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Financial Planners in Lisle, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lisle: Old Second National Bank, RFA Score 76/100; 4.9★ from 1,619 Google reviews; open Saturdays until 1 PM.

  2. 7

    Most-reviewed: TreeLife Financial Solution Corp, 476 Google reviews at 4.8★, the most of 624 ranked after Old Second National Bank; ranked #7.

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

624 Lisle financial planners are ranked here by RFA Score, from eight published factors. 216 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 4.5★ across 624 rated firms.

Top 10 financial planners in Lisle 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 Lisle at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Old Second National Bank764.9★ (1,619)Aurora, 13 mi awaySatTop score
2Mutual of Omaha Mortgage744.9★ (314)Lombard, 4 mi away——
3Goldstone Financial Group724.9★ (147)Chicago, 6 mi awaySat—
4Connor & Gallagher OneSource (CGO)724.9★ (88)Lisle——
5KTax and Accounting725.0★ (235)Wood Dale, 14 mi away——
6Ashraf Gerges - COUNTRY Financial Representative715.0★ (130)Aurora, 8 mi away——
7TreeLife Financial Solution Corp714.8★ (476)Chicago, 16 mi awaySatMost reviews
8The Chris Eastman Team - Society Mortgage715.0★ (149)Bloomingdale, 11 mi awaySat · Evenings—
9NRACPA LLC715.0★ (326)Hoffman Estates, 19 mi away——
10Old Second National Bank704.8★ (123)Darien, 7 mi awaySat—

All 624 financial planners in Lisle, 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 Lisle

    #1 Old Second National Bank

    Based in Aurora, 13 mi away

    76/100RFA 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 Goldstone Financial Group

    Based in Chicago, 6 mi away

    72/100RFA Score

    Ranked #3 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

  5. #5 KTax and Accounting

    Based in Wood Dale, 14 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

  9. #9 NRACPA LLC

    Based in Hoffman Estates, 19 mi away

    71/100RFA 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

  10. #10 Old Second National Bank

    Based in Darien, 7 mi away

    70/100RFA Score

    Ranked #10 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

  13. #13 Prime Credit Advisors

    Based in Orland Park, 17 mi away

    70/100RFA Score

    Ranked #13 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

  15. #15 The Dala Group

    Based in Hoffman Estates, 19 mi away

    69/100RFA Score

    Ranked #15 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

  16. #16 Karstens Financial

    Based in Hinsdale, 8 mi away

    69/100RFA Score

    Ranked #16 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

  17. #17 Zhou Agency

    Based in Chicago, 24 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

  20. #20 Mutual of Omaha Mortgage

    Based in Schaumburg, 17 mi away

    68/100RFA Score

    Ranked #20 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 Old Second National Bank

    Based in Glendale Heights, 8 mi away

    68/100RFA Score

    Ranked #21 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

  22. #22 Pensinger Financial, Inc.

    Based in Lemont, 11 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 66 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–3:30 PM · Sat–Sun closed
    Address
    1312 Krystyna Pl, Lemont, IL 60439
    View profile for Pensinger Financial, Inc.(630) 754-7580

  23. #23 Old Second National Bank

    Based in Aurora, 11 mi away

    68/100RFA Score

    Ranked #23 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 624 ranked financial planners here; the rest are on their profiles.

financial planners in Lisle, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wilsave Financial685.0★ (96)18 mi
27Alpha Wealth Group685.0★ (30)3 mi
28Old Second National Bank684.9★ (32)3 mi
29Guardian Wealth Advisory Group675.0★ (107)21 mi
30Advanced Planning Advisors Group inc.675.0★ (29)3 mi
31Fiduciary Financial Partners, LLC675.0★ (26)3 mi
32Falcon Wealth Planning674.8★ (40)6 mi
33Creative Planning674.9★ (39)7 mi
34F5 Financial675.0★ (29)4 mi
35DeRose Financial Planning Group675.0★ (77)17 mi
36Old Second National Bank674.6★ (54)6 mi
37SC Wealth Advisors675.0★ (33)7 mi
38SK Tax Associates674.6★ (102)14 mi
39Kubiak & Kubiak Wealth Management675.0★ (64)17 mi
40Dr. Pat Pachciarz® | The Pinnacle Group675.0★ (44)12 mi
41Old Second National Bank674.9★ (39)9 mi
42Old Second National Bank664.6★ (44)7 mi
43Old Second National Bank664.6★ (83)14 mi
44STRIDE Financial664.9★ (103)23 mi
45Old Second National Bank664.6★ (78)14 mi
46Old Second National Bank664.6★ (36)6 mi
47Snyder Insurance & Financial Services664.4★ (47)6 mi
48Orazio Difruscolo - COUNTRY Financial Representative665.0★ (43)14 mi
49McAdam Financial665.0★ (82)23 mi
50B.B. Financial Group665.0★ (51)18 mi

Also serving Lisle

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 Lisle
BusinessGoogle ratingDistance
Chicago Capital Management Advisors, LLCIn Lisle
Crosstown Financial Advisors - Ameriprise Financial Services, LLC5.0★ (2)In Lisle
Edward Jones - Financial Advisor: Denise M Pacione5.0★ (2)In Lisle
Eric Van Ness, MBA, CFP® Waddell & Reed5.0★ (32)In Lisle
Jose Martinez - COUNTRY Financial Representative5.0★ (1)In Lisle
Kathy Morrissy - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Lisle
Merrill Lynch Wealth Management5.0★ (1)In Lisle
Mission Wealth5.0★ (6)In Lisle
Opus Wealth Management Group5.0★ (2)In Lisle
Pulse Financial Services5.0★ (1)In Lisle
Takaful Wealth Management5.0★ (1)In Lisle
The Lymangood Group - Morgan Stanley5.0★ (1)In Lisle
Thrivent Financial Lutherans5.0★ (1)In Lisle
TriFound5.0★ (1)In Lisle
U.S. Bancorp Advisors - Financial Advisors: LisleIn Lisle
U.S. Bancorp Advisors - Financial Advisors: Rocco Difranco1.0★ (1)In Lisle
U.S. Bank – Wealth Management Banker: Marco Iglesias5.0★ (1)In Lisle
Voyage Financial Group - Ameriprise Financial Services, LLC5.0★ (2)In Lisle
Woodbury Financial Services Inc5.0★ (1)In Lisle
Zachary Kraus Mortgage Lending Team #5024225.0★ (229)In Lisle

How we ranked Lisle financial planners

We scored 624 Lisle 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 Lisle 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 Lisle: frequently asked questions

Which financial planner has the highest RFA Score in Lisle?

By RFA Score, the highest-ranked financial planner in Lisle, IL is Old Second National Bank with an RFA Score of 76/100. It has 4.9★ from 1,619 Google reviews. It is open Saturdays until 1 PM. Mutual of Omaha Mortgage (#2) and Goldstone Financial Group (#3) follow. We ranked 624 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Lisle?

RankedFinancialAdvisors ranks 624 financial planners serving Lisle, IL. 1 of them is based in Lisle; 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 Lisle work on weekends?

216 of 624 ranked financial planners post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are Old Second National Bank (#1), Goldstone Financial Group (#3) and TreeLife Financial Solution Corp (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lisle financial planners have?

The median Google rating among 624 rated financial planners in Lisle is 4.5★, with a median of 15 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 Lisle count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 624 financial planners serving Lisle.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Lisle pages