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Financial Planners in Morton, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Morton: Amanda Seelye - COUNTRY Financial Agent, RFA Score 77/100; 5.0★ from 221 Google reviews.

  2. 3

    Most-reviewed: Josh Riekena - COUNTRY Financial Representative, 240 Google reviews at 5.0★, the most of 36 ranked; ranked #3.

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

36 Morton financial planners are ranked here by RFA Score, from eight published factors. 5 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 36 rated firms.

Top 10 financial planners in Morton 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 Morton at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Amanda Seelye - COUNTRY Financial Agent775.0★ (221)Pekin, 9 mi awayTop score
2210 Financial775.0★ (81)Morton—
3Josh Riekena - COUNTRY Financial Representative755.0★ (240)Peoria, 16 mi awayMost reviews
4Eagle Ridge Wealth Advisors725.0★ (17)Morton—
5Kris Goergen - COUNTRY Financial Representative725.0★ (16)Morton—
6RP Zeigler Investments, Inc.725.0★ (61)Peoria, 15 mi away—
7Lori Venovich - COUNTRY Financial Representative725.0★ (14)Morton—
8Edward Jones - Financial Advisor: Austin Sanford, CEPA®, AAMS™715.0★ (25)Peoria, 9 mi away—
9John Zaiser - COUNTRY Financial Representative714.9★ (11)Morton—
10Creekmur Wealth Advisors715.0★ (9)Morton—

All 36 financial planners in Morton, 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.

  2. #2 210 Financial

    Based in Morton

    77/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 81 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    100 Yordy Rd B, Morton, IL 61550
    View profile for 210 Financial(309) 263-1333

  15. #15 Heights Wealth Management

    Based in Canton, 11 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    4810 N Prospect Rd, Peoria Heights, IL 61616
    View profile for Heights Wealth Management(309) 501-2274

  17. #17 John Graham & Associates

    Based in East Peoria, 7 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    300 E Washington St suite 4, East Peoria, IL 61611
    View profile for John Graham & Associates(309) 699-6608

  18. #18 Busey Bank

    Based in East Peoria, 7 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.6★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 20 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    118 Cole St, East Peoria, IL 61611
    View profile for Busey Bank(309) 698-1432

  21. #21 Clarity Group Midwest

    Based in East Peoria, 6 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8 AM–4:45 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    2515 E Washington St, East Peoria, IL 61611
    View profile for Clarity Group Midwest(309) 966-1425

  24. #24 Busey

    Based in Peoria, 9 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.1★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 14 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    405 N William Kumpf Blvd, Peoria, IL 61605
    View profile for Busey(309) 494-6544

  25. #25 First Mid Bank & Trust

    Based in Peoria, 12 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 8 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    4530 N University St, Peoria, IL 61614
    View profile for First Mid Bank & Trust(309) 687-6001

All 36 financial planners

#1 to #25 are shown in full above. Here are #26 to #36, in RFA Score order; each links to its profile.

financial planners in Morton, ranks 26 to 36
RankBusinessRFA ScoreGoogle ratingDistance
26KB Elliott665.0★ (3)9 mi
27WestPoint Financial Group665.0★ (3)9 mi
28Steve Weers; CPA, CFP655.0★ (4)13 mi
29Baird Private Wealth Management653.6★ (5)11 mi
30Breeden & Associates,Ltd655.0★ (4)13 mi
31Savant Wealth Management655.0★ (4)15 mi
32Brian Osmulski - COUNTRY Financial Representative645.0★ (4)16 mi
33Busey Bank642.5★ (25)9 mi
34Bankers Life644.0★ (4)15 mi
35Everence Financial635.0★ (3)17 mi
36Busey Bank563.4★ (36)12 mi

Also serving Morton

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 Morton
BusinessGoogle ratingDistance
Amy Herring - ThriventIn Morton
Churchill Wealth Management4.0★ (2)In Morton
Doug Schaffnit - Financial ConsultantIn Morton
Edward Jones - Financial Advisor: Adam M Spangler, CFP®5.0★ (1)In Morton
Edward Jones - Financial Advisor: Allan B Hart, AAMS®In Morton
Edward Jones - Financial Advisor: Courtney Nussbaum, ChFC®In Morton
Edward Jones - Financial Advisor: Luke Porritt5.0★ (3)In Morton
Exponent Group - ThriventIn Morton
Financial Advisor NorthbrookIn Morton
Greg Nichols - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Morton
Northwestern Mutual5.0★ (2)9 mi
Raymond James Financial ServicesIn Morton
Raymond James Financial ServicesIn Morton
Safe Harbor Financial Group, Inc.5.0★ (2)7 mi
Schaffnit GroupIn Morton
Tony Escobar - ThriventIn Morton
Tyrus MeissIn Morton
Water Street Solutions3.0★ (2)9 mi
Whitaker Wealth Management Services, LLCIn Morton
Witzig Financial StrategiesIn Morton

How we ranked Morton financial planners

We scored 36 Morton 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 Morton 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 Morton: frequently asked questions

Which financial planner has the highest RFA Score in Morton?

By RFA Score, the highest-ranked financial planner in Morton, IL is Amanda Seelye - COUNTRY Financial Agent with an RFA Score of 77/100. It has 5.0★ from 221 Google reviews. 210 Financial (#2) and Josh Riekena - COUNTRY Financial Representative (#3) follow. We ranked 36 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Morton?

RankedFinancialAdvisors ranks 36 financial planners serving Morton, IL. 7 of them are based in Morton; 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 Morton work on weekends?

5 of 36 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Busey Bank (#18), Busey (#24) and First Mid Bank & Trust (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Morton financial planners have?

The median Google rating among 36 rated financial planners in Morton is 5.0★, with a median of 12 reviews. Josh Riekena - COUNTRY Financial Representative has the most, 240 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 Morton count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 36 financial planners serving Morton.

More financial planners and Morton pages