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Best Financial Planners in Chicago, Illinois

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Claimed listings first, then by BizScore. How we score

12Financial Planners scored in Chicago
58Average BizScore
80Top BizScore
25%AI Visibility 50 or higher
73Average SEO score
4.3Average Google rating (12 rated)

Top Financial Planners in Chicago

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Showing 1-12 of 12 Financial Planners listings in Chicago, IL · page 1 of 1

#1Cresset of Chicago Top-Rated

4.5 Google rating

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Cresset of Chicago website

Score breakdown

AI Visibility83
AI Ready67
SEO81
Freshness100
  • Financial Planner
  • Chicago, Illinois
  • (312) 626-0279
  • cressetcapital.com

Cresset of Chicago is a Financial Planner in Chicago, IL. The firm provides private wealth management and family office services to entrepreneurs, CEO founders, ultra-high-net-worth families, athletes, entertainers, and multi-generational business owners. It...

Category rank by BizScore: #1 of 23 Financial Planner listings in ChicagoScores updated Oct 23, 2026

#2Arbor Financial Advisors, LLC

5.0 Google rating

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Arbor Financial Advisors, LLC website

Score breakdown

AI Visibility62
AI Ready35
SEO85
Freshness100
  • Financial Planner
  • Chicago, Illinois
  • (773) 377-9282
  • arborfcu.org

Arbor Financial Advisors, LLC is a Financial Planner in Chicago, IL. The firm offers a range of personal and business banking solutions, including free checking accounts, high‑yield Momentum and Premier checking options, youth and teen savings programs, a...

Category rank by BizScore: #2 of 23 Financial Planner listings in ChicagoScores updated Oct 26, 2026

#3McAdam Financial of Chicago

4.9 Google rating

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McAdam Financial of Chicago website

Score breakdown

AI Visibility61
AI Ready51
SEO82
Freshness100
  • Financial Planner
  • Chicago, Illinois
  • (312) 509-4500
  • mcadamfa.com

McAdam Financial of Chicago is a Financial Planner in Chicago, IL. The firm provides holistic financial planning and proven asset management, focusing on safe money strategies to help clients protect and grow their wealth. Led by Phil Simonides, CFP®, the...

Category rank by BizScore: #3 of 23 Financial Planner listings in ChicagoScores updated Oct 28, 2026

#4Northwestern Mutual - Chicago

5.0 Google rating

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Northwestern Mutual - Chicago website

Score breakdown

AI Visibility48
AI Ready17
SEO80
Freshness-
  • Financial Planner
  • Chicago, Illinois
  • (773) 537-2030
  • northwesternmutual.com

Northwestern Mutual - Chicago is a Financial Planner in Chicago, IL. They offer personalized financial plans and top-rated services including life insurance, retirement planning, college savings plans, private wealth management, estate planning, long-term...

Category rank by BizScore: #22 of 23 Financial Planner listings in ChicagoScores updated Oct 24, 2026

#5TurboTax - O'Hare, Chicago

5.0 Google rating

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TurboTax - O'Hare, Chicago website

Score breakdown

AI Visibility47
AI Ready-
SEO78
Freshness-
  • Financial Planner
  • Chicago, Illinois
  • (413) 648-6451
  • turbotax.intuit.com

TurboTax - O'Hare, Chicago is a financial planner in Chicago, Illinois. The office provides expert tax preparation services for individuals and businesses, specializing in areas such as self-employment income, business taxes, retirement income, child tax...

Category rank by BizScore: #9 of 23 Financial Planner listings in ChicagoScores updated Sep 27, 2026

#621st Century Financial Planner

5.0 Google rating · 1 review

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21st Century Financial Planner website

Score breakdown

AI Visibility43
AI Ready-
SEO69
Freshness-
  • Financial Planner
  • Chicago, Illinois
  • (312) 781-6999
  • 21st.com
Category rank by BizScore: #13 of 23 Financial Planner listings in ChicagoScores updated Jun 7, 2026

#7Trinity Financial Advisors, LLC

2.1 Google rating · 8 reviews

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Trinity Financial Advisors, LLC website

Score breakdown

AI Visibility46
AI Ready30
SEO62
Freshness100
  • Financial Planner
  • Chicago, Illinois
  • (312) 245-1300
  • www2.trinitydc.edu
Category rank by BizScore: #7 of 23 Financial Planner listings in ChicagoScores updated Oct 22, 2026

#8STRIDE Financial of Chicago

4.9 Google rating

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STRIDE Financial of Chicago website

Score breakdown

AI Visibility25
AI Ready20
SEO85
Freshness100
  • Financial Planner
  • Chicago, Illinois
  • (312) 767-9166
  • stride.is
Category rank by BizScore: #20 of 23 Financial Planner listings in ChicagoScores updated Oct 28, 2026

#9Lakeshore Financial Group

3.8 Google rating · 13 reviews

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Lakeshore Financial Group website

Score breakdown

AI Visibility30
AI Ready5
SEO74
Freshness-
  • Financial Planner
  • Chicago, Illinois
  • (312) 236-2500
  • lakeshorelearning.com
Category rank by BizScore: #16 of 23 Financial Planner listings in ChicagoScores updated Oct 24, 2026

#10Northern Trust Investments of Chicago

3.7 Google rating

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N

Score breakdown

AI Visibility37
AI Ready0
SEO58
Freshness-
  • Financial Planner
  • Chicago, Illinois
  • (312) 630-6000
  • northerntrust.com

Northern Trust Investments of Chicago: Northern Trust Investments is a Financial Planner in Chicago, IL. The firm provides wealth management, asset servicing, and investment management solutions for individuals, families, and institutions. Their services are tailored to client goals and include...

Category rank by BizScore: #18 of 23 Financial Planner listings in ChicagoScores updated Oct 24, 2026

#11Northern Trust of Chicago

3.7 Google rating

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N

Score breakdown

AI Visibility35
AI Ready-
SEO60
Freshness-
  • Financial Planner
  • Chicago, Illinois
  • (312) 630-6000
  • northerntrust.com
Category rank by BizScore: #19 of 23 Financial Planner listings in ChicagoScores updated Sep 17, 2026

#12Peak Wealth Planning of Chicago

4.3 Google rating · 18 reviews

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Peak Wealth Planning of Chicago website

Score breakdown

AI Visibility10
AI Ready-
SEO61
Freshness-
  • Financial Planner
  • Chicago, Illinois
  • (312) 303-5040
  • peak.my.site.com
Category rank by BizScore: #23 of 23 Financial Planner listings in ChicagoScores updated Sep 19, 2026
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What the Data Shows for Financial Planners in Chicago

25% of the 12 financial planners we measured in Chicago reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 44, compared with an average SEO score of 73.

The average Google rating across 12 rated financial planners is 4.3, and the median listing has 10 reviews.

None of the 12 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 12 financial planners in Chicago, Illinois by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Chicago ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Chicago, Illinois does BizScoreAI track?

12 financial planners in Chicago currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 80.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 25% of measured financial planners in Chicago score 50 or higher.

Is being listed free?

Yes. Every financial planner in Chicago is listed and scored for free, and claiming a listing is free too.