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Financial Planners in Summit, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Summit: TreeLife Financial Solution Corp, RFA Score 77/100; 4.8★ from 476 Google reviews; open Saturdays until 2 PM.

  2. 3

    Most-reviewed: Zhou Agency, 330 Google reviews at 4.9★, the most of 593 ranked after TreeLife Financial Solution Corp; ranked #3.

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

593 Summit financial planners are ranked here by RFA Score, from eight published factors. 212 open Saturdays and 12 open Sundays, based on posted hours. The median Google rating is 4.5★ across 593 rated firms.

Top 10 financial planners in Summit 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 Summit at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1TreeLife Financial Solution Corp774.8★ (476)Chicago, 2 mi awaySatTop score
2Mutual of Omaha Mortgage744.9★ (314)Lombard, 11 mi away——
3Zhou Agency744.9★ (330)Chicago, 12 mi away—Most reviews
4Prime Credit Advisors734.9★ (217)Orland Park, 12 mi awaySat · Sun · Evenings—
5KTax and Accounting735.0★ (235)Wood Dale, 17 mi away——
6Goldstone Financial Group724.9★ (147)Chicago, 10 mi awaySat—
7Old Second National Bank714.8★ (123)Darien, 9 mi awaySat—
8Karstens Financial714.8★ (95)Hinsdale, 6 mi away——
9The Chris Eastman Team - Society Mortgage715.0★ (149)Bloomingdale, 18 mi awaySat · Evenings—
10STRIDE Financial704.9★ (103)Chicago, 12 mi away——

All 593 financial planners in Summit, 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.

  3. #3 Zhou Agency

    Based in Chicago, 12 mi away

    74/100RFA Score

    Ranked #3 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 Prime Credit Advisors

    Based in Orland Park, 12 mi away

    73/100RFA Score

    Ranked #4 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
    View profile for Prime Credit Advisors(708) 761-4844

  5. #5 KTax and Accounting

    Based in Wood Dale, 17 mi away

    73/100RFA 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

  6. #6 Goldstone Financial Group

    Based in Chicago, 10 mi away

    72/100RFA Score

    Ranked #6 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

  7. #7 Old Second National Bank

    Based in Darien, 9 mi away

    71/100RFA Score

    Ranked #7 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
    View profile for Old Second National Bank(877) 866-0202

  8. #8 Karstens Financial

    Based in Hinsdale, 6 mi away

    71/100RFA Score

    Ranked #8 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

  10. #10 STRIDE Financial

    Based in Chicago, 12 mi away

    70/100RFA Score

    Ranked #10 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

  12. #12 McAdam Financial

    Based in Chicago, 11 mi away

    70/100RFA Score

    Ranked #12 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

  13. #13 Centier Bank

    Based in East Chicago, 20 mi away

    70/100RFA Score

    Ranked #13 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

  14. #14 Wilsave Financial

    Based in Des Plaines, 15 mi away

    70/100RFA Score

    Ranked #14 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

  18. #18 Centier Bank

    Based in East Chicago, 18 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 147 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 147 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
    1500 119th St, Whiting, IN 46394
    View profile for Centier Bank(219) 659-0043

  19. #19 Centier Bank

    Based in Hammond, 23 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 169 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 169 Google reviews
    Hours
    Mon–Tue 10 AM–6 PM · Wed closed · Thu–Fri 10 AM–6 PM · Sat 10 AM–2 PM · Sun closed
    Address
    2635 169th St, Hammond, IN 46323
    View profile for Centier Bank(219) 844-0688

  23. #23 Old Second National Bank

    Based in Chicago, 9 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 58 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
    9443 S Ashland Ave, Chicago, IL 60620
    View profile for Old Second National Bank(877) 866-0202

  25. #25 Pensinger Financial, Inc.

    Based in Lemont, 13 mi away

    69/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 66 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–3:30 PM · Sat–Sun closed
    Address
    1312 Krystyna Pl, Lemont, IL 60439
    View profile for Pensinger Financial, Inc.(630) 754-7580

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

financial planners in Summit, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Mutual of Omaha Mortgage694.9★ (133)22 mi
27Everett Wealth Solutions695.0★ (41)6 mi
28SJV Financial Coaching695.0★ (38)5 mi
29Bank of America (with Drive-thru ATM)684.4★ (143)13 mi
30Bank of America Financial Center684.1★ (241)12 mi
31Jack Schiltz - COUNTRY Financial Representative684.9★ (51)11 mi
32Roberto Martinez - COUNTRY Financial Agent684.9★ (61)14 mi
33Centier Bank684.8★ (102)19 mi
34Serenity Wealth Management685.0★ (46)11 mi
35Bank of America Financial Center684.3★ (243)18 mi
36Old Second National Bank684.6★ (58)9 mi
37Creative Planning684.9★ (39)9 mi
38Eric Miller - COUNTRY Financial Representative674.9★ (76)19 mi
39Bank of America (with Drive-thru ATM)674.3★ (194)18 mi
40C&R Mortgage Corporation674.9★ (62)16 mi
41Old Second National Bank674.7★ (84)17 mi
42Shoaibi Financial Services675.0★ (28)6 mi
43SC Wealth Advisors675.0★ (33)9 mi
44Centier Bank674.8★ (121)24 mi
45Illiana Financial Credit Union674.3★ (199)19 mi
46Old Second National Bank674.5★ (106)17 mi
47Bank of America (with Drive-thru ATM)674.1★ (169)13 mi
48Falcon Wealth Planning674.8★ (40)10 mi
49David DeSantiago - COUNTRY Financial Agent674.4★ (37)5 mi
50Centier Bank674.9★ (87)24 mi

Also serving Summit

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 Summit
BusinessGoogle ratingDistance
Avare Financial Coaching5.0★ (2)6 mi
Beata Reynafarje - Opal Ins & Fin Svcs Group, Inc.5.0★ (2)1 mi
David C. Heide - RBC Wealth Management Financial Advisor5.0★ (2)8 mi
Fifth Third Preferred - Robert Magnesen5.0★ (2)4 mi
Fifth Third Securities - Christopher Pontarelli5.0★ (2)4 mi
Forest Asset Management LLC3.5★ (2)3 mi
Goodworth Wealth Management5.0★ (2)8 mi
Hallmark Financials Asset Wealth Management. LLC.5.0★ (2)9 mi
Huizenga Capital Management4.5★ (2)7 mi
Kirk Gregory - COUNTRY Financial Representative1.0★ (2)9 mi
MB Financial Bank3.0★ (2)3 mi
Merrill Lynch Wealth Management1.0★ (2)8 mi
Money Managers Financial Group5.0★ (2)8 mi
MPS LORIA Financial Planners, LLC5.0★ (2)6 mi
Nadia Abueid - COUNTRY Financial Agent5.0★ (2)8 mi
Nolan Wealth Management5.0★ (2)8 mi
Northwestern Mutual Oak Brook Office5.0★ (2)8 mi
Optimal Planning Partners, Inc.1.0★ (2)9 mi
Steve Phillips - COUNTRY Financial Representative5.0★ (2)4 mi
Wells, Roselieb & Raia Wealth Management5.0★ (2)9 mi

How we ranked Summit financial planners

We scored 593 Summit 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 Summit 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 Summit: frequently asked questions

Which financial planner has the highest RFA Score in Summit?

By RFA Score, the highest-ranked financial planner in Summit, IL is TreeLife Financial Solution Corp with an RFA Score of 77/100. It has 4.8★ from 476 Google reviews. It is open Saturdays until 2 PM. Mutual of Omaha Mortgage (#2) and Zhou Agency (#3) follow. We ranked 593 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Summit?

RankedFinancialAdvisors ranks 593 financial planners serving Summit, IL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Summit work on weekends?

212 of 593 ranked financial planners post Saturday hours and 12 post Sunday hours. The highest-ranked open Saturdays are TreeLife Financial Solution Corp (#1), Prime Credit Advisors (#4) and Goldstone Financial Group (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Summit financial planners have?

The median Google rating among 593 rated financial planners in Summit is 4.5★, with a median of 15 reviews. TreeLife Financial Solution Corp has the most, 476 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 Summit count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 593 financial planners serving Summit.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Summit pages