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Investment Advisors in McHenry, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in McHenry: Marc Jacobson & Associates, RFA Score 68/100; 5.0★ from 99 Google reviews.

  2. 4

    Most-reviewed: PGS Gold & Coin, 1,071 Google reviews at 4.8★, the most of 102 ranked; ranked #4.

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

102 McHenry investment advisors are ranked here by RFA Score, from eight published factors. 18 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 102 rated firms.

Top 10 investment advisors in McHenry 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 McHenry at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Marc Jacobson & Associates685.0★ (99)Northbrook, 25 mi away—Top score
2Wolter Wealth Management645.0★ (6)Libertyville, 17 mi away——
3Wells Fargo Advisors645.0★ (3)Barrington, 13 mi away——
4PGS Gold & Coin644.8★ (1,071)Palatine, 18 mi awaySatMost reviews
5Christ Cordogan Primerica Representative644.9★ (11)Rolling Meadows, 23 mi awaySat · Sun · Evenings—
6Fidelity Investments633.2★ (13)Lake Zurich, 16 mi away——
7North Shore Asset Management and Tax Advisory, Inc.634.9★ (43)Libertyville, 14 mi away——
8Shirleyann Robertson - Prudential Financial634.6★ (9)Schaumburg, 23 mi awaySat · Evenings—
9Vidarrow Investment Advisors635.0★ (6)Arlington Heights, 23 mi away——
10Beacon Pointe Advisors625.0★ (3)Burlington, 19 mi away——

All 102 investment advisors in McHenry, 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 Wolter Wealth Management

    Based in Libertyville, 17 mi away

    64/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    1590 S Milwaukee Ave #302, Libertyville, IL 60048
    View profile for Wolter Wealth Management(224) 331-0311

  4. #4 PGS Gold & Coin

    Based in Palatine, 18 mi away

    64/100RFA Score

    Ranked #4 because of its Google rating and review volume: 4.8★ from 1,071 Google reviews, the most in McHenry.

    • 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

  6. #6 Fidelity Investments

    Based in Lake Zurich, 16 mi away

    63/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.2★ from 13 Google reviews, listed on Google as “Investment service”.

    • 3.2★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    20530 N Rand Rd #448, Deer Park, IL 60010
    View profile for Fidelity Investments(833) 945-4259

  8. #8 Shirleyann Robertson - Prudential Financial

    Based in Schaumburg, 23 mi away

    63/100RFA Score

    Ranked #8 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

  9. #9 Vidarrow Investment Advisors

    Based in Arlington Heights, 23 mi away

    63/100RFA Score

    Ranked #9 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

  10. #10 Beacon Pointe Advisors

    Based in Burlington, 19 mi away

    62/100RFA Score

    Ranked #10 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 AM–4:30 PM · Sat–Sun closed
    Address
    875 Townline Rd Ste 100, Lake Geneva, WI 53147
    View profile for Beacon Pointe Advisors(262) 348-9981

  12. #12 Western & Southern Life

    Based in Buffalo Grove, 22 mi away

    62/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.8★ from 11 Google reviews, listed on Google as “Investment service”.

    • 3.8★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2150 E Lake Cook Rd Ste 500, Buffalo Grove, IL 60089
    View profile for Western & Southern Life(773) 736-3272

  14. #14 Ikonix Group Inc

    Based in Lake Forest, 19 mi away

    62/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.8★ from 4 Google reviews, listed on Google as “Investment company”.

    • 3.8★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    28105 N Keith Dr, Lake Forest, IL 60045
    View profile for Ikonix Group Inc(847) 367-4671

  15. #15 Lakeshore Capital Group

    Based in Rolling Meadows, 21 mi away

    62/100RFA Score

    Ranked #15 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

  19. #19 Briggs Financial Inc.

    Based in Round Lake Beach, 11 mi away

    61/100RFA Score

    Ranked #19 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

  22. #22 MPPL Financial

    Based in Crystal Lake, 8 mi away

    59/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    755 McArdle Dr STE F, Crystal Lake, IL 60014
    View profile for MPPL Financial(815) 893-6140

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

investment advisors in McHenry, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Locke Investment Management585.0★ (6)19 mi
27The Tranel Financial Group584.9★ (32)16 mi
28Charles Schwab585.0★ (19)13 mi
29Edward Jones - Financial Advisor: Travis M Brown, CEPA®575.0★ (15)11 mi
30Edward Jones - Financial Advisor: David C Marshall, AAMS®575.0★ (23)16 mi
31Puzzle Wealth Solutions® LLC575.0★ (39)21 mi
32Callero Capital Management Inc.575.0★ (9)24 mi
33Retirement Matters, Inc.574.9★ (16)14 mi
34Edward Jones - Financial Advisor: Rick J Melone575.0★ (11)11 mi
35Edward Jones - Financial Advisor: Cheryl Kranz, AAMS®575.0★ (5)6 mi
36Edward Jones - Financial Advisor: Matt Perley575.0★ (3)3 mi
37Eiduk Tax and Wealth Management565.0★ (24)19 mi
38Old Second National Bank564.9★ (32)21 mi
39Associated Bank563.9★ (15)8 mi
401st Opulence Financial565.0★ (37)24 mi
41Edward Jones - Financial Advisor: Amber Luczak, CFP®|ChFC®565.0★ (6)10 mi
42JPV Financial565.0★ (8)12 mi
43PMG Wealth Management565.0★ (8)13 mi
44Old Second National Bank564.6★ (78)25 mi
45EP Wealth Advisors554.8★ (19)19 mi
46Edward Jones - Financial Advisor: Jarid K Brockman, CFP®555.0★ (7)13 mi
47Accounting YM & Associates, Inc555.0★ (22)22 mi
48Allworth Financial555.0★ (22)23 mi
49Edward Jones - Financial Advisor: Ed Alvigi555.0★ (5)12 mi
50Edward Jones - Financial Advisor: Rob Johnson555.0★ (3)10 mi

Also serving McHenry

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 McHenry
BusinessGoogle ratingDistance
Axcess InvestmentsIn McHenry
Beacon Wealth AdvisorsIn McHenry
Brett Ostertag - COUNTRY Financial Representative5.0★ (15)In McHenry
Brian Luedke - Forward Wealth Group4.3★ (6)In McHenry
Clarity Group Midwest5.0★ (1)In McHenry
Cliff Hunn - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)7 mi
Edward Jones - Financial Advisor: Jeffrey A Kline, AAMS®5.0★ (1)In McHenry
Edward Jones - Financial Advisor: Macklin Larsen5.0★ (2)6 mi
Edward Jones - Financial Advisor: Paul F Schifferer, AAMS®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Stacey L Stickle, AAMS®5.0★ (2)8 mi
Integrity Financial5.0★ (8)In McHenry
Jason Shreeves - COUNTRY Financial Representative5.0★ (20)In McHenry
John Reakes - Old National Wealth AdvisorsIn McHenry
Kelly L Tischart - Financial Advisor, Ameriprise Financial Services, LLCIn McHenry
Michael Chae - COUNTRY Financial Agent5.0★ (4)In McHenry
Northwestern Mutual5.0★ (1)In McHenry
Northwestern Mutual - Keith SpengelIn McHenry
Stonemason Financial LLCIn McHenry
Symphony FinancialIn McHenry
Wintrust Wealth ManagementIn McHenry

How we ranked McHenry investment advisors

We scored 102 McHenry 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 McHenry 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 McHenry: frequently asked questions

Which investment advisor has the highest RFA Score in McHenry?

By RFA Score, the highest-ranked investment advisor in McHenry, IL is Marc Jacobson & Associates with an RFA Score of 68/100. It has 5.0★ from 99 Google reviews. Wolter Wealth Management (#2) and Wells Fargo Advisors (#3) follow. We ranked 102 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in McHenry?

RankedFinancialAdvisors ranks 102 investment advisors serving McHenry, IL. 1 of them is based in McHenry; 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 investment advisors in McHenry work on weekends?

18 of 102 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are PGS Gold & Coin (#4), Christ Cordogan Primerica Representative (#5) and Shirleyann Robertson - Prudential Financial (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do McHenry investment advisors have?

The median Google rating among 102 rated investment advisors in McHenry is 5.0★, with a median of 7 reviews. PGS Gold & Coin has the most, 1,071 reviews, and ranks #4. 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 McHenry count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 102 investment advisors serving McHenry.

More investment advisors and McHenry pages