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Investment Advisors in Addison, IL: 2026 rankings

314 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Addison: Marc Jacobson & Associates, RFA Score 70/100; 5.0★ from 99 Google reviews.

  2. 22

    Most-reviewed: Old Second National Bank, 1,619 Google reviews at 4.9★, the most of 314 ranked; ranked #22.

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

314 Addison investment advisors are ranked here by RFA Score, from eight published factors. 60 open Saturdays and 10 open Sundays, based on posted hours. The median Google rating is 4.8★ across 314 rated firms.

Top 10 investment advisors in Addison 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 investment advisors in Addison at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Marc Jacobson & Associates705.0★ (99)Northbrook, 16 mi away—Top score
2SKYDAN Equity Partners704.9★ (65)Western Springs, 11 mi awaySat · Evenings—
3Gregorarz Group685.0★ (48)Chicago, 14 mi awaySat—
4Cambier Capital665.0★ (10)Wheaton, 8 mi away——
5Brookline Real Estate & Investments665.0★ (30)Chicago, 18 mi away——
6Christ Cordogan Primerica Representative664.9★ (11)Rolling Meadows, 9 mi awaySat · Sun · Evenings—
7Shirleyann Robertson - Prudential Financial664.6★ (9)Schaumburg, 8 mi awaySat · Evenings—
8eOption654.5★ (16)Glenview, 12 mi away——
9Western & Southern Life654.0★ (12)Schiller Park, 7 mi away——
10MPI Wealth Management653.9★ (21)Hinsdale, 8 mi away——

All 314 investment advisors in Addison, 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 SKYDAN Equity Partners

    Based in Western Springs, 11 mi away

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 65 Google reviews, listed on Google as “Investment company”.

    • 4.9★ from 65 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat 10 AM–5 PM · Sun closed
    Address
    915 55th St #102, Western Springs, IL 60558
    View profile for SKYDAN Equity Partners(877) 475-9326

  3. #3 Gregorarz Group

    Based in Chicago, 14 mi away

    68/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon–Sat 9 AM–5 PM · Sun closed
    Address
    3017 N Milwaukee Ave, Chicago, IL 60618
    View profile for Gregorarz Group(313) 878-8830

  4. #4 Cambier Capital

    Based in Wheaton, 8 mi away

    66/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    210 N Hale St, Wheaton, IL 60187
    View profile for Cambier Capital(239) 497-5330

  7. #7 Shirleyann Robertson - Prudential Financial

    Based in Schaumburg, 8 mi away

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.6★ from 9 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 9 Google reviews
    Hours
    Mon 8 AM–5 PM · Tue 8 AM–8 PM · Wed 8 AM–5 PM · Thu 8 AM–8 PM · Fri 8 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    127 S Roselle Rd Ste 105, Schaumburg, IL 60193
    View profile for Shirleyann Robertson - Prudential Financial(847) 301-7400

  8. #8 eOption

    Based in Glenview, 12 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.5★ from 16 Google reviews, listed on Google as “Investment service”.

    • 4.5★ from 16 Google reviews
    Hours
    Mon–Fri 7 AM–5:30 PM · Sat–Sun closed
    Address
    950 Milwaukee Ave, Glenview, IL 60025
    View profile for eOption(888) 793-5333

  9. #9 Western & Southern Life

    Based in Schiller Park, 7 mi away

    65/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.0★ from 12 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 12 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9450 W Bryn Mawr Ave #450, Rosemont, IL 60018
    View profile for Western & Southern Life(847) 653-0150

  10. #10 MPI Wealth Management

    Based in Hinsdale, 8 mi away

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.9★ from 21 Google reviews, listed on Google as “Investment service”.

    • 3.9★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    15 Salt Creek Ln Ste 404, Hinsdale, IL 60521
    View profile for MPI Wealth Management(630) 325-6900

  11. #11 Fidelity Investments

    Based in Hinsdale, 6 mi away

    65/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.6★ from 38 Google reviews, listed on Google as “Investment service”.

    • 3.6★ from 38 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1415 W 22nd St Ste 100, Oak Brook, IL 60523
    View profile for Fidelity Investments(800) 526-7260

  12. #12 Vidarrow Investment Advisors

    Based in Arlington Heights, 11 mi away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon closed · Tue–Thu 9 AM–4 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    171 W Wing St Apt 204A, Arlington Heights, IL 60005
    View profile for Vidarrow Investment Advisors(866) 986-9029

  14. #14 Blue Haven Capital

    Based in Geneva, 17 mi away

    64/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.7★ from 14 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    312 W State St #112, Geneva, IL 60134
    View profile for Blue Haven Capital(630) 588-3800

  16. #16 PGS Gold & Coin

    Based in Palatine, 14 mi away

    64/100RFA Score

    Ranked #16 because of its Google rating and review volume: 4.8★ from 1,071 Google reviews.

    • 4.8★ from 1,071 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat 10 AM–3 PM · Sun closed
    Address
    830 W Northwest Hwy suite, 7, Palatine, IL 60067
    View profile for PGS Gold & Coin(888) 416-2701

  20. #20 Jim Conrad, CCIM

    Based in Park Ridge, 10 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    25 N Northwest Hwy, Park Ridge, IL 60068
    View profile for Jim Conrad, CCIM(847) 727-0722

  22. #22 Old Second National Bank

    Based in Aurora, 21 mi away

    64/100RFA Score

    Ranked #22 because of its Google rating and review volume: 4.9★ from 1,619 Google reviews, the most in Addison.

    • 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
    View profile for Old Second National Bank(877) 866-0202

  23. #23 RJO Futures

    Based in Chicago, 18 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    222 S Riverside Plaza Ste 1200, Chicago, IL 60606
    View profile for RJO Futures(800) 453-4494

  24. #24 InsuranceDIRECT

    Based in Batavia, 18 mi away

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.2★ from 17 Google reviews, listed on Google as “Investment service”.

    • 4.2★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 10 AM–1 PM · Sun closed
    Address
    113 N Batavia Ave, Batavia, IL 60510
    View profile for InsuranceDIRECT(630) 406-9800

  25. #25 Lakeshore Capital Group

    Based in Rolling Meadows, 11 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    1811 Hicks Rd Ste A, Rolling Meadows, IL 60008
    View profile for Lakeshore Capital Group(847) 701-0400

Investment advisors 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 314 ranked investment advisors here; the rest are on their profiles.

investment advisors in Addison, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Investrade635.0★ (3)12 mi
27Clearwater Capital Partners633.8★ (6)12 mi
28EGÉA SRI635.0★ (7)17 mi
29Wells Fargo Advisors632.7★ (3)8 mi
30Fisher Investments631.3★ (4)6 mi
31Tic Trading635.0★ (8)19 mi
32Calamos633.7★ (7)14 mi
33Western & Southern Life633.8★ (11)16 mi
34Rothschild Wealth Partners634.5★ (8)19 mi
35DeNardo Financial Group | Wells Fargo Advisors Financial Network633.8★ (5)14 mi
36Wells Fargo Advisors634.7★ (7)18 mi
37Wells Fargo Advisors Financial Network634.0★ (4)14 mi
38Reyna Mortgage Group | Mortgage Lender – Berwyn, Cicero, Chicago, FHA, Conventional, DSCR, FixNFlip, Down Payment, Grants625.0★ (196)12 mi
39Deep Blue Financial LLC625.0★ (5)18 mi
40PGS Gold & Coin624.7★ (228)6 mi
41Harris Associates625.0★ (5)19 mi
42Jump Trading623.8★ (10)18 mi
43Stenger Family Office | Naperville Financial Advisor625.0★ (174)12 mi
44Wells Fargo Advisors624.0★ (3)14 mi
45Prime Trading LLC624.6★ (5)19 mi
46Balyasny Asset Management LLC623.9★ (8)18 mi
47GeoWealth624.3★ (6)19 mi
48Driehaus Private Equity, LLC625.0★ (4)19 mi
49Fidelity Investments623.2★ (13)16 mi
50Wells Fargo Advisors622.0★ (4)13 mi

Also serving Addison

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Addison
BusinessGoogle ratingDistance
Agnieszka E Gora - Financial Consultant, Ameriprise Financial Services, LLCIn Addison
Andrew Tistle - Raymond James1.0★ (1)In Addison
Barbara L. Wagner - Raymond James1.0★ (1)In Addison
Corient3.5★ (2)In Addison
Edward Jones - Financial Advisor: Ben Grey, CFP®|CEPA®5.0★ (1)In Addison
Edward Jones - Financial Advisor: Emmanuel Sequeira5.0★ (1)In Addison
Edward Jones - Financial Advisor: Jared E Chandler, AAMS®5.0★ (1)In Addison
Edward Jones - Financial Advisor: Nick Parker, CFP®|AAMS™|CRPC™4.9★ (39)In Addison
Edwin Financial GroupIn Addison
Fred Yanez III - COUNTRY Financial Representative3.9★ (15)In Addison
Helping Hands Financial Solutions4.8★ (18)In Addison
Jaburek Furjanic Financial Group of NEST CapitalIn Addison
KWD Wealth ManagementIn Addison
Loredana Rickard - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Addison
LPL Financial4.7★ (3)In Addison
LPL FinancialIn Addison
LPL Financial Located at Itasca Bank & Trust Co.5.0★ (1)In Addison
Martin & Martin Investment GroupIn Addison
Michael Howlett - Financial Advisor, Ameriprise Financial Services, LLCIn Addison
Raymond James Financial Services1.0★ (1)In Addison

How we ranked Addison investment advisors

We scored 314 Addison investment advisors 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 Addison 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 an investment advisor

  1. Confirm the investment advisor 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 an investment advisor

  • 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 investment advisor?
  • 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.

Investment advisors in Addison: frequently asked questions

Which investment advisor has the highest RFA Score in Addison?

By RFA Score, the highest-ranked investment advisor in Addison, IL is Marc Jacobson & Associates with an RFA Score of 70/100. It has 5.0★ from 99 Google reviews. SKYDAN Equity Partners (#2) and Gregorarz Group (#3) follow. We ranked 314 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Addison?

RankedFinancialAdvisors ranks 314 investment advisors serving Addison, IL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Addison work on weekends?

60 of 314 ranked investment advisors post Saturday hours and 10 post Sunday hours. The highest-ranked open Saturdays are SKYDAN Equity Partners (#2), Gregorarz Group (#3) and Christ Cordogan Primerica Representative (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Addison investment advisors have?

The median Google rating among 314 rated investment advisors in Addison is 4.8★, with a median of 8 reviews. Old Second National Bank has the most, 1,619 reviews, and ranks #22. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor 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 investment advisors outside Addison count in this ranking?

Yes, if they are within 25 mi of the Addison city center, our service radius for investment advisors. 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 investment advisors 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Addison ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’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 investment advisor in Addison 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 investment advisors 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 Addison

  1. November 2026: RFA Scores recalculated for 314 investment advisors serving Addison.

More investment advisors and Addison pages