)23 mi
44Grady Group of Illinois665.0★ (59)23 mi
45John VanGennep - COUNTRY Financial Agent664.6★ (12)4 mi
46Narish Financial Service665.0★ (10)5 mi
47Old Second National Bank664.9★ (58)21 mi
48Centier Bank664.8★ (83)23 mi
49Jim Andresen - COUNTRY Financial Representative665.0★ (18)10 mi
50Kayana Shemere Williams: Primerica - Financial Services665.0★ (15)9 mi

Also serving New Lenox

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 New Lenox
BusinessGoogle ratingDistance
Apex Capital Group4.5★ (2)In New Lenox
Bender Ciccotto & Co. CPA's, LLP1.0★ (1)In New Lenox
Branshaw Financial5.0★ (1)In New Lenox
Edward Jones - Financial Advisor: Brett R Schaibley5.0★ (2)6 mi
Edward Jones - Financial Advisor: Jim Budzinski, AAMS®5.0★ (1)In New Lenox
Edward Jones - Financial Advisor: Joe Cerullo, CFP®5.0★ (2)In New Lenox
Edward Jones - Financial Advisor: Nathan McCatty, CFP®|AAMS®5.0★ (2)7 mi
Edward Jones - Financial Advisor: Zackery Kuster, CFP®|AAMS®5.0★ (1)In New Lenox
Kyle Stevens - COUNTRY Financial Representative4.5★ (2)6 mi
Lionheart Financial5.0★ (2)4 mi
Longtin Family Companies3.0★ (2)6 mi
Marty Freeland & Jerry Pruim - Raymond James5.0★ (2)6 mi
Michael Minnis - Prudential Financial3.0★ (2)6 mi
Mike Moylan - Advanced Planning Advisors, Inc.5.0★ (2)6 mi
Nick Zegar - COUNTRY Financial Agent1.0★ (2)6 mi
Rocky Dellamano - COUNTRY Financial Representative5.0★ (1)In New Lenox
Ubaldo Diaz Brokered by Real Broker, LLCIn New Lenox
Wealth Enhancement Group1.0★ (1)In New Lenox
Wintrust Mortgage5.0★ (1)In New Lenox
Wintrust Wealth ManagementIn New Lenox

How we ranked New Lenox financial advisors

We scored 446 New Lenox 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 New Lenox 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 New Lenox: frequently asked questions

Which financial advisor has the highest RFA Score in New Lenox?

By RFA Score, the highest-ranked financial advisor in New Lenox, IL is Prime Credit Advisors with an RFA Score of 72/100. It has 4.9★ from 217 Google reviews. It is open 7 days a week. Old Second National Bank (#2) and Michael Conroy and Associates (#3) follow. We ranked 446 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in New Lenox?

RankedFinancialAdvisors ranks 446 financial advisors serving New Lenox, IL. 4 of them are based in New Lenox; 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 New Lenox work on weekends?

149 of 446 ranked financial advisors post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are Prime Credit Advisors (#1), Old Second National Bank (#2) and TreeLife Financial Solution Corp (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do New Lenox financial advisors have?

The median Google rating among 446 rated financial advisors in New Lenox is 4.8★, with a median of 12 reviews. Old Second National Bank has the most, 1,619 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 New Lenox count in this ranking?

Yes, if they are within 25 mi of the New Lenox 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 New Lenox 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 New Lenox 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 New Lenox

  1. November 2026: RFA Scores recalculated for 446 financial advisors serving New Lenox.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and New Lenox pages