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Financial Advisors in Waukegan, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Waukegan: Bank of America (with Drive-thru ATM), RFA Score 71/100; 4.6★ from 494 Google reviews; open Saturdays until 2 PM.

  2. 3

    Most-reviewed: NRACPA LLC, 326 Google reviews at 5.0★, the most of 345 ranked after Bank of America (with Drive-thru ATM); ranked #3.

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

345 Waukegan financial advisors are ranked here by RFA Score, from eight published factors. 84 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.9★ across 345 rated firms.

Top 10 financial advisors in Waukegan 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 Waukegan at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bank of America (with Drive-thru ATM)714.6★ (494)Buffalo Grove, 16 mi awaySatTop score
2Wealth Financial Services & Tax Advisory704.9★ (167)Buffalo Grove, 15 mi away——
3NRACPA LLC705.0★ (326)Hoffman Estates, 25 mi away—Most reviews
4Bank of America (with Drive-thru ATM)704.8★ (74)Gurnee, 6 mi awaySat—
5Kaizen CPAs + Advisors704.9★ (120)Antioch, 14 mi away——
6Marc Jacobson & Associates695.0★ (99)Northbrook, 15 mi away——
7Accounting Freedom695.0★ (52)Mundelein, 10 mi away——
8Briggs Financial Inc.685.0★ (59)Round Lake Beach, 12 mi awaySat · Sun · Evenings—
9North Shore Asset Management and Tax Advisory, Inc.684.9★ (43)Libertyville, 9 mi away——
10Shoreline Financial Partners685.0★ (56)Deerfield, 15 mi away——

All 345 financial advisors in Waukegan, 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 NRACPA LLC

    Based in Hoffman Estates, 25 mi away

    70/100RFA Score

    Ranked #3 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 Kaizen CPAs + Advisors

    Based in Antioch, 14 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 120 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    1555 Main St, Antioch, IL 60002
    View profile for Kaizen CPAs + Advisors(847) 395-6000

  7. #7 Accounting Freedom

    Based in Mundelein, 10 mi away

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    469 N Lake St, Mundelein, IL 60060
    View profile for Accounting Freedom(847) 949-8373

  8. #8 Briggs Financial Inc.

    Based in Round Lake Beach, 12 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    256 E Cherry Cove Ln, Round Lake Beach, IL 60073
    View profile for Briggs Financial Inc.(517) 242-7804

  12. #12 The Tranel Financial Group

    Based in Libertyville, 7 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 32 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1509 N Milwaukee Ave, Libertyville, IL 60048
    View profile for The Tranel Financial Group(847) 680-9050

  13. #13 Mutual of Omaha Mortgage

    Based in Schaumburg, 24 mi away

    67/100RFA Score

    Ranked #13 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

  17. #17 Wilsave Financial

    Based in Des Plaines, 25 mi away

    67/100RFA Score

    Ranked #17 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

  20. #20 Matthew Bruner - COUNTRY Financial Advisor---CERTIFIED FINANCIAL PLANNER™

    Based in Libertyville, 9 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    900 Technology Way Ste 280, Libertyville, IL 60048
    View profile for Matthew Bruner - COUNTRY Financial Advisor---CERTIFIED FINANCIAL PLANNER™(847) 548-2120

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

financial advisors in Waukegan, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Fisher Financial Group LLC665.0★ (34)16 mi
27BMO Bank N.A Branches663.9★ (22)In Waukegan
28Associated Bank654.8★ (12)3 mi
29US Financial, Ltd.654.8★ (68)22 mi
30Alexon Financial655.0★ (39)19 mi
31Bank of America (with Drive-thru ATM)654.3★ (194)22 mi
32C&R Mortgage Corporation654.9★ (62)24 mi
33Rocco Martinelli - COUNTRY Financial Representative654.9★ (36)17 mi
34B.B. Financial Group655.0★ (51)23 mi
35Alejandro Villa - COUNTRY Financial Agent654.3★ (12)2 mi
36Savant Wealth Management654.9★ (22)13 mi
37Retirement Advocates, Inc.655.0★ (25)15 mi
38Allworth Financial645.0★ (22)15 mi
39Edward Jones - Financial Advisor: Travis M Brown, CEPA®645.0★ (15)10 mi
40Gibbons Financial Group, Inc644.6★ (11)5 mi
41Professional Business Management Inc645.0★ (37)22 mi
42Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC645.0★ (44)25 mi
43Alamo Insurance & Financial Services, Inc.644.7★ (18)11 mi
44Optimum Retirement Planning645.0★ (12)9 mi
45Associated Bank643.3★ (15)In Waukegan
46Puzzle Wealth Solutions® LLC645.0★ (39)24 mi
47Apollon Wealth Management644.6★ (52)22 mi
48Marfina M Peralta Alfonso: Primerica - Financial Services645.0★ (7)5 mi
49TJ Stearns Financial Planning & Benefits645.0★ (28)21 mi
50Edward Jones - Financial Advisor: Rick J Melone645.0★ (11)10 mi

Also serving Waukegan

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 Waukegan
BusinessGoogle ratingDistance
Boggs Wealth Management3.0★ (2)5 mi
Edward Jones - Financial Advisor: Gary E Heymann5.0★ (2)14 mi
Edward Jones - Financial Advisor: Kyle Kibar, AAMS®|CRPC™5.0★ (2)13 mi
Edward Jones - Financial Advisor: Mary K Witte Tabbert5.0★ (2)4 mi
Edward Jones - Financial Advisor: Terrell Wilson, ChFC®|CEPA®5.0★ (2)12 mi
Financial institutionIn Waukegan
Fort Sheridan Advisors5.0★ (2)13 mi
Friese Financial Services Inc5.0★ (2)9 mi
Garrett Koncan - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)4 mi
M&M Financial Coaching Corp.In Waukegan
Mark A. Tan - T Capital Management LLC5.0★ (2)8 mi
MB Financial Bank5.0★ (2)9 mi
Metro Resource Investment & ManagementIn Waukegan
Owens Financial Group5.0★ (2)9 mi
RBC Wealth Management Branch - Lake Forest3.0★ (2)7 mi
Sackman & Son Financial Services5.0★ (2)3 mi
Spectrum Wealth Advisors5.0★ (2)12 mi
Thomas Paulson - RBC Wealth Management Financial Advisor5.0★ (2)7 mi
Walled Lake Planning & Wealth Management5.0★ (2)12 mi
Wayne Criswell - COUNTRY Financial Agent5.0★ (2)9 mi

How we ranked Waukegan financial advisors

We scored 345 Waukegan 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 Waukegan 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 Waukegan: frequently asked questions

Which financial advisor has the highest RFA Score in Waukegan?

By RFA Score, the highest-ranked financial advisor in Waukegan, IL is Bank of America (with Drive-thru ATM) with an RFA Score of 71/100. It has 4.6★ from 494 Google reviews. It is open Saturdays until 2 PM. Wealth Financial Services & Tax Advisory (#2) and NRACPA LLC (#3) follow. We ranked 345 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Waukegan?

RankedFinancialAdvisors ranks 345 financial advisors serving Waukegan, IL. 3 of them are based in Waukegan; 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 Waukegan work on weekends?

84 of 345 ranked financial advisors post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#1), Bank of America (with Drive-thru ATM) (#4) and Briggs Financial Inc. (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Waukegan financial advisors have?

The median Google rating among 345 rated financial advisors in Waukegan is 4.9★, with a median of 9 reviews. Bank of America (with Drive-thru ATM) has the most, 494 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 Waukegan count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 345 financial advisors serving Waukegan.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Waukegan pages