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Financial Planners in Zion, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Zion: Kaizen CPAs + Advisors, RFA Score 71/100; 4.9★ from 120 Google reviews.

  2. 2

    Most-reviewed: Bank of America (with Drive-thru ATM), 494 Google reviews at 4.6★, the most of 137 ranked; ranked #2.

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

137 Zion financial planners are ranked here by RFA Score, from eight published factors. 42 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.6★ across 137 rated firms.

Top 10 financial planners in Zion 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 Zion at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Kaizen CPAs + Advisors714.9★ (120)Antioch, 13 mi away—Top score
2Bank of America (with Drive-thru ATM)714.6★ (494)Buffalo Grove, 21 mi awaySatMost reviews
3Bank of America (with Drive-thru ATM)704.8★ (74)Gurnee, 8 mi awaySat—
4Wealth Financial Services & Tax Advisory704.9★ (167)Buffalo Grove, 21 mi away——
5Briggs Financial Inc.695.0★ (59)Round Lake Beach, 13 mi awaySat · Sun · Evenings—
6Heidi Thomas - COUNTRY Financial Agent695.0★ (44)Kenosha, 10 mi away——
7Accounting Freedom685.0★ (52)Mundelein, 15 mi away——
8Mutual of Omaha Mortgage685.0★ (39)Grayslake, 13 mi away——
9Shoreline Financial Partners675.0★ (56)Deerfield, 20 mi away——
10The Tranel Financial Group674.9★ (32)Libertyville, 12 mi away——

All 137 financial planners in Zion, 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 Zion

    #1 Kaizen CPAs + Advisors

    Based in Antioch, 13 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 120 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    1555 Main St, Antioch, IL 60002
    View profile for Kaizen CPAs + Advisors(847) 395-6000

  5. #5 Briggs Financial Inc.

    Based in Round Lake Beach, 13 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    256 E Cherry Cove Ln, Round Lake Beach, IL 60073
    View profile for Briggs Financial Inc.(517) 242-7804

  7. #7 Accounting Freedom

    Based in Mundelein, 15 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    469 N Lake St, Mundelein, IL 60060
    View profile for Accounting Freedom(847) 949-8373

  10. #10 The Tranel Financial Group

    Based in Libertyville, 12 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 32 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1509 N Milwaukee Ave, Libertyville, IL 60048
    View profile for The Tranel Financial Group(847) 680-9050

  13. #13 Matthew Bruner - COUNTRY Financial Advisor---CERTIFIED FINANCIAL PLANNER™

    Based in Libertyville, 13 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    900 Technology Way Ste 280, Libertyville, IL 60048
    View profile for Matthew Bruner - COUNTRY Financial Advisor---CERTIFIED FINANCIAL PLANNER™(847) 548-2120

  14. #14 BMO Bank N.A Branches

    Based in Waukegan, 3 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.9★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3113 N Lewis Ave, Waukegan, IL 60087
    View profile for BMO Bank N.A Branches(847) 782-3255

  17. #17 Associated Bank

    Based in Gurnee, 6 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 12 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
    1313 N Delany Rd, Gurnee, IL 60031
    View profile for Associated Bank(847) 360-5116

  20. #20 Alexon Financial

    Based in Glenview, 24 mi away

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    2300 Lehigh Ave #245, Glenview, IL 60026
    View profile for Alexon Financial(773) 798-0153

  22. #22 Bill Sweetman Agency

    Based in Kenosha, 8 mi away

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7514 30th Ave, Kenosha, WI 53142
    View profile for Bill Sweetman Agency(262) 657-8072

  24. #24 Savant Wealth Management

    Based in Arlington Heights, 18 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 22 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    475 Half Day Rd Ste 210, Lincolnshire, IL 60069
    View profile for Savant Wealth Management(847) 541-6888

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

financial planners in Zion, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Associated Bank643.3★ (15)3 mi
27Natalie Rigsby-Murray - COUNTRY Financial Representative645.0★ (10)10 mi
28Associated Bank643.6★ (43)9 mi
29Allworth Financial645.0★ (22)20 mi
30Alamo Insurance & Financial Services, Inc.644.7★ (18)16 mi
31WealthCamp Advisors635.0★ (25)24 mi
32Optimum Retirement Planning635.0★ (12)15 mi
33Landmark Credit Union633.8★ (75)18 mi
34The Schaeffer Financial Group, LLC635.0★ (8)12 mi
35JPV Financial635.0★ (8)12 mi
36Ryan May - Private Wealth Advisor, Ameriprise Financial Services, LLC635.0★ (16)20 mi
37Jason Shreeves - COUNTRY Financial Representative625.0★ (20)24 mi
38BMO Bank N.A Branches623.1★ (43)8 mi
39Jeff Maxson - COUNTRY Financial District Leader623.7★ (6)7 mi
40Riley and Lowe Financial Solutions625.0★ (13)19 mi
41Aspire Financial Advisors625.0★ (3)6 mi
42Pulera Financial Services624.3★ (6)10 mi
43Blue Trust | Chicago Financial Advisors624.9★ (14)20 mi
44Associated Bank624.1★ (17)16 mi
45Serenity Wealth Management, Sean O'Connor MBA625.0★ (8)15 mi
46Bank of America (with Drive-thru ATM)623.4★ (74)16 mi
47BMO Bank N.A Branches622.9★ (19)8 mi
48Coe Financial Group625.0★ (15)23 mi
49IRON Financial624.3★ (20)21 mi
50Associated Bank624.2★ (17)19 mi

Also serving Zion

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 Zion
BusinessGoogle ratingDistance
Baird Private Wealth Management5.0★ (2)20 mi
BLACKSWAN FORTUNE5.0★ (2)10 mi
Boggs Wealth Management3.0★ (2)9 mi
Edward Jones - Financial Advisor: Peter Brush, CFP®5.0★ (4)In Zion
Fort Sheridan Advisors5.0★ (2)18 mi
Friese Financial Services Inc5.0★ (2)14 mi
Garrett Koncan - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)8 mi
Goldman Sachs Personal Financial Management North Shore3.0★ (2)20 mi
Lake County InvestorsIn Zion
MB Financial Bank5.0★ (2)14 mi
Michael D Lambert: Primerica - Financial Services4.6★ (8)In Zion
Nadler Financial Group4.5★ (2)20 mi
RBC Wealth Management Branch - Lake Forest3.0★ (2)13 mi
Spectrum Wealth Advisors5.0★ (2)8 mi
Steve Hartmann - COUNTRY Financial Representative5.0★ (2)17 mi
Thomas Paulson - RBC Wealth Management Financial Advisor5.0★ (2)13 mi
Thomey Financial Services, Inc.3.0★ (2)10 mi
U.S. Bank - Wealth Management Banker: Ashley Wright3.0★ (2)19 mi
Walled Lake Planning & Wealth Management5.0★ (2)18 mi
Wayne Criswell - COUNTRY Financial Agent5.0★ (2)13 mi

How we ranked Zion financial planners

We scored 137 Zion 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 Zion 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 Zion: frequently asked questions

Which financial planner has the highest RFA Score in Zion?

By RFA Score, the highest-ranked financial planner in Zion, IL is Kaizen CPAs + Advisors with an RFA Score of 71/100. It has 4.9★ from 120 Google reviews. Bank of America (with Drive-thru ATM) (#2) and Bank of America (with Drive-thru ATM) (#3) follow. We ranked 137 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Zion?

RankedFinancialAdvisors ranks 137 financial planners serving Zion, IL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Zion work on weekends?

42 of 137 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#2), Bank of America (with Drive-thru ATM) (#3) and Briggs Financial Inc. (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Zion financial planners have?

The median Google rating among 137 rated financial planners in Zion is 4.6★, with a median of 12 reviews. Bank of America (with Drive-thru ATM) has the most, 494 reviews, and ranks #2. 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 Zion count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 137 financial planners serving Zion.

More financial planners and Zion pages