Skip to content

Financial Advisors in Wilmette, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Wilmette: American Consumer Credit Counseling, Inc., RFA Score 76/100; 5.0★ from 2,767 Google reviews; open Saturdays until 8 PM.

  2. 5

    Most-reviewed: Bank of America (with Drive-thru ATM), 494 Google reviews at 4.6★, the most of 761 ranked after American Consumer Credit Counseling, Inc.; ranked #5.

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

761 Wilmette financial advisors are ranked here by RFA Score, from eight published factors. 198 open Saturdays and 21 open Sundays, based on posted hours. The median Google rating is 4.7★ across 761 rated firms.

Top 10 financial advisors in Wilmette 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 Wilmette at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1American Consumer Credit Counseling, Inc.765.0★ (2,767)Chicago, 13 mi awaySat · EveningsTop score
2Bank of America (with Drive-thru ATM)714.6★ (244)Evanston, 3 mi away——
3Zhou Agency714.9★ (330)Chicago, 13 mi away——
4KTax and Accounting715.0★ (235)Wood Dale, 16 mi away——
5Bank of America (with Drive-thru ATM)704.6★ (494)Buffalo Grove, 13 mi awaySatMost reviews
6Marc Jacobson & Associates705.0★ (99)Northbrook, 9 mi away——
7Wilsave Financial705.0★ (96)Des Plaines, 9 mi away——
8TreeLife Financial Solution Corp704.8★ (476)Chicago, 19 mi awaySat—
9NRACPA LLC705.0★ (326)Hoffman Estates, 22 mi away——
10Wealth Financial Services & Tax Advisory704.9★ (167)Buffalo Grove, 14 mi away——

All 761 financial advisors in Wilmette, 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 Zhou Agency

    Based in Chicago, 13 mi away

    71/100RFA Score

    Ranked #3 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

  4. #4 KTax and Accounting

    Based in Wood Dale, 16 mi away

    71/100RFA Score

    Ranked #4 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 Wilsave Financial

    Based in Des Plaines, 9 mi away

    70/100RFA Score

    Ranked #7 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

  9. #9 NRACPA LLC

    Based in Hoffman Estates, 22 mi away

    70/100RFA Score

    Ranked #9 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

  14. #14 STRIDE Financial

    Based in Chicago, 11 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 103 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 103 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1925 N Clybourn Ave Ste 301, Chicago, IL 60614
    View profile for STRIDE Financial(312) 767-9166

  15. #15 IRA Club

    Based in Chicago, 14 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.7★ from 223 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 223 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    67 E Madison St #1510, Chicago, IL 60603
    View profile for IRA Club(312) 795-0988

  22. #22 The Dala Group

    Based in Hoffman Estates, 22 mi away

    68/100RFA Score

    Ranked #22 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

  23. #23 McAdam Financial

    Based in Chicago, 14 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 82 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 82 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    111 W Jackson Blvd Ste 1700, Chicago, IL 60604
    View profile for McAdam Financial(312) 509-4500

  24. #24 Mutual of Omaha Mortgage

    Based in Schaumburg, 17 mi away

    68/100RFA Score

    Ranked #24 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

  25. #25 Alexon Financial

    Based in Glenview, 5 mi away

    68/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    2300 Lehigh Ave #245, Glenview, IL 60026
    View profile for Alexon Financial(773) 798-0153

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

financial advisors in Wilmette, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26US Financial, Ltd.684.8★ (68)9 mi
27Kensington Research and Recovery, Inc.684.7★ (127)14 mi
28Fisher Financial Group LLC675.0★ (34)6 mi
29Goldstone Financial Group674.9★ (147)21 mi
30Michael Basile, CFP® - Financial Advisor675.0★ (32)6 mi
31Beacon Pointe Advisors675.0★ (20)2 mi
32Mika Saunders: Primerica - Financial Services674.9★ (74)16 mi
33Austro Financial Services674.6★ (52)7 mi
34Bank of America Financial Center674.1★ (241)8 mi
35MTD Financial & MTD Wealth Management675.0★ (66)16 mi
36Paramount Tax & Accounting Glendale Heights675.0★ (97)21 mi
37Scott Tucker Solutions, Inc.674.9★ (37)9 mi
38YM TAX CPA | Small Business Accounting & Bookkeeping (Chicago)664.9★ (25)5 mi
39Michael Weinstein - COUNTRY Financial Representative664.9★ (51)14 mi
40Woodfield Financial Advisors, Inc.665.0★ (64)18 mi
41Serenity Wealth Management665.0★ (46)14 mi
42Financial Design Studio, Inc.665.0★ (62)18 mi
43Armor Wealth Group665.0★ (19)5 mi
44B.B. Financial Group665.0★ (51)16 mi
45Everett Wealth Solutions665.0★ (41)14 mi
46Old Second National Bank664.6★ (58)12 mi
47Edward Jones - Financial Advisor: Krishna Kumar, CFP®|CIMA®665.0★ (11)In Wilmette
48F.I.C. - Taxes / Insurance / Retirement664.6★ (34)7 mi
49Karstens Financial664.8★ (95)21 mi
50Preeminence Financial Services Chicago664.8★ (66)17 mi

Also serving Wilmette

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 Wilmette
BusinessGoogle ratingDistance
Aldine Advisors LLCIn Wilmette
Beacon Financial ServicesIn Wilmette
Brian A. Voss5.0★ (2)2 mi
Burling CapitalIn Wilmette
Center for Divorce Financial PlanningIn Wilmette
Chestnut Beach WealthIn Wilmette
ChoreoIn Wilmette
Compass InvestorsIn Wilmette
Edward Jones - Financial Advisor: Sarah A Lehmer, AAMS®In Wilmette
Feldman Advisors, LLCIn Wilmette
Greenbridge StrategiesIn Wilmette
Kumar Wealth Management GroupIn Wilmette
Lifetime Financial Group IncIn Wilmette
Osprey Capital, LLCIn Wilmette
Pomona Lane Partners IncorporatedIn Wilmette
Saint Andrews PartnersIn Wilmette
Savant Wealth Management4.0★ (1)In Wilmette
The Associates GroupIn Wilmette
Wintrust Wealth ManagementIn Wilmette
Your Life Destiny5.0★ (1)In Wilmette

How we ranked Wilmette financial advisors

We scored 761 Wilmette 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 Wilmette 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 Wilmette: frequently asked questions

Which financial advisor has the highest RFA Score in Wilmette?

By RFA Score, the highest-ranked financial advisor in Wilmette, IL is American Consumer Credit Counseling, Inc. with an RFA Score of 76/100. 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 Zhou Agency (#3) follow. We ranked 761 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Wilmette?

RankedFinancialAdvisors ranks 761 financial advisors serving Wilmette, IL. 1 of them is based in Wilmette; 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 Wilmette work on weekends?

198 of 761 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) (#5) and TreeLife Financial Solution Corp (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Wilmette financial advisors have?

The median Google rating among 761 rated financial advisors in Wilmette is 4.7★, 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 Wilmette count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 761 financial advisors serving Wilmette.
  2. November 2026: 6 duplicate listings merged.

More financial advisors and Wilmette pages