Skip to content

Financial Planners in Des Plaines, IL: 2026 rankings

578 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Des Plaines: KTax and Accounting, RFA Score 75/100; 5.0★ from 235 Google reviews.

  2. 3

    Most-reviewed: Bank of America (with Drive-thru ATM), 494 Google reviews at 4.6★, the most of 578 ranked; ranked #3.

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

578 Des Plaines financial planners are ranked here by RFA Score, from eight published factors. 178 open Saturdays and 10 open Sundays, based on posted hours. The median Google rating is 4.6★ across 578 rated firms.

Top 10 financial planners in Des Plaines 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 planners in Des Plaines at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1KTax and Accounting755.0★ (235)Wood Dale, 7 mi away—Top score
2NRACPA LLC755.0★ (326)Hoffman Estates, 14 mi away——
3Bank of America (with Drive-thru ATM)744.6★ (494)Buffalo Grove, 9 mi awaySatMost reviews
4Wilsave Financial745.0★ (96)Des Plaines——
5Mutual of Omaha Mortgage734.9★ (314)Lombard, 15 mi away——
6TreeLife Financial Solution Corp734.8★ (476)Chicago, 18 mi awaySat—
7Zhou Agency734.9★ (330)Chicago, 17 mi away——
8Wealth Financial Services & Tax Advisory734.9★ (167)Buffalo Grove, 10 mi away——
9The Chris Eastman Team - Society Mortgage735.0★ (149)Bloomingdale, 11 mi awaySat · Evenings—
10The Dala Group725.0★ (176)Hoffman Estates, 14 mi awaySat—

All 578 financial planners in Des Plaines, 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 Des Plaines

    Based in Wood Dale, 7 mi away

    75/100RFA 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
  2. Based in Hoffman Estates, 14 mi away

    75/100RFA 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
  3. Based in Des Plaines

    74/100RFA Score

    Ranked #4 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
  4. Based in Chicago, 17 mi away

    73/100RFA Score

    Ranked #7 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
  5. Based in Hoffman Estates, 14 mi away

    72/100RFA Score

    Ranked #10 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
  6. Based in Schaumburg, 9 mi away

    72/100RFA Score

    Ranked #11 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
  7. Based in Chicago, 14 mi away

    71/100RFA Score

    Ranked #15 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
  8. Based in Chicago, 14 mi away

    70/100RFA Score

    Ranked #19 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
  9. Based in Schaumburg, 8 mi away

    69/100RFA Score

    Ranked #21 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
  10. Based in Chicago, 17 mi away

    69/100RFA 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
  11. Based in Glenview, 6 mi away

    69/100RFA 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

Financial planners 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 578 ranked financial planners here; the rest are on their profiles.

financial planners in Des Plaines, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Karstens Financial694.8★ (95)15 mi
27Michael Weinstein - COUNTRY Financial Representative694.9★ (51)8 mi
28Scott Tucker Solutions, Inc.694.9★ (37)4 mi
29SK Tax Associates694.6★ (102)12 mi
30Roberto Martinez - COUNTRY Financial Agent694.9★ (61)12 mi
31Old Second National Bank684.7★ (84)13 mi
32Guardian Wealth Advisory Group685.0★ (107)22 mi
33Connor & Gallagher OneSource (CGO)684.9★ (88)18 mi
34Old Second National Bank684.8★ (123)21 mi
35Old Second National Bank684.8★ (42)6 mi
36Jack Schiltz - COUNTRY Financial Representative684.9★ (51)11 mi
37The Money Team Wealth Management- Northwestern Mutual Rob Dalaskey CLU ChFC RICP685.0★ (57)15 mi
38Everett Wealth Solutions685.0★ (41)11 mi
39Old Second National Bank684.6★ (58)10 mi
40Austro Financial Services674.6★ (52)9 mi
41TJ Stearns Financial Planning & Benefits675.0★ (28)6 mi
42APC Financial Group, Ltd.674.8★ (26)4 mi
43Bankers Life674.6★ (29)4 mi
44Michael Basile, CFP® - Financial Advisor675.0★ (32)10 mi
45Leading Edge Wealth Management, LLC675.0★ (24)6 mi
46Bank of America (with Drive-thru ATM)673.9★ (102)6 mi
47Accounting Freedom675.0★ (52)18 mi
48Eric Miller - COUNTRY Financial Representative674.9★ (76)22 mi
49Old Second National Bank674.6★ (78)17 mi
50One Team One Dream Financial Services664.7★ (100)23 mi

Also serving Des Plaines

20 more financial planners 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 planners serving Des Plaines
BusinessGoogle ratingDistance
Alchemy Financial Group5.0★ (1)In Des Plaines
Atom Group Company5.0★ (3)In Des Plaines
Edward Jones - Financial Advisor: Christina Chervenak5.0★ (1)In Des Plaines
Edward Jones - Financial Advisor: Jody L Christman5.0★ (4)In Des Plaines
Edward Jones - Financial Advisor: Nancy M Reiser, CFP®|AAMS®|CRPC™5.0★ (1)In Des Plaines
Edward Jones - Financial Advisor: Scott M Seifert, CFP®5.0★ (2)In Des Plaines
Edward Jones - Financial Advisor: Will Brown, CFP®|AAMS®5.0★ (4)In Des Plaines
Edward Jones - Financial Advisor: Yev Kozachuk, CFP®5.0★ (2)In Des Plaines
Esther Rades: Primerica - Financial Services5.0★ (1)In Des Plaines
Francis Imbuido: Primerica - Financial Services5.0★ (7)In Des Plaines
GP Financial5.0★ (6)In Des Plaines
Kellie Perrault - Old National Wealth AdvisorsIn Des Plaines
Kenora Financial5.0★ (2)In Des Plaines
MVP Financial Team LLCIn Des Plaines
Platinum Wealth Solutions, LLC5.0★ (1)In Des Plaines
Prudential | Bob Mills | Life Insurance & Financial Services4.0★ (1)In Des Plaines
Securian Retirement Services1.0★ (1)In Des Plaines
US Financial, Ltd.4.8★ (68)In Des Plaines
Victor Manuel Rivera: Primerica - Financial Services5.0★ (1)In Des Plaines
Wells Fargo Advisors Financial Network3.4★ (5)In Des Plaines

How we ranked Des Plaines financial planners

We scored 578 Des Plaines financial planners 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 Des Plaines 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Des Plaines: frequently asked questions

Which financial planner has the highest RFA Score in Des Plaines?

By RFA Score, the highest-ranked financial planner in Des Plaines, IL is KTax and Accounting with an RFA Score of 75/100. It has 5.0★ from 235 Google reviews. NRACPA LLC (#2) and Bank of America (with Drive-thru ATM) (#3) follow. We ranked 578 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Des Plaines?

RankedFinancialAdvisors ranks 578 financial planners serving Des Plaines, IL. 1 of them is based in Des Plaines; 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 planners in Des Plaines work on weekends?

178 of 578 ranked financial planners post Saturday hours and 10 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#3), TreeLife Financial Solution Corp (#6) and The Chris Eastman Team - Society Mortgage (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Des Plaines financial planners have?

The median Google rating among 578 rated financial planners in Des Plaines is 4.6★, with a median of 13 reviews. Bank of America (with Drive-thru ATM) has the most, 494 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 planners?

Each financial planner 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 planners outside Des Plaines count in this ranking?

Yes, if they are within 25 mi of the Des Plaines city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Des Plaines ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Des Plaines 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 planners 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 Des Plaines

  1. November 2026: RFA Scores recalculated for 578 financial planners serving Des Plaines.
  2. November 2026: 2 duplicate listings merged.