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Investment Advisors in Mokena, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Mokena: SKYDAN Equity Partners, RFA Score 70/100; 4.9★ from 65 Google reviews; open Saturdays until 5 PM.

  2. 11

    Most-reviewed: Centier Bank, 238 Google reviews at 5.0★, the most of 150 ranked; ranked #11.

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

150 Mokena investment advisors are ranked here by RFA Score, from eight published factors. 44 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.8★ across 150 rated firms.

Top 10 investment advisors in Mokena 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 Mokena at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1SKYDAN Equity Partners704.9★ (65)Western Springs, 18 mi awaySat · EveningsTop score
2Chicago Investment Advisory Group684.0★ (4)Mokena——
3Wells Fargo Advisors663.2★ (17)Orland Park, 6 mi away——
4Kevin Raftery - Old National Wealth Advisors665.0★ (3)Tinley Park, 6 mi away——
5MPI Wealth Management643.9★ (21)Hinsdale, 20 mi away——
6Dowling Financial Services & Wealth Management645.0★ (48)Frankfort, 2 mi away——
7Atis Inc635.0★ (6)Highland, 21 mi away——
8Fidelity Investments633.6★ (38)Hinsdale, 22 mi away——
9McCabe & Associates635.0★ (29)Mokena——
10Reyna Mortgage Group | Mortgage Lender – Berwyn, Cicero, Chicago, FHA, Conventional, DSCR, FixNFlip, Down Payment, Grants635.0★ (196)Berwyn, 23 mi awaySat · Sun · Evenings—

All 150 investment advisors in Mokena, 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 Mokena

    #1 SKYDAN Equity Partners

    Based in Western Springs, 18 mi away

    70/100RFA Score

    Ranked #1 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

  5. #5 MPI Wealth Management

    Based in Hinsdale, 20 mi away

    64/100RFA Score

    Ranked #5 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

  7. #7 Atis Inc

    Based in Highland, 21 mi away

    63/100RFA Score

    Ranked #7 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–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9717 Prairie Ave, Highland, IN 46322
    View profile for Atis Inc(219) 836-2102

  8. #8 Fidelity Investments

    Based in Hinsdale, 22 mi away

    63/100RFA Score

    Ranked #8 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

  9. #9 McCabe & Associates

    Based in Mokena

    63/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–3:30 PM · Sat–Sun closed
    Address
    9480 Enterprise Dr #1, Mokena, IL 60448
    View profile for McCabe & Associates(708) 479-7755

  10. #10 Reyna Mortgage Group | Mortgage Lender – Berwyn, Cicero, Chicago, FHA, Conventional, DSCR, FixNFlip, Down Payment, Grants

    Based in Berwyn, 23 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and review volume: 5.0★ from 196 Google reviews.

    • 5.0★ from 196 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    6625 W 26th St, Berwyn, IL 60402
    View profile for Reyna Mortgage Group | Mortgage Lender – Berwyn, Cicero, Chicago, FHA, Conventional, DSCR, FixNFlip, Down Payment, Grants(708) 642-7890

  11. #11 Centier Bank

    Based in Cedar Lake, 25 mi away

    63/100RFA Score

    Ranked #11 because of its Google rating and review volume: 5.0★ from 238 Google reviews, the most in Mokena.

    • 5.0★ from 238 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
    9728 W 133rd Ave, Cedar Lake, IN 46303
    View profile for Centier Bank(219) 374-6536

  15. #15 Centier Bank

    Based in Hammond, 22 mi away

    62/100RFA Score

    Ranked #15 because of its Google rating and review volume: 4.9★ from 169 Google reviews.

    • 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

  16. #16 Centier Bank

    Based in East Chicago, 22 mi away

    62/100RFA Score

    Ranked #16 because of its Google rating and review volume: 4.8★ from 197 Google reviews.

    • 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

  19. #19 Invest NWI

    Based in Griffith, 24 mi away

    61/100RFA Score

    Ranked #19 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 9 AM–5 PM · Sat–Sun closed
    Address
    200 W Glen Park Ave, Griffith, IN 46319
    View profile for Invest NWI(219) 237-9088

  20. #20 Old Second National Bank

    Based in Chicago Heights, 10 mi away

    61/100RFA Score

    Ranked #20 because of its Google rating and review volume: 4.6★ from 65 Google reviews.

    • 4.6★ from 65 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
    3301 Vollmer Rd, Flossmoor, IL 60422
    View profile for Old Second National Bank(877) 866-0202

  21. #21 PGS Gold & Coin

    Based in Glen Ellyn, 25 mi away

    61/100RFA Score

    Ranked #21 because of its Google rating and review volume: 4.7★ from 228 Google reviews.

    • 4.7★ from 228 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun 10 AM–3 PM
    Address
    606 Roosevelt Rd, Glen Ellyn, IL 60137
    View profile for PGS Gold & Coin(888) 416-2701

  22. #22 Centier Bank

    Based in Saint John, 23 mi away

    61/100RFA Score

    Ranked #22 because of its Google rating and review volume: 5.0★ from 93 Google reviews.

    • 5.0★ from 93 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
    9621 Wicker Ave, St John, IN 46373
    View profile for Centier Bank(219) 365-0585

  23. #23 Centier Bank

    Based in East Chicago, 23 mi away

    61/100RFA Score

    Ranked #23 because of its Google rating and review volume: 4.8★ from 147 Google reviews.

    • 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

  25. #25 Centier Bank

    Based in Highland, 22 mi away

    61/100RFA Score

    Ranked #25 because of its Google rating and review volume: 4.8★ from 121 Google reviews.

    • 4.8★ from 121 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
    9102 Indianapolis Blvd, Highland, IN 46322
    View profile for Centier Bank(219) 924-4649

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

investment advisors in Mokena, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Centier Bank614.8★ (102)20 mi
27Centier Bank614.9★ (87)21 mi
28Edelman Financial Engines615.0★ (11)In Mokena
29Old Second National Bank604.5★ (106)16 mi
30Centier Bank604.8★ (83)19 mi
31Old Second National Bank604.9★ (58)18 mi
32Rising Light Financial Advisors605.0★ (9)In Mokena
33Fisher Investments601.3★ (4)23 mi
34Sankey Wolf Group Ltd formerly Bill Hickey & Associates, Inc.604.7★ (17)5 mi
35Centier Bank604.8★ (84)22 mi
36Strategize Taxes and Investments604.8★ (18)6 mi
37Old Second National Bank604.6★ (49)14 mi
38Megan Sowinski - Edelman Financial Engines594.9★ (7)In Mokena
39Old Second National Bank594.5★ (35)11 mi
40VIE Wealth Management595.0★ (6)In Mokena
41Old Second National Bank594.6★ (32)12 mi
42Western & Southern Life594.4★ (16)6 mi
43Nestlehut Financial Services Inc595.0★ (9)5 mi
44Edward Jones - Financial Advisor: Adam Robertson, CFP®|ChFC®|CEPA®595.0★ (40)22 mi
45Edward Jones - Financial Advisor: Ken Castillo594.8★ (9)5 mi
46Old Second National Bank594.6★ (44)17 mi
47Latko Wealth Management, Ltd.585.0★ (6)2 mi
48Old Second National Bank584.6★ (36)16 mi
49Centier Bank584.6★ (89)24 mi
50Charles Schwab583.6★ (9)In Mokena

Also serving Mokena

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 Mokena
BusinessGoogle ratingDistance
Arrow Wealth Planning5.0★ (1)In Mokena
Ascend Wealth Planning5.0★ (1)In Mokena
Blueprint Wealth Management1.0★ (1)In Mokena
Cailin Spiros - Financial Advisor, Ameriprise Financial Services, LLCIn Mokena
Chancellor Financial Services, Inc.5.0★ (1)In Mokena
Edward Jones - Financial Advisor: Brian M Williams, CFP®In Mokena
Edward Jones - Financial Advisor: Dave Sesterhenn5.0★ (1)In Mokena
Edward Jones - Financial Advisor: Marc J LaCien5.0★ (1)In Mokena
Fifth Third Preferred - Tracy WhiteIn Mokena
Fifth Third Securities - Maja BaricIn Mokena
Help & Support Estate Planning5.0★ (4)In Mokena
Innovative Retirement AssociatesIn Mokena
Lionheart Financial5.0★ (2)In Mokena
Marty Freeland & Jerry Pruim - Raymond James5.0★ (2)In Mokena
Michael Jerkatis - Old National Wealth Advisors5.0★ (1)In Mokena
Midland Wealth Management: Michael J. PassIn Mokena
Mike Moylan - Advanced Planning Advisors, Inc.5.0★ (2)In Mokena
Sandy Hellstedt - Financial Advisor, Ameriprise Financial Services, LLCIn Mokena
SG Financial Inc.In Mokena
Tony Rovella, Loan Officer4.8★ (66)In Mokena

How we ranked Mokena investment advisors

We scored 150 Mokena 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 Mokena 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 Mokena: frequently asked questions

Which investment advisor has the highest RFA Score in Mokena?

By RFA Score, the highest-ranked investment advisor in Mokena, IL is SKYDAN Equity Partners with an RFA Score of 70/100. It has 4.9★ from 65 Google reviews. It is open Saturdays until 5 PM. Chicago Investment Advisory Group (#2) and Wells Fargo Advisors (#3) follow. We ranked 150 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Mokena?

RankedFinancialAdvisors ranks 150 investment advisors serving Mokena, IL. 7 of them are based in Mokena; 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 Mokena work on weekends?

44 of 150 ranked investment advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are SKYDAN Equity Partners (#1), Reyna Mortgage Group | Mortgage Lender – Berwyn, Cicero, Chicago, FHA, Conventional, DSCR, FixNFlip, Down Payment, Grants (#10) and Centier Bank (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Mokena investment advisors have?

The median Google rating among 150 rated investment advisors in Mokena is 4.8★, with a median of 10 reviews. Centier Bank has the most, 238 reviews, and ranks #11. 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 Mokena count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 150 investment advisors serving Mokena.

More investment advisors and Mokena pages