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Financial Planners in Prospect Heights, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Prospect Heights: Bank of America (with Drive-thru ATM), RFA Score 75/100; 4.6★ from 494 Google reviews; open Saturdays until 2 PM.

  2. 11

    Most-reviewed: TreeLife Financial Solution Corp, 476 Google reviews at 4.8★, the most of 580 ranked after Bank of America (with Drive-thru ATM); ranked #11.

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

580 Prospect Heights financial planners are ranked here by RFA Score, from eight published factors. 170 open Saturdays and 11 open Sundays, based on posted hours. The median Google rating is 4.6★ across 580 rated firms.

Top 10 financial planners in Prospect Heights 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 Prospect Heights at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bank of America (with Drive-thru ATM)754.6★ (494)Buffalo Grove, 4 mi awaySatTop score
2NRACPA LLC755.0★ (326)Hoffman Estates, 11 mi away——
3KTax and Accounting755.0★ (235)Wood Dale, 8 mi away——
4Wealth Financial Services & Tax Advisory744.9★ (167)Buffalo Grove, 5 mi away——
5The Dala Group735.0★ (176)Hoffman Estates, 11 mi awaySat—
6Mutual of Omaha Mortgage734.9★ (133)Schaumburg, 7 mi away——
7Mutual of Omaha Mortgage734.9★ (314)Lombard, 18 mi away——
8The Chris Eastman Team - Society Mortgage725.0★ (149)Bloomingdale, 12 mi awaySat · Evenings—
9Wilsave Financial725.0★ (96)Des Plaines, 7 mi away——
10Zhou Agency724.9★ (330)Chicago, 21 mi away——

All 580 financial planners in Prospect Heights, 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 NRACPA LLC

    Based in Hoffman Estates, 11 mi away

    75/100RFA 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

  3. #3 KTax and Accounting

    Based in Wood Dale, 8 mi away

    75/100RFA Score

    Ranked #3 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

  5. #5 The Dala Group

    Based in Hoffman Estates, 11 mi away

    73/100RFA 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

  6. #6 Mutual of Omaha Mortgage

    Based in Schaumburg, 7 mi away

    73/100RFA Score

    Ranked #6 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

  9. #9 Wilsave Financial

    Based in Des Plaines, 7 mi away

    72/100RFA Score

    Ranked #9 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

  10. #10 Zhou Agency

    Based in Chicago, 21 mi away

    72/100RFA Score

    Ranked #10 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

  17. #17 Goldstone Financial Group

    Based in Chicago, 17 mi away

    70/100RFA Score

    Ranked #17 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 B.B. Financial Group

    Based in Schaumburg, 6 mi away

    70/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    1600 W McConnor Pkwy Ste 1100, Schaumburg, IL 60173
    View profile for B.B. Financial Group(847) 897-8278

  22. #22 Sansone CPA & Financial

    Based in Crystal Lake, 22 mi away

    70/100RFA Score

    Ranked #22 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

  24. #24 SK Tax Associates

    Based in Schaumburg, 11 mi away

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.6★ from 102 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 102 Google reviews
    Hours
    Mon–Sat 10 AM–5:30 PM · Sun closed
    Address
    1635 Wise Rd, Schaumburg, IL 60193
    View profile for SK Tax Associates(847) 524-0001

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

financial planners in Prospect Heights, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Alexon Financial695.0★ (39)6 mi
27STRIDE Financial694.9★ (103)19 mi
28TJ Stearns Financial Planning & Benefits695.0★ (28)3 mi
29Accounting Freedom685.0★ (52)13 mi
30Old Second National Bank684.7★ (84)14 mi
31APC Financial Group, Ltd.684.8★ (26)2 mi
32Karstens Financial684.8★ (95)19 mi
33McAdam Financial685.0★ (82)22 mi
34Bank of America Financial Center684.1★ (241)14 mi
35Connor & Gallagher OneSource (CGO)684.9★ (88)21 mi
36Scott Tucker Solutions, Inc.684.9★ (37)9 mi
37Professional Business Management Inc685.0★ (37)10 mi
38Roberto Martinez - COUNTRY Financial Agent684.9★ (61)16 mi
39Leading Edge Wealth Management, LLC685.0★ (24)4 mi
40Old Second National Bank684.8★ (42)10 mi
41Jack Schiltz - COUNTRY Financial Representative674.9★ (51)14 mi
42Apollon Wealth Management674.6★ (52)10 mi
43Old Second National Bank674.8★ (123)25 mi
44The Money Team Wealth Management- Northwestern Mutual Rob Dalaskey CLU ChFC RICP675.0★ (57)18 mi
45Allworth Financial675.0★ (22)5 mi
46Old Second National Bank674.6★ (78)16 mi
47Downey Financial Group674.7★ (60)15 mi
48BeanLab Accounting and Advisory675.0★ (55)19 mi
49Bank of America (with Drive-thru ATM)674.8★ (74)20 mi
50Rocco Martinelli - COUNTRY Financial Representative674.9★ (36)12 mi

Also serving Prospect Heights

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 Prospect Heights
BusinessGoogle ratingDistance
AXA Advisors3.0★ (2)2 mi
Bankers Life5.0★ (2)4 mi
BCG Corporation1.0★ (2)4 mi
Coyle Financial5.0★ (2)6 mi
Dana B Davidson CPA Co5.0★ (2)4 mi
Financial Business Advisors4.5★ (2)6 mi
Fred Resner - COUNTRY Financial Agent5.0★ (2)5 mi
Goldman Sachs Personal Financial Management North Shore3.0★ (2)6 mi
Horwitz & Associates5.0★ (2)5 mi
Lake-Cook Group Thrivent Financial5.0★ (2)7 mi
LNP Consultants LLC, CPAs5.0★ (2)7 mi
Nadler Financial Group4.5★ (2)6 mi
Northwestern Mutual5.0★ (2)7 mi
Phase 3 Advisory Services, Ltd4.5★ (2)5 mi
Preferred Planning Concepts5.0★ (2)6 mi
Roppel Capital Management3.0★ (2)8 mi
S A Financial5.0★ (2)4 mi
Schmidt Financial Group, LLC5.0★ (2)8 mi
Thulin & Associates3.0★ (2)8 mi
Westmont Financial5.0★ (2)6 mi

How we ranked Prospect Heights financial planners

We scored 580 Prospect Heights 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 Prospect Heights 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 Prospect Heights: frequently asked questions

Which financial planner has the highest RFA Score in Prospect Heights?

By RFA Score, the highest-ranked financial planner in Prospect Heights, IL is Bank of America (with Drive-thru ATM) with an RFA Score of 75/100. It has 4.6★ from 494 Google reviews. It is open Saturdays until 2 PM. NRACPA LLC (#2) and KTax and Accounting (#3) follow. We ranked 580 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Prospect Heights?

RankedFinancialAdvisors ranks 580 financial planners serving Prospect Heights, IL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Prospect Heights work on weekends?

170 of 580 ranked financial planners post Saturday hours and 11 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#1), The Dala Group (#5) and The Chris Eastman Team - Society Mortgage (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Prospect Heights financial planners have?

The median Google rating among 580 rated financial planners in Prospect Heights is 4.6★, with a median of 13 reviews. Bank of America (with Drive-thru ATM) has the most, 494 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 Prospect Heights count in this ranking?

Yes, if they are within 25 mi of the Prospect Heights 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 Prospect Heights 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 Prospect Heights 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 Prospect Heights

  1. November 2026: RFA Scores recalculated for 580 financial planners serving Prospect Heights.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Prospect Heights pages