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Financial Advisors in Roselle, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Roselle: KTax and Accounting, RFA Score 74/100; 5.0★ from 235 Google reviews.

  2. 3

    Most-reviewed: American Consumer Credit Counseling, Inc., 2,767 Google reviews at 5.0★, the most of 956 ranked; ranked #3.

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

956 Roselle financial advisors are ranked here by RFA Score, from eight published factors. 252 open Saturdays and 25 open Sundays, based on posted hours. The median Google rating is 4.8★ across 956 rated firms.

Top 10 financial advisors in Roselle 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 Roselle at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1KTax and Accounting745.0★ (235)Wood Dale, 4 mi away—Top score
2NRACPA LLC745.0★ (326)Hoffman Estates, 7 mi away——
3American Consumer Credit Counseling, Inc.745.0★ (2,767)Chicago, 24 mi awaySat · EveningsMost reviews
4The Chris Eastman Team - Society Mortgage735.0★ (149)Bloomingdale, 2 mi awaySat · Evenings—
5Old Second National Bank734.9★ (1,619)Aurora, 20 mi awaySat—
6The Dala Group735.0★ (176)Hoffman Estates, 7 mi awaySat—
7Mutual of Omaha Mortgage724.9★ (314)Lombard, 10 mi away——
8Mutual of Omaha Mortgage724.9★ (133)Schaumburg, 5 mi away——
9Paramount Tax & Accounting Glendale Heights725.0★ (97)Glendale Heights, 4 mi awaySat—
10Stenger Family Office | Naperville Financial Advisor715.0★ (174)Naperville, 13 mi away——

All 956 financial advisors in Roselle, 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 Roselle

    #1 KTax and Accounting

    Based in Wood Dale, 4 mi away

    74/100RFA Score

    Ranked #1 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

  2. #2 NRACPA LLC

    Based in Hoffman Estates, 7 mi away

    74/100RFA Score

    Ranked #2 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

  5. #5 Old Second National Bank

    Based in Aurora, 20 mi away

    73/100RFA Score

    Ranked #5 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 The Dala Group

    Based in Hoffman Estates, 7 mi away

    73/100RFA Score

    Ranked #6 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

  8. #8 Mutual of Omaha Mortgage

    Based in Schaumburg, 5 mi away

    72/100RFA Score

    Ranked #8 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

  11. #11 Goldstone Financial Group

    Based in Chicago, 11 mi away

    70/100RFA Score

    Ranked #11 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

  13. #13 SK Tax Associates

    Based in Schaumburg, 3 mi away

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.6★ from 102 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 102 Google reviews
    Hours
    Mon–Sat 10 AM–5:30 PM · Sun closed
    Address
    1635 Wise Rd, Schaumburg, IL 60193
    View profile for SK Tax Associates(847) 524-0001

  15. #15 Wilsave Financial

    Based in Des Plaines, 11 mi away

    70/100RFA Score

    Ranked #15 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

  18. #18 Old Second National Bank

    Based in Glendale Heights, 5 mi away

    70/100RFA Score

    Ranked #18 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

  20. #20 B.B. Financial Group

    Based in Schaumburg, 5 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    1600 W McConnor Pkwy Ste 1100, Schaumburg, IL 60173
    View profile for B.B. Financial Group(847) 897-8278

  21. #21 Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC

    Based in Schaumburg, 4 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 44 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 44 Google reviews
    Hours
    Mon–Thu 9 AM–9 PM · Fri 9 AM–5 PM · Sat 10 AM–2 PM · Sun closed
    Address
    475 N Martingale Rd Ste 1250, Schaumburg, IL 60173
    View profile for Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC(847) 585-4931

  25. #25 Zhou Agency

    Based in Chicago, 24 mi away

    69/100RFA Score

    Ranked #25 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 956 ranked financial advisors here; the rest are on their profiles.

financial advisors in Roselle, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Connor & Gallagher OneSource (CGO)694.9★ (88)12 mi
27Puzzle Wealth Solutions® LLC695.0★ (39)5 mi
28Marc Jacobson & Associates685.0★ (99)16 mi
29Vermillion Financial Advisors685.0★ (44)7 mi
30Sansone CPA & Financial685.0★ (155)21 mi
31Michael Conroy and Associates685.0★ (191)24 mi
32Downey Financial Group684.7★ (60)6 mi
33Old Second National Bank684.6★ (78)7 mi
34The Money Team Wealth Management- Northwestern Mutual Rob Dalaskey CLU ChFC RICP685.0★ (57)11 mi
35Financial Design Studio, Inc.685.0★ (62)12 mi
36Woodfield Financial Advisors, Inc.685.0★ (64)12 mi
37Jack Schiltz - COUNTRY Financial Representative684.9★ (51)8 mi
38Pro Financial Services Group, Inc.684.7★ (26)In Roselle
39Eric Miller - COUNTRY Financial Representative684.9★ (76)14 mi
40US Financial, Ltd.684.8★ (68)11 mi
41Grady Group of Illinois685.0★ (59)13 mi
42Karstens Financial684.8★ (95)14 mi
43Old Second National Bank684.4★ (55)4 mi
44BeanLab Accounting and Advisory675.0★ (55)13 mi
45Old Second National Bank674.8★ (123)18 mi
46Old Second National Bank674.8★ (42)7 mi
47SAI Financial Services, Inc.675.0★ (51)13 mi
48Michael Weinstein - COUNTRY Financial Representative674.9★ (51)11 mi
49CPA Legacy Group LLC675.0★ (18)2 mi
50Heritage Wealth675.0★ (49)13 mi

Also serving Roselle

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 Roselle
BusinessGoogle ratingDistance
Associated Bank4.5★ (2)6 mi
Brass Tacks Financial LLC5.0★ (2)In Roselle
Byrd Accounting & Tax Services1.0★ (1)In Roselle
Cannata and CompanyIn Roselle
Corient3.5★ (2)3 mi
Edward Izzi & Associates, CPAs Ltd5.0★ (1)In Roselle
Edward Jones - Financial Advisor: Joe Halm5.0★ (2)5 mi
Edward Jones - Financial Advisor: Joe Mazzocchi5.0★ (2)5 mi
Edward Jones - Financial Advisor: Roger L Smith, CFP®|AAMS®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Teddy Kon5.0★ (2)5 mi
EJ Investment Group IncIn Roselle
Financial Business Advisors4.5★ (2)5 mi
Joe Merchut - COUNTRY Financial Representative5.0★ (2)6 mi
Midwest Wealth Management5.0★ (2)In Roselle
Northwestern Mutual5.0★ (2)4 mi
Preferred Planning Concepts5.0★ (2)5 mi
Thulin & Associates3.0★ (2)4 mi
Tony Scalzitti - COUNTRY Financial AgentIn Roselle
Wells Fargo Advisors4.0★ (2)3 mi
Wells Fargo Advisors Financial Network5.0★ (1)In Roselle

How we ranked Roselle financial advisors

We scored 956 Roselle 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 Roselle 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 Roselle: frequently asked questions

Which financial advisor has the highest RFA Score in Roselle?

By RFA Score, the highest-ranked financial advisor in Roselle, IL is KTax and Accounting with an RFA Score of 74/100. It has 5.0★ from 235 Google reviews. NRACPA LLC (#2) and American Consumer Credit Counseling, Inc. (#3) follow. We ranked 956 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Roselle?

RankedFinancialAdvisors ranks 956 financial advisors serving Roselle, IL. 1 of them is based in Roselle; 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 Roselle work on weekends?

252 of 956 ranked financial advisors post Saturday hours and 25 post Sunday hours. The highest-ranked open Saturdays are American Consumer Credit Counseling, Inc. (#3), The Chris Eastman Team - Society Mortgage (#4) and Old Second National Bank (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Roselle financial advisors have?

The median Google rating among 956 rated financial advisors in Roselle 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 Roselle count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 956 financial advisors serving Roselle.
  2. November 2026: 7 duplicate listings merged.

More financial advisors and Roselle pages