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Financial Planners in Lemont, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lemont: Old Second National Bank, RFA Score 74/100; 4.9★ from 1,619 Google reviews; open Saturdays until 1 PM.

  2. 4

    Most-reviewed: TreeLife Financial Solution Corp, 476 Google reviews at 4.8★, the most of 511 ranked after Old Second National Bank; ranked #4.

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

511 Lemont financial planners are ranked here by RFA Score, from eight published factors. 189 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.5★ across 511 rated firms.

Top 10 financial planners in Lemont 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 Lemont at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Old Second National Bank744.9★ (1,619)Aurora, 17 mi awaySatTop score
2Mutual of Omaha Mortgage724.9★ (314)Lombard, 12 mi away——
3Prime Credit Advisors724.9★ (217)Orland Park, 9 mi awaySat · Sun · Evenings—
4TreeLife Financial Solution Corp724.8★ (476)Chicago, 15 mi awaySatMost reviews
5Pensinger Financial, Inc.715.0★ (66)Lemont——
6Old Second National Bank714.8★ (123)Darien, 5 mi awaySat—
7Ashraf Gerges - COUNTRY Financial Representative705.0★ (130)Aurora, 12 mi away——
8Goldstone Financial Group704.9★ (147)Chicago, 12 mi awaySat—
9KTax and Accounting695.0★ (235)Wood Dale, 22 mi away——
10Bank of America (with Drive-thru ATM)694.4★ (143)Bolingbrook, 4 mi away——

All 511 financial planners in Lemont, 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 Lemont

    #1 Old Second National Bank

    Based in Aurora, 17 mi away

    74/100RFA 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

  3. #3 Prime Credit Advisors

    Based in Orland Park, 9 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 217 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 217 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    15255 S 94th Ave 5th fl, Orland Park, IL 60462
    View profile for Prime Credit Advisors(708) 761-4844

  6. #6 Old Second National Bank

    Based in Darien, 5 mi away

    71/100RFA Score

    Ranked #6 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

  8. #8 Goldstone Financial Group

    Based in Chicago, 12 mi away

    70/100RFA 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

  9. #9 KTax and Accounting

    Based in Wood Dale, 22 mi away

    69/100RFA Score

    Ranked #9 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

  11. #11 Zhou Agency

    Based in Chicago, 25 mi away

    69/100RFA Score

    Ranked #11 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

  15. #15 Karstens Financial

    Based in Hinsdale, 11 mi away

    69/100RFA Score

    Ranked #15 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

  21. #21 Old Second National Bank

    Based in Bolingbrook, 4 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.6★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 36 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
    672 E Boughton Rd, Bolingbrook, IL 60440
    View profile for Old Second National Bank(877) 866-0202

  22. #22 Old Second National Bank

    Based in Bolingbrook, 6 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.6★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 44 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
    1104 W Boughton Rd, Bolingbrook, IL 60440
    View profile for Old Second National Bank(877) 866-0202

  24. #24 Old Second National Bank

    Based in Aurora, 16 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.7★ from 91 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 91 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
    1350 N Farnsworth Ave, Aurora, IL 60505
    View profile for Old Second National Bank(877) 866-0202

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

financial planners in Lemont, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26BMO Bank N.A Branches664.6★ (63)11 mi
27Bank of America (with Drive-thru ATM)664.4★ (93)11 mi
28Snyder Insurance & Financial Services664.4★ (47)6 mi
29Wilsave Financial665.0★ (96)24 mi
30Carreon Solutions665.0★ (27)8 mi
31Jack Schiltz - COUNTRY Financial Representative664.9★ (51)15 mi
32Old Second National Bank664.7★ (84)18 mi
33Creative Planning664.9★ (39)12 mi
34STRIDE Financial664.9★ (103)24 mi
35Old Second National Bank664.6★ (54)11 mi
36McAdam Financial665.0★ (82)24 mi
37DeRose Financial Planning Group665.0★ (77)23 mi
38Old Second National Bank664.6★ (83)16 mi
39Streamline Financial Services654.7★ (48)13 mi
40Old Second National Bank654.3★ (48)7 mi
41Old Second National Bank654.9★ (58)18 mi
42Shoaibi Financial Services655.0★ (28)10 mi
43Alpha Wealth Group655.0★ (30)11 mi
44F5 Financial655.0★ (29)10 mi
45SC Wealth Advisors655.0★ (33)12 mi
46Falcon Wealth Planning654.8★ (40)12 mi
47Susan S. Lewis Ltd654.1★ (91)9 mi
48Advanced Planning Advisors Group inc.655.0★ (29)11 mi
49Old Second National Bank654.9★ (39)14 mi
50Old Second National Bank654.6★ (49)12 mi

Also serving Lemont

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 Lemont
BusinessGoogle ratingDistance
Edward Jones - Financial Advisor: Brad Grcevic, CFP®|CEPA®5.0★ (1)In Lemont
Edward Jones - Financial Advisor: Logan J Watta, CFP®|AAMS®In Lemont
Edward Jones - Financial Advisor: Tim Nelson, CFP®|CFA®In Lemont
Edward Jones - Financial Advisor: Tonya AlmondIn Lemont
Fifth Third Securities - Michael Youakim3.0★ (2)6 mi
First Light FinancialIn Lemont
FIZYX Investment GroupIn Lemont
Glotzbach Financial Management: Ted GlotzbachIn Lemont
Hallmark Financials Asset Wealth Management. LLC.5.0★ (2)4 mi
McCabe Financial Group4.0★ (2)8 mi
Mike Shackel - ThriventIn Lemont
Mike Shackel - Thrivent FinancialIn Lemont
MPS LORIA Financial Planners, LLC5.0★ (2)7 mi
Nawrocki Joseph AIn Lemont
Nick Zegar - COUNTRY Financial Agent1.0★ (2)6 mi
Parker Wealth Management GroupIn Lemont
Pro Planners IncIn Lemont
Raymond James | Hunziker & Associates5.0★ (1)In Lemont
Urban Investment Research Corporation5.0★ (2)In Lemont
William Thompson - COUNTRY Financial Agent1.0★ (1)In Lemont

How we ranked Lemont financial planners

We scored 511 Lemont 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 Lemont 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 Lemont: frequently asked questions

Which financial planner has the highest RFA Score in Lemont?

By RFA Score, the highest-ranked financial planner in Lemont, IL is Old Second National Bank with an RFA Score of 74/100. It has 4.9★ from 1,619 Google reviews. It is open Saturdays until 1 PM. Mutual of Omaha Mortgage (#2) and Prime Credit Advisors (#3) follow. We ranked 511 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Lemont?

RankedFinancialAdvisors ranks 511 financial planners serving Lemont, IL. 1 of them is based in Lemont; 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 Lemont work on weekends?

189 of 511 ranked financial planners post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Old Second National Bank (#1), Prime Credit Advisors (#3) and TreeLife Financial Solution Corp (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lemont financial planners have?

The median Google rating among 511 rated financial planners in Lemont is 4.5★, with a median of 14 reviews. Old Second National Bank has the most, 1,619 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 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 Lemont count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 511 financial planners serving Lemont.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Lemont pages