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Financial Planners in McHenry, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in McHenry: Sansone CPA & Financial, RFA Score 74/100; 5.0★ from 155 Google reviews.

  2. 3

    Most-reviewed: Bank of America (with Drive-thru ATM), 494 Google reviews at 4.6★, the most of 223 ranked; ranked #3.

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

223 McHenry financial planners are ranked here by RFA Score, from eight published factors. 75 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.8★ across 223 rated firms.

Top 10 financial planners in McHenry 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 McHenry at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sansone CPA & Financial745.0★ (155)Crystal Lake, 9 mi away—Top score
2NRACPA LLC735.0★ (326)Hoffman Estates, 19 mi away——
3Bank of America (with Drive-thru ATM)714.6★ (494)Buffalo Grove, 20 mi awaySatMost reviews
4Kaizen CPAs + Advisors714.9★ (120)Antioch, 13 mi away——
5The Dala Group715.0★ (176)Hoffman Estates, 20 mi awaySat—
6Wealth Financial Services & Tax Advisory714.9★ (167)Buffalo Grove, 19 mi away——
7Briggs Financial Inc.705.0★ (59)Round Lake Beach, 11 mi awaySat · Sun · Evenings—
8Guardian Wealth Advisory Group695.0★ (107)Elgin, 21 mi away——
9Mutual of Omaha Mortgage694.9★ (133)Schaumburg, 23 mi away——
10Jason Shreeves - COUNTRY Financial Representative695.0★ (20)McHenry——

All 223 financial planners in McHenry, 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 McHenry

    #1 Sansone CPA & Financial

    Based in Crystal Lake, 9 mi away

    74/100RFA Score

    Ranked #1 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

  2. #2 NRACPA LLC

    Based in Hoffman Estates, 19 mi away

    73/100RFA 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
    View profile for NRACPA LLC(847) 852-1400

  4. #4 Kaizen CPAs + Advisors

    Based in Antioch, 13 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 120 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    1555 Main St, Antioch, IL 60002
    View profile for Kaizen CPAs + Advisors(847) 395-6000

  5. #5 The Dala Group

    Based in Hoffman Estates, 20 mi away

    71/100RFA Score

    Ranked #5 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

  7. #7 Briggs Financial Inc.

    Based in Round Lake Beach, 11 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    256 E Cherry Cove Ln, Round Lake Beach, IL 60073
    View profile for Briggs Financial Inc.(517) 242-7804

  9. #9 Mutual of Omaha Mortgage

    Based in Schaumburg, 23 mi away

    69/100RFA Score

    Ranked #9 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

  12. #12 Accounting Freedom

    Based in Mundelein, 14 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    469 N Lake St, Mundelein, IL 60060
    View profile for Accounting Freedom(847) 949-8373

  13. #13 WealthCamp Advisors

    Based in Crystal Lake, 4 mi away

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1805 Nish Rd, Crystal Lake, IL 60012
    View profile for WealthCamp Advisors(815) 455-7622

  19. #19 Landmark Credit Union

    Based in McHenry

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.2★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 23 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1689 Curran Rd, McHenry, IL 60050
    View profile for Landmark Credit Union(262) 796-4500

  23. #23 Apollon Wealth Management

    Based in Barrington, 16 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 52 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1531 S Grove Ave #206, Barrington, IL 60010
    View profile for Apollon Wealth Management(847) 713-8070

  25. #25 Monotelo Advisors Inc

    Based in Elgin, 18 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2250 Point Blvd #210, Elgin, IL 60123
    View profile for Monotelo Advisors Inc(847) 923-9015

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

financial planners in McHenry, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Bob Gajewski Jr665.0★ (32)16 mi
27Brant Spreitzer - COUNTRY Financial Representative664.8★ (21)8 mi
28B.B. Financial Group665.0★ (51)22 mi
29SK Tax Associates664.6★ (102)24 mi
30Jason Coroneos - COUNTRY Financial Representative665.0★ (27)14 mi
31Livingston Taxes664.8★ (57)21 mi
32Integrity Financial665.0★ (8)In McHenry
33The Tranel Financial Group664.9★ (32)16 mi
34Shoreline Financial Partners665.0★ (56)25 mi
35Matthew Bruner - COUNTRY Financial Advisor---CERTIFIED FINANCIAL PLANNER™665.0★ (25)14 mi
36Fraser Wealth Management664.6★ (20)8 mi
37Rodgers Financial Group664.9★ (16)8 mi
38FNBO664.6★ (36)15 mi
39Downey Financial Group654.7★ (60)24 mi
40Faltax Accounting Services Inc.655.0★ (16)11 mi
41Old Second National Bank654.6★ (78)25 mi
42Brian Luedke - Forward Wealth Group654.3★ (6)In McHenry
43Old Second National Bank654.9★ (32)21 mi
44Michael Chae - COUNTRY Financial Agent645.0★ (4)In McHenry
45Tru Financial Strategies644.8★ (27)18 mi
46Derek Hartmann - Wealth Advisor At Fraser Wealth Management645.0★ (6)4 mi
47Ed Macek - COUNTRY Financial Representative644.7★ (17)13 mi
48The Cornerstone Financial Group, Inc.645.0★ (8)7 mi
49David Keller - COUNTRY Financial Representative645.0★ (9)9 mi
50Bob Riedel - COUNTRY Financial Representative645.0★ (18)17 mi

Also serving McHenry

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 McHenry
BusinessGoogle ratingDistance
Allendale Inc5.0★ (3)In McHenry
Axcess InvestmentsIn McHenry
Beacon Wealth AdvisorsIn McHenry
Benjamin F. Edwards5.0★ (2)9 mi
Cameron Karney - COUNTRY Financial Agent5.0★ (1)In McHenry
Clarity Group Midwest5.0★ (1)In McHenry
Cliff Hunn - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)7 mi
Edward Jones - Financial Advisor: David Lammers, CFP®4.6★ (19)In McHenry
Edward Jones - Financial Advisor: Jeffrey A Kline, AAMS®5.0★ (1)In McHenry
Jim Coshun - LaSalle St. SecuritiesIn McHenry
John Reakes - Old National Wealth AdvisorsIn McHenry
Kelly L Tischart - Financial Advisor, Ameriprise Financial Services, LLCIn McHenry
Ki Chung - COUNTRY Financial Representative5.0★ (2)9 mi
Northwestern Mutual5.0★ (1)In McHenry
Northwestern Mutual - Keith SpengelIn McHenry
Professional Wealth Advisors, LLC5.0★ (2)7 mi
Robert Sitkiewicz - COUNTRY Financial Agent3.5★ (2)13 mi
Stonemason Financial LLCIn McHenry
Symphony FinancialIn McHenry
Wintrust Wealth ManagementIn McHenry

How we ranked McHenry financial planners

We scored 223 McHenry 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 McHenry 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 McHenry: frequently asked questions

Which financial planner has the highest RFA Score in McHenry?

By RFA Score, the highest-ranked financial planner in McHenry, IL is Sansone CPA & Financial with an RFA Score of 74/100. It has 5.0★ from 155 Google reviews. NRACPA LLC (#2) and Bank of America (with Drive-thru ATM) (#3) follow. We ranked 223 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in McHenry?

RankedFinancialAdvisors ranks 223 financial planners serving McHenry, IL. 6 of them are based in McHenry; 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 McHenry work on weekends?

75 of 223 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#3), The Dala Group (#5) and Briggs Financial Inc. (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do McHenry financial planners have?

The median Google rating among 223 rated financial planners in McHenry is 4.8★, with a median of 15 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 McHenry count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 223 financial planners serving McHenry.

More financial planners and McHenry pages