Skip to content

Financial Planners in Plainfield, IL: 2026 rankings

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

The short answer

  1. 1

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

  2. 3

    Most-reviewed: Mutual of Omaha Mortgage, 314 Google reviews at 4.9★, the most of 310 ranked after Old Second National Bank; ranked #3.

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

310 Plainfield financial planners are ranked here by RFA Score, from eight published factors. 118 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.7★ across 310 rated firms.

Top 10 financial planners in Plainfield 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 Plainfield at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Old Second National Bank764.9★ (1,619)Aurora, 11 mi awaySatTop score
2Ashraf Gerges - COUNTRY Financial Representative725.0★ (130)Aurora, 9 mi away——
3Mutual of Omaha Mortgage714.9★ (314)Lombard, 18 mi away—Most reviews
4Dr. Pat Pachciarz® | The Pinnacle Group705.0★ (44)Aurora, 2 mi awaySat · Evenings—
5BMO Bank N.A Branches704.6★ (63)PlainfieldSat—
6Prime Credit Advisors704.9★ (217)Orland Park, 18 mi awaySat · Sun · Evenings—
7Pensinger Financial, Inc.695.0★ (66)Lemont, 11 mi away——
8Old Second National Bank694.8★ (123)Darien, 14 mi awaySat—
9Eric Miller - COUNTRY Financial Representative694.9★ (76)Warrenville, 12 mi awayEvenings—
10Goldstone Financial Group694.9★ (147)Chicago, 19 mi awaySat—

All 310 financial planners in Plainfield, 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 Plainfield

    Based in Aurora, 11 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
  2. Based in Plainfield

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.6★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 63 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    15101 S Rte 59, Plainfield, IL 60544
  3. Based in Orland Park, 18 mi away

    70/100RFA Score

    Ranked #6 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
  4. Based in Darien, 14 mi away

    69/100RFA Score

    Ranked #8 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
  5. Based in Chicago, 19 mi away

    69/100RFA Score

    Ranked #10 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
  6. Based in Oswego, 8 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.6★ from 83 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 83 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
    1200 Douglas Rd, Oswego, IL 60543
  7. Based in Aurora, 12 mi away

    68/100RFA Score

    Ranked #13 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
  8. Based in Yorkville, 13 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.7★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 92 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
    26 W Countryside Pkwy, Yorkville, IL 60560
  9. Based in Joliet, 7 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.6★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 49 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
    850 Essington Rd, Joliet, IL 60435
  10. Based in Aurora, 9 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 39 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
    335 N Eola Rd, Aurora, IL 60504
  11. Based in Bolingbrook, 7 mi away

    67/100RFA Score

    Ranked #20 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
  12. Based in Naperville, 9 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.6★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 54 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
    2020 Feldott Ln, Naperville, IL 60540
  13. Based in Romeoville, 4 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.3★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 48 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
    505 N Weber Rd, Romeoville, IL 60446
  14. Based in Naperville, 5 mi away

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.1★ from 91 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 91 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 10 AM–3 PM · Sun closed
    Address
    1064 104th St, Naperville, IL 60564

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

financial planners in Plainfield, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Karstens Financial674.8★ (95)19 mi
27The Money Team Wealth Management- Northwestern Mutual Rob Dalaskey CLU ChFC RICP675.0★ (57)18 mi
28F5 Financial675.0★ (29)11 mi
29Streamline Financial Services664.7★ (48)13 mi
30Advanced Planning Advisors Group inc.665.0★ (29)13 mi
31Bank of America (with Drive-thru ATM)664.4★ (93)15 mi
32Shannon Libby - COUNTRY Financial Representative665.0★ (16)7 mi
33Old Second National Bank664.6★ (36)11 mi
34Old Second National Bank664.7★ (37)13 mi
35Old Second National Bank664.8★ (22)9 mi
36Old Second National Bank664.6★ (50)14 mi
37Fiduciary Financial Partners, LLC665.0★ (26)13 mi
38Old Second National Bank664.7★ (84)21 mi
39Jim Braddish - COUNTRY Financial Agent655.0★ (16)9 mi
40Old Second National Bank654.9★ (32)15 mi
41Jennifer Rivera - COUNTRY Financial Agent655.0★ (15)8 mi
42Alpha Wealth Group655.0★ (30)17 mi
43Bank of America (with Drive-thru ATM)653.5★ (43)In Plainfield
44Orazio Difruscolo - COUNTRY Financial Representative655.0★ (43)21 mi
45Old Second National Bank654.6★ (67)19 mi
46Jack Schiltz - COUNTRY Financial Representative654.9★ (51)22 mi
47FNBO654.4★ (28)10 mi
48Busey Bank654.3★ (20)7 mi
49Creative Planning654.9★ (39)20 mi
50BMO Bank N.A Branches654.1★ (27)7 mi

Also serving Plainfield

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.

How we ranked Plainfield financial planners

We scored 310 Plainfield 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 Plainfield 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 Plainfield: frequently asked questions

Which financial planner has the highest RFA Score in Plainfield?

By RFA Score, the highest-ranked financial planner in Plainfield, 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. Ashraf Gerges - COUNTRY Financial Representative (#2) and Mutual of Omaha Mortgage (#3) follow. We ranked 310 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Plainfield?

RankedFinancialAdvisors ranks 310 financial planners serving Plainfield, IL. 2 of them are based in Plainfield; 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 Plainfield work on weekends?

118 of 310 ranked financial planners post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Old Second National Bank (#1), Dr. Pat Pachciarz® | The Pinnacle Group (#4) and BMO Bank N.A Branches (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Plainfield financial planners have?

The median Google rating among 310 rated financial planners in Plainfield is 4.7★, with a median of 12 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 Plainfield count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 310 financial planners serving Plainfield.