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Financial Planners in North Center, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in North Center: Zhou Agency, RFA Score 76/100; 4.9★ from 330 Google reviews.

  2. 9

    Most-reviewed: Bank of America (with Drive-thru ATM), 494 Google reviews at 4.6★, the most of 496 ranked; ranked #9.

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

496 North Center financial planners are ranked here by RFA Score, from eight published factors. 159 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 4.4★ across 496 rated firms.

Top 10 financial planners in North Center 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 North Center at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Zhou Agency764.9★ (330)Chicago, 5 mi away—Top score
2TreeLife Financial Solution Corp754.8★ (476)Chicago, 12 mi awaySat—
3Bank of America (with Drive-thru ATM)734.6★ (244)Evanston, 6 mi away——
4STRIDE Financial734.9★ (103)Chicago, 3 mi away——
5KTax and Accounting725.0★ (235)Wood Dale, 17 mi away——
6Mutual of Omaha Mortgage724.9★ (314)Lombard, 19 mi away——
7McAdam Financial725.0★ (82)Chicago, 6 mi away——
8Roberto Martinez - COUNTRY Financial Agent714.9★ (61)Chicago, 1 mi away——
9Bank of America (with Drive-thru ATM)714.6★ (494)Buffalo Grove, 20 mi awaySatMost reviews
10Wilsave Financial715.0★ (96)Des Plaines, 10 mi away——

All 496 financial planners in North Center, 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 North Center

    #1 Zhou Agency

    Based in Chicago, 5 mi away

    76/100RFA Score

    Ranked #1 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

  4. #4 STRIDE Financial

    Based in Chicago, 3 mi away

    73/100RFA Score

    Ranked #4 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
    View profile for STRIDE Financial(312) 767-9166

  5. #5 KTax and Accounting

    Based in Wood Dale, 17 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

  7. #7 McAdam Financial

    Based in Chicago, 6 mi away

    72/100RFA Score

    Ranked #7 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
    View profile for McAdam Financial(312) 509-4500

  10. #10 Wilsave Financial

    Based in Des Plaines, 10 mi away

    71/100RFA Score

    Ranked #10 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
    View profile for Wilsave Financial(312) 796-7400

  13. #13 Goldstone Financial Group

    Based in Chicago, 17 mi away

    70/100RFA Score

    Ranked #13 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

  20. #20 Mutual of Omaha Mortgage

    Based in Schaumburg, 20 mi away

    69/100RFA 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 Austro Financial Services

    Based in Chicago, 3 mi away

    69/100RFA Score

    Ranked #21 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–Fri 9 AM–5:30 PM · Sat 9 AM–2:30 PM · Sun closed
    Address
    3760 W Lawrence Ave #1, Chicago, IL 60625
    View profile for Austro Financial Services(773) 267-7618

  22. #22 Centier Bank

    Based in East Chicago, 24 mi away

    69/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 197 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 197 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    720 W 145th St, East Chicago, IN 46312
    View profile for Centier Bank(219) 397-7830

  25. #25 Karstens Financial

    Based in Hinsdale, 16 mi away

    68/100RFA Score

    Ranked #25 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

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

financial planners in North Center, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Centier Bank684.8★ (147)21 mi
27Old Second National Bank684.6★ (58)6 mi
28Paramount Tax & Accounting Glendale Heights685.0★ (97)21 mi
29Everett Wealth Solutions685.0★ (41)8 mi
30Old Second National Bank684.8★ (123)21 mi
31SJV Financial Coaching685.0★ (38)9 mi
32Zagmout & Company CPAs684.7★ (40)6 mi
33Shoreline Financial Partners675.0★ (56)16 mi
34YM TAX CPA | Small Business Accounting & Bookkeeping (Chicago)674.9★ (25)3 mi
35Scott Tucker Solutions, Inc.674.9★ (37)9 mi
36Old Second National Bank674.9★ (58)16 mi
37Connor & Gallagher OneSource (CGO)674.9★ (88)22 mi
38Alexon Financial675.0★ (39)12 mi
39Smart Wealth Strategies, Inc.675.0★ (24)6 mi
40The Money Team Wealth Management- Northwestern Mutual Rob Dalaskey CLU ChFC RICP675.0★ (57)19 mi
41Eddie Patel Inc674.8★ (19)1 mi
42Jack Schiltz - COUNTRY Financial Representative664.9★ (51)16 mi
43Peak Wealth Planning665.0★ (16)1 mi
44CTS Financial Group664.8★ (25)5 mi
45One Wild Life Advisors, LLC665.0★ (17)1 mi
46Bank of America (with Drive-thru ATM)663.9★ (102)7 mi
47Centier Bank664.8★ (102)25 mi
48Old Second National Bank664.7★ (84)21 mi
49Old Second National Bank664.8★ (42)13 mi
50Bank of America (with Drive-thru ATM)663.6★ (156)4 mi

Also serving North Center

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 North Center
BusinessGoogle ratingDistance
Access Financial Group3.0★ (2)5 mi
Andrew Allison - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)6 mi
Dana Hamlett - COUNTRY Financial Agent5.0★ (2)1 mi
Daniel Sandlin: Merrill Lynch Financial Advisor5.0★ (2)5 mi
David Jemison: Merrill Lynch Financial Advisor1.5★ (2)5 mi
Doyenne Wealth Advisors3.0★ (2)6 mi
Front Barnett Associates LLC3.0★ (2)6 mi
GCM Grosvenor4.5★ (2)5 mi
Hunken Ewing Financial Group5.0★ (2)6 mi
Lenox Advisors1.0★ (2)5 mi
Merrill Lynch Wealth Management3.0★ (2)5 mi
Moody's Investors Services, Inc3.5★ (2)5 mi
Patricia Hurley & Associates3.0★ (2)5 mi
RCM Wealth Advisors5.0★ (2)6 mi
Savant Wealth Management5.0★ (2)1 mi
Stephen D. Smith, CFP, CIMA, CEPA™ - UBS Financial Services Inc.1.0★ (2)5 mi
Sutton Wealth Strategies5.0★ (2)6 mi
The Corporation for Interest Rate Management (CIRM)3.5★ (2)5 mi
The Mosaic Financial Group LLC5.0★ (2)5 mi
TIAA Financial Services3.0★ (2)5 mi

How we ranked North Center financial planners

We scored 496 North Center 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 North Center 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 North Center: frequently asked questions

Which financial planner has the highest RFA Score in North Center?

By RFA Score, the highest-ranked financial planner in North Center, IL is Zhou Agency with an RFA Score of 76/100. It has 4.9★ from 330 Google reviews. TreeLife Financial Solution Corp (#2) and Bank of America (with Drive-thru ATM) (#3) follow. We ranked 496 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in North Center?

RankedFinancialAdvisors ranks 496 financial planners serving North Center, IL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in North Center work on weekends?

159 of 496 ranked financial planners post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are TreeLife Financial Solution Corp (#2), Bank of America (with Drive-thru ATM) (#9) and Bank of America Financial Center (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do North Center financial planners have?

The median Google rating among 496 rated financial planners in North Center is 4.4★, with a median of 13 reviews. Bank of America (with Drive-thru ATM) has the most, 494 reviews, and ranks #9. 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 North Center count in this ranking?

Yes, if they are within 25 mi of the North Center 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 North Center 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 North Center 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 North Center

  1. November 2026: RFA Scores recalculated for 496 financial planners serving North Center.
  2. November 2026: 2 duplicate listings merged.

More financial planners and North Center pages