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Wealth Managers in Skokie, IL: 2026 rankings

125 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Skokie: Wealth Financial Services & Tax Advisory, RFA Score 71/100; 4.9★ from 167 Google reviews.

  2. 3

    Most-reviewed: Stenger Family Office | Naperville Financial Advisor, 174 Google reviews at 5.0★, the most of 125 ranked; ranked #3.

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

125 Skokie wealth managers are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 125 rated firms.

Top 10 wealth managers in Skokie 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 wealth managers in Skokie at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wealth Financial Services & Tax Advisory714.9★ (167)Buffalo Grove, 15 mi away—Top score
2Stenger Family Office | Chicago Financial Advisor705.0★ (89)Chicago, 11 mi away——
3Stenger Family Office | Naperville Financial Advisor695.0★ (174)Naperville, 26 mi away—Most reviews
4MTD Financial & MTD Wealth Management685.0★ (66)Rolling Meadows, 16 mi away——
5Serenity Wealth Management685.0★ (46)Chicago, 12 mi awaySat—
6Everett Wealth Solutions685.0★ (41)Forest Park, 11 mi away——
7The Money Team Wealth Management- Northwestern Mutual Rob Dalaskey CLU ChFC RICP675.0★ (57)Lombard, 20 mi away——
8Guardian Wealth Advisory Group675.0★ (107)Elgin, 30 mi away——
9Armor Wealth Group675.0★ (19)Lincolnwood, 2 mi awaySat · Evenings—
10Puzzle Wealth Solutions® LLC675.0★ (39)Schaumburg, 18 mi away——

All 125 wealth managers in Skokie, 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.

  9. #9 Armor Wealth Group

    Based in Lincolnwood, 2 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Sat 8 AM–8 PM · Sun closed
    Address
    7101 N Cicero Ave #108, Lincolnwood, IL 60712
    View profile for Armor Wealth Group(847) 682-3884

  12. #12 SC Wealth Advisors

    Based in Downers Grove, 17 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 10 AM–1 PM · Sun closed
    Address
    2 Mid America Plaza Ste 725, Oakbrook Terrace, IL 60181
    View profile for SC Wealth Advisors(630) 735-4203

  13. #13 Peak Wealth Planning

    Based in Chicago, 6 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4311 N Ravenswood Ave Ste 217, Chicago, IL 60613
    View profile for Peak Wealth Planning(217) 303-5040

  16. #16 Falcon Wealth Planning

    Based in Downers Grove, 18 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1 Trans Am Plaza Dr Ste 200, Oakbrook Terrace, IL 60181
    View profile for Falcon Wealth Planning(855) 963-2526

  18. #18 Heritage Wealth

    Based in Naperville, 26 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    55 Shuman Blvd, Naperville, IL 60563
    View profile for Heritage Wealth(630) 868-9127

  19. #19 Mario J Tenuta - Financial Advisor - Northwestern Mutual Wealth Management Company

    Based in Lombard, 20 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    377 Butterfield Rd Ste 400, Lombard, IL 60148
    View profile for Mario J Tenuta - Financial Advisor - Northwestern Mutual Wealth Management Company(630) 566-2948

  22. #22 Alpha Wealth Group

    Based in Downers Grove, 21 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2001 Butterfield Rd Ste 501, Downers Grove, IL 60515
    View profile for Alpha Wealth Group(630) 519-4742

  23. #23 Apollon Wealth Management

    Based in Barrington, 21 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 52 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1531 S Grove Ave #206, Barrington, IL 60010
    View profile for Apollon Wealth Management(847) 713-8070

  24. #24 Savant Wealth Management

    Based in Arlington Heights, 16 mi away

    65/100RFA 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

Wealth managers 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 125 ranked wealth managers here; the rest are on their profiles.

wealth managers in Skokie, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Steinhandler Wealth Advisors655.0★ (9)3 mi
27Moller Wealth Partners645.0★ (8)6 mi
28EP Wealth Advisors644.8★ (19)17 mi
29Left Brain Wealth Management, LLC645.0★ (29)27 mi
30Vertis Wealth644.6★ (14)11 mi
31AMC Wealth Management, LLC645.0★ (11)12 mi
32Trajan Wealth645.0★ (7)5 mi
33Dowling Financial Services & Wealth Management645.0★ (48)36 mi
34America United Wealth Planning645.0★ (13)15 mi
35Fortuna Wealth Management645.0★ (9)9 mi
36Kaizen Wealth Advisors645.0★ (8)8 mi
37Purposeful Wealth645.0★ (13)17 mi
38EP Wealth Advisors645.0★ (4)In Skokie
39Chicago Partners Wealth Advisors644.4★ (13)12 mi
40Considerate Capital Wealth Management635.0★ (5)5 mi
41Intrinsic Wealth Management635.0★ (5)5 mi
42Significant Wealth Partners635.0★ (24)29 mi
43Vital Wealth Management635.0★ (6)8 mi
44Xartis Wealth635.0★ (10)15 mi
45Chicago Wealth Management Group - Matthew Schmit , John Scanlon, James Schmit634.9★ (11)16 mi
46WealthCamp Advisors635.0★ (25)31 mi
47G/R Wealth Management Group, LLC635.0★ (7)10 mi
48Harbor Wealth635.0★ (10)16 mi
49Centric Wealth Management635.0★ (7)11 mi
50Horizon Wealth Management635.0★ (10)17 mi

Also serving Skokie

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Skokie
BusinessGoogle ratingDistance
Beacon Pointe Advisors5.0★ (20)In Skokie
County Cork LLC1.0★ (1)In Skokie
Davis Financial Strategies5.0★ (1)In Skokie
Echales, Benjamin & Simkin, LLP5.0★ (1)In Skokie
Edward Jones - Financial Advisor: Andrew B Gardner, CFP®5.0★ (1)In Skokie
Edward Jones - Financial Advisor: Glen A Roter, AAMS®5.0★ (1)In Skokie
Edward Jones - Financial Advisor: Kate Ramey, CFP®5.0★ (1)In Skokie
Edward Jones - Financial Advisor: Mallory Giesen, CFP®|AAMS®|CRPC™5.0★ (2)In Skokie
Foresight Wealth AdvisorsIn Skokie
KMG Wealth Management5.0★ (2)In Skokie
Legacy Healthcare Financial Services1.8★ (8)In Skokie
MTD Financial5.0★ (10)In Skokie
Northwestern Mutual3.7★ (3)In Skokie
Noyes5.0★ (1)In Skokie
Rosetree & Company, Ltd1.0★ (1)In Skokie
ShankerValleau Wealth Advisors, Inc.5.0★ (2)In Skokie
Special Assets1.0★ (2)In Skokie
Suss Financial Group3.0★ (1)In Skokie
Wayne Messmer & Associates LLC3.0★ (2)In Skokie
Wintrust Wealth Management2.5★ (2)In Skokie

How we ranked Skokie wealth managers

We scored 125 Skokie wealth managers 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 Skokie 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Skokie: frequently asked questions

Which wealth manager has the highest RFA Score in Skokie?

By RFA Score, the highest-ranked wealth manager in Skokie, IL is Wealth Financial Services & Tax Advisory with an RFA Score of 71/100. It has 4.9★ from 167 Google reviews. Stenger Family Office | Chicago Financial Advisor (#2) and Stenger Family Office | Naperville Financial Advisor (#3) follow. We ranked 125 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Skokie?

RankedFinancialAdvisors ranks 125 wealth managers serving Skokie, IL. 1 of them is based in Skokie; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Skokie work on weekends?

9 of 125 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Serenity Wealth Management (#5), Armor Wealth Group (#9) and Smart Wealth Strategies, Inc. (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Skokie wealth managers have?

The median Google rating among 125 rated wealth managers in Skokie is 5.0★, with a median of 7 reviews. Stenger Family Office | Naperville Financial Advisor has the most, 174 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Skokie count in this ranking?

Yes, if they are within 40 mi of the Skokie city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Skokie ranked?

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

How do I check a wealth manager’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 wealth manager in Skokie 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 wealth managers 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 Skokie

  1. November 2026: RFA Scores recalculated for 125 wealth managers serving Skokie.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Skokie pages