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Financial Advisors in Wheeling, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Wheeling: American Consumer Credit Counseling, Inc., RFA Score 74/100; 5.0★ from 2,767 Google reviews; open Saturdays until 8 PM.

  2. 2

    Most-reviewed: Bank of America (with Drive-thru ATM), 494 Google reviews at 4.6★, the most of 819 ranked after American Consumer Credit Counseling, Inc.; ranked #2.

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

819 Wheeling financial advisors are ranked here by RFA Score, from eight published factors. 201 open Saturdays and 21 open Sundays, based on posted hours. The median Google rating is 4.8★ across 819 rated firms.

Top 10 financial advisors in Wheeling 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 Wheeling at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1American Consumer Credit Counseling, Inc.745.0★ (2,767)Chicago, 23 mi awaySat · EveningsTop score
2Bank of America (with Drive-thru ATM)734.6★ (494)Buffalo Grove, 2 mi awaySatMost reviews
3Wealth Financial Services & Tax Advisory734.9★ (167)Buffalo Grove, 3 mi away——
4NRACPA LLC735.0★ (326)Hoffman Estates, 12 mi away——
5KTax and Accounting725.0★ (235)Wood Dale, 11 mi away——
6Marc Jacobson & Associates725.0★ (99)Northbrook, 4 mi away——
7The Dala Group715.0★ (176)Hoffman Estates, 12 mi awaySat—
8Mutual of Omaha Mortgage704.9★ (133)Schaumburg, 9 mi away——
9The Chris Eastman Team - Society Mortgage705.0★ (149)Bloomingdale, 15 mi awaySat · Evenings—
10Wilsave Financial705.0★ (96)Des Plaines, 10 mi away——

All 819 financial advisors in Wheeling, 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.

  4. #4 NRACPA LLC

    Based in Hoffman Estates, 12 mi away

    73/100RFA Score

    Ranked #4 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 KTax and Accounting

    Based in Wood Dale, 11 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 The Dala Group

    Based in Hoffman Estates, 12 mi away

    71/100RFA Score

    Ranked #7 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, 9 mi away

    70/100RFA 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

  10. #10 Wilsave Financial

    Based in Des Plaines, 10 mi away

    70/100RFA Score

    Ranked #10 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

  17. #17 Zhou Agency

    Based in Chicago, 23 mi away

    69/100RFA Score

    Ranked #17 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

  19. #19 US Financial, Ltd.

    Based in Des Plaines, 7 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 68 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 68 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 12 PM–3 PM · Sun closed
    Address
    636 S River Rd #300, Des Plaines, IL 60016
    View profile for US Financial, Ltd.(847) 636-5500

  20. #20 B.B. Financial Group

    Based in Schaumburg, 8 mi away

    68/100RFA 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

  24. #24 C&R Mortgage Corporation

    Based in Niles, 10 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 62 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    7788 N Milwaukee Ave, Niles, IL 60714
    View profile for C&R Mortgage Corporation(847) 966-6700

  25. #25 Sansone CPA & Financial

    Based in Crystal Lake, 22 mi away

    68/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 155 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 155 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    850 S McHenry Ave Ste D, Crystal Lake, IL 60014
    View profile for Sansone CPA & Financial(815) 459-4300

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

financial advisors in Wheeling, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Accounting Freedom685.0★ (52)10 mi
27Alexon Financial685.0★ (39)7 mi
28Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC685.0★ (44)9 mi
29Goldstone Financial Group684.9★ (147)20 mi
30Bank of America (with Drive-thru ATM)674.3★ (194)10 mi
31Fisher Financial Group LLC675.0★ (34)7 mi
32Allworth Financial675.0★ (22)2 mi
33TJ Stearns Financial Planning & Benefits675.0★ (28)5 mi
34Puzzle Wealth Solutions® LLC675.0★ (39)9 mi
35Guardian Wealth Advisory Group675.0★ (107)21 mi
36Vermillion Financial Advisors675.0★ (44)12 mi
37SK Tax Associates674.6★ (102)14 mi
38Savant Wealth Management674.9★ (22)4 mi
39Professional Business Management Inc675.0★ (37)11 mi
40APC Financial Group, Ltd.674.8★ (26)5 mi
41North Shore Asset Management and Tax Advisory, Inc.674.9★ (43)12 mi
42STRIDE Financial674.9★ (103)21 mi
43IRA Club674.7★ (223)24 mi
44Leading Edge Wealth Management, LLC665.0★ (24)7 mi
45Edward Jones - Financial Advisor: Nick Parker, CFP®|AAMS™|CRPC™664.9★ (39)11 mi
46Kaizen CPAs + Advisors664.9★ (120)24 mi
47Apollon Wealth Management664.6★ (52)10 mi
48Rocco Martinelli - COUNTRY Financial Representative664.9★ (36)11 mi
49Bank of America (with Drive-thru ATM)664.8★ (74)17 mi
50Stenger Family Office | Chicago Financial Advisor665.0★ (89)23 mi

Also serving Wheeling

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 Wheeling
BusinessGoogle ratingDistance
AXA Advisors3.0★ (2)3 mi
Bankers Life5.0★ (2)1 mi
Edward Jones - Financial Advisor: Derek J Wichman, CFP®|AAMS®5.0★ (2)4 mi
Edward Jones - Financial Advisor: Gary E Heymann5.0★ (2)5 mi
Edward Jones - Financial Advisor: Omar H Zaki, CFP®|AAMS®|CRPC™5.0★ (2)3 mi
Edward Jones - Financial Advisor: Saad M Alhiti, AAMS®|CRPC™5.0★ (2)3 mi
Edward Jones - Financial Advisor: Xander Horwitz, CFP®|CEPA®3.0★ (2)2 mi
Edward Jones - Financial Advisor: Yev Kozachuk, CFP®5.0★ (2)4 mi
Equity Building Financial5.0★ (2)5 mi
Fifth Third Securities - Eric AndersIn Wheeling
Goldman Sachs Personal Financial Management North Shore3.0★ (2)5 mi
Horwitz & Associates5.0★ (2)3 mi
Mann Associates, Inc.3.0★ (2)4 mi
Morgan Stanley Financial Advisors5.0★ (2)4 mi
Nadler Financial Group4.5★ (2)4 mi
Phase 3 Advisory Services, Ltd4.5★ (2)3 mi
Profit Planners LLCIn Wheeling
Resource Insurance Advisors, Inc5.0★ (2)4 mi
U.S. Bancorp Advisors - Financial Advisors: WheelingIn Wheeling
VDA Capital Group, Inc5.0★ (2)In Wheeling

How we ranked Wheeling financial advisors

We scored 819 Wheeling 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 Wheeling 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 Wheeling: frequently asked questions

Which financial advisor has the highest RFA Score in Wheeling?

By RFA Score, the highest-ranked financial advisor in Wheeling, IL is American Consumer Credit Counseling, Inc. with an RFA Score of 74/100. It has 5.0★ from 2,767 Google reviews. It is open Saturdays until 8 PM. Bank of America (with Drive-thru ATM) (#2) and Wealth Financial Services & Tax Advisory (#3) follow. We ranked 819 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Wheeling?

RankedFinancialAdvisors ranks 819 financial advisors serving Wheeling, IL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Wheeling work on weekends?

201 of 819 ranked financial advisors post Saturday hours and 21 post Sunday hours. The highest-ranked open Saturdays are American Consumer Credit Counseling, Inc. (#1), Bank of America (with Drive-thru ATM) (#2) and The Dala Group (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Wheeling financial advisors have?

The median Google rating among 819 rated financial advisors in Wheeling is 4.8★, with a median of 11 reviews. American Consumer Credit Counseling, Inc. has the most, 2,767 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 Wheeling count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 819 financial advisors serving Wheeling.
  2. November 2026: 7 duplicate listings merged.

More financial advisors and Wheeling pages