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Financial Advisors in Wheaton, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Wheaton: Old Second National Bank, RFA Score 75/100; 4.9★ from 1,619 Google reviews; open Saturdays until 1 PM.

  2. 3

    Most-reviewed: American Consumer Credit Counseling, Inc., 2,767 Google reviews at 5.0★, the most of 967 ranked; ranked #3.

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

967 Wheaton financial advisors are ranked here by RFA Score, from eight published factors. 272 open Saturdays and 27 open Sundays, based on posted hours. The median Google rating is 4.8★ across 967 rated firms.

Top 10 financial advisors in Wheaton 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 Wheaton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Old Second National Bank754.9★ (1,619)Aurora, 13 mi awaySatTop score
2Mutual of Omaha Mortgage744.9★ (314)Lombard, 5 mi away——
3American Consumer Credit Counseling, Inc.735.0★ (2,767)Chicago, 25 mi awaySat · EveningsMost reviews
4Stenger Family Office | Naperville Financial Advisor735.0★ (174)Naperville, 5 mi away——
5KTax and Accounting725.0★ (235)Wood Dale, 10 mi away——
6The Chris Eastman Team - Society Mortgage725.0★ (149)Bloomingdale, 7 mi awaySat · Evenings—
7NRACPA LLC725.0★ (326)Hoffman Estates, 15 mi away——
8Goldstone Financial Group714.9★ (147)Chicago, 7 mi awaySat—
9Paramount Tax & Accounting Glendale Heights715.0★ (97)Glendale Heights, 5 mi awaySat—
10Ashraf Gerges - COUNTRY Financial Representative715.0★ (130)Aurora, 10 mi away——

All 967 financial advisors in Wheaton, 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 Wheaton

    #1 Old Second National Bank

    Based in Aurora, 13 mi away

    75/100RFA 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 KTax and Accounting

    Based in Wood Dale, 10 mi away

    72/100RFA Score

    Ranked #5 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

  7. #7 NRACPA LLC

    Based in Hoffman Estates, 15 mi away

    72/100RFA Score

    Ranked #7 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

  8. #8 Goldstone Financial Group

    Based in Chicago, 7 mi away

    71/100RFA Score

    Ranked #8 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

  12. #12 The Dala Group

    Based in Hoffman Estates, 14 mi away

    71/100RFA Score

    Ranked #12 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 Grady Group of Illinois

    Based in Warrenville, 5 mi away

    70/100RFA Score

    Ranked #15 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

  16. #16 Old Second National Bank

    Based in Glendale Heights, 4 mi away

    70/100RFA Score

    Ranked #16 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

  17. #17 Mutual of Omaha Mortgage

    Based in Schaumburg, 13 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

  21. #21 Heritage Wealth

    Based in Naperville, 5 mi away

    69/100RFA Score

    Ranked #21 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

  22. #22 Old Second National Bank

    Based in Darien, 11 mi away

    69/100RFA 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 Wheaton

    69/100RFA Score

    Ranked #23 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–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    295 W Loop Rd, Wheaton, IL 60189
    View profile for Old Second National Bank(877) 866-0202

  24. #24 Karstens Financial

    Based in Hinsdale, 10 mi away

    69/100RFA Score

    Ranked #24 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

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

financial advisors in Wheaton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Jack Schiltz - COUNTRY Financial Representative694.9★ (51)7 mi
27Zhou Agency684.9★ (330)25 mi
28Wilsave Financial685.0★ (96)16 mi
29Prime Credit Advisors684.9★ (217)22 mi
30Eric Van Ness, MBA, CFP® Waddell & Reed685.0★ (32)4 mi
31SK Tax Associates684.6★ (102)10 mi
32Streamline Financial Services684.7★ (48)5 mi
33Bank of America (with Drive-thru ATM)684.6★ (494)21 mi
34Old Second National Bank684.7★ (91)11 mi
35Alpha Wealth Group685.0★ (30)5 mi
36Advanced Planning Advisors Group inc.685.0★ (29)5 mi
37DeRose Financial Planning Group685.0★ (77)16 mi
38Mario J Tenuta - Financial Advisor - Northwestern Mutual Wealth Management Company685.0★ (29)6 mi
39Falcon Wealth Planning684.8★ (40)6 mi
40Wealth Financial Services & Tax Advisory684.9★ (167)22 mi
41Old Second National Bank684.6★ (78)9 mi
42Edward Jones - Financial Advisor: Kevin Frank685.0★ (31)6 mi
43Fiduciary Financial Partners, LLC685.0★ (26)5 mi
44Creative Planning674.9★ (39)8 mi
45SC Wealth Advisors675.0★ (33)8 mi
46Bank of America (with Drive-thru ATM)674.4★ (143)10 mi
47MTD Financial & MTD Wealth Management675.0★ (66)16 mi
48Orazio Difruscolo - COUNTRY Financial Representative675.0★ (43)11 mi
49Pensinger Financial, Inc.675.0★ (66)16 mi
50F5 Financial675.0★ (29)7 mi

Also serving Wheaton

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 Wheaton
BusinessGoogle ratingDistance
American Financial StrategiesIn Wheaton
Bradley Kuehn - ThriventIn Wheaton
Brian O'Connell - Private Wealth Advisor, Ameriprise Financial Services, LLC4.0★ (1)In Wheaton
Cambier Capital5.0★ (10)In Wheaton
Chaz Black - ThriventIn Wheaton
Edward Jones - Financial Advisor: Bob ChristensenIn Wheaton
Edward Jones - Financial Advisor: Brian M Bare, AAMS®In Wheaton
Edward Jones - Financial Advisor: Danielle F Marshall, AAMS®|CRPC™5.0★ (2)In Wheaton
Edward Jones - Financial Advisor: Eric R Rentz, CRPC™In Wheaton
Edward Jones - Financial Advisor: Rich Ferrari, AAMS®|CRPC™5.0★ (1)In Wheaton
Eric Christopherson - ThriventIn Wheaton
High Point Planning5.0★ (2)In Wheaton
Keystone Financial Group - Ameriprise Financial Services, LLC5.0★ (1)In Wheaton
McKenna Capital, Inc.In Wheaton
Metolius CapitalIn Wheaton
Northwestern MutualIn Wheaton
Northwestern MutualIn Wheaton
Paulson Wealth Management Inc.In Wheaton
Prizm Financial Advisors Inc3.0★ (2)In Wheaton
TIAA Financial Services4.0★ (1)In Wheaton

How we ranked Wheaton financial advisors

We scored 967 Wheaton 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 Wheaton 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 Wheaton: frequently asked questions

Which financial advisor has the highest RFA Score in Wheaton?

By RFA Score, the highest-ranked financial advisor in Wheaton, IL is Old Second National Bank with an RFA Score of 75/100. It has 4.9★ from 1,619 Google reviews. It is open Saturdays until 1 PM. Mutual of Omaha Mortgage (#2) and American Consumer Credit Counseling, Inc. (#3) follow. We ranked 967 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Wheaton?

RankedFinancialAdvisors ranks 967 financial advisors serving Wheaton, IL. 1 of them is based in Wheaton; 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 Wheaton work on weekends?

272 of 967 ranked financial advisors post Saturday hours and 27 post Sunday hours. The highest-ranked open Saturdays are Old Second National Bank (#1), American Consumer Credit Counseling, Inc. (#3) and The Chris Eastman Team - Society Mortgage (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Wheaton financial advisors have?

The median Google rating among 967 rated financial advisors in Wheaton 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 Wheaton count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 967 financial advisors serving Wheaton.
  2. November 2026: 7 duplicate listings merged.

More financial advisors and Wheaton pages