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Best Financial Planning Firm in Illinois

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Top Financial Planning Firm Listings in Illinois

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Showing 1-31 of 31 Financial Planning Firm listings in Illinois · page 1 of 1

#1Millan Financial Services

2.8 Google rating

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Millan Financial Services website

Score breakdown

AI Visibility54
AI Ready-
SEO78
Freshness-
  • Financial Planning Firm
  • Waukegan, Illinois
  • (434) 293-7403
  • tavernandgrocery.com
Category rank by BizScore: #1 of 2 Financial Planning Firm listings in WaukeganScores updated Jun 7, 2026

#2Edge Financial Advisors of Wheaton

5.0 Google rating

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Edge Financial Advisors of Wheaton website

Score breakdown

AI Visibility57
AI Ready-
SEO73
Freshness-
  • Financial Planning Firm
  • Wheaton, Illinois
  • (703) 651-2060
  • indyfin.com
Category rank by BizScore: #3 of 6 Financial Planning Firm listings in WheatonScores updated Jun 7, 2026
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Benjamin F. Edwards - Financial Advisors website

Score breakdown

AI Visibility50
AI Ready-
SEO88
Freshness-
  • Financial Planning Firm
  • Decatur, Illinois
  • benjaminairguns.com

Benjamin F. Edwards - Financial Advisors is a financial planning firm in Decatur, Illinois, serving individuals and families with personalized investment strategies, retirement planning, and comprehensive financial guidance. The firm specializes in helping...

Scores updated Jun 7, 2026
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Fee-Only Financial Advisors website

Score breakdown

AI Visibility56
AI Ready-
SEO71
Freshness-
  • Financial Planning Firm
  • Palatine, Illinois
  • fee.org
Category rank by BizScore: #1 of 2 Financial Planning Firm listings in PalatineScores updated Sep 27, 2026

#5JAS Financial Services, LLC

4.3 Google rating · 60 reviews

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JAS Financial Services, LLC website

Score breakdown

AI Visibility45
AI Ready-
SEO78
Freshness-
  • Financial Planning Firm
  • Evanston, Illinois
  • jas.com

JAS Financial Services, LLC is a Financial Planning Firm in Evanston, IL. The business provides extensive logistics and supply chain services, including freight forwarding, customs brokerage, and cargo insurance. Their expertise covers a wide range of...

Category rank by BizScore: #1 of 2 Financial Planning Firm listings in EvanstonScores updated Sep 17, 2026

#6Consumer Financial Services of Palatine

4.1 Google rating

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Consumer Financial Services of Palatine website

Score breakdown

AI Visibility50
AI Ready25
SEO73
Freshness100
  • Financial Planning Firm
  • Palatine, Illinois
  • (800) 333-0663
  • consumerreports.org

Consumer Financial Services of Palatine: Consumer Financial Services is a financial planning firm in Palatine, IL. The business maintains a 4.10 rating. The organization operates with a nonprofit mission, utilizing all collected fees to support their work. Their approach involves testing, rating...

Category rank by BizScore: #2 of 2 Financial Planning Firm listings in PalatineScores updated Oct 29, 2026
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Katie Millar - Financial Advisor, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility42
AI Ready-
SEO75
Freshness-
  • Financial Planning Firm
  • Joliet, Illinois
  • ameripriseadvisors.com

Katie Millar - Financial Advisor, Ameriprise Financial Services, LLC is a Financial Planning Firm in Joliet, IL. Katie specializes in offering personalized financial advisor services tailored to the specific needs and priorities of her clients in the area...

Category rank by BizScore: #1 of 2 Financial Planning Firm listings in JolietScores updated Jul 4, 2026

#8Woodfield Financial Advisors, Inc. of Schaumburg

5.0 Google rating · 57 reviews

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Woodfield Financial Advisors, Inc. of Schaumburg website

Score breakdown

AI Visibility42
AI Ready17
SEO72
Freshness60
  • Financial Planning Firm
  • Schaumburg, Illinois
  • (847) 726-9600
  • woodfieldfa.com

Woodfield Financial Advisors, Inc. is a financial planning firm in Schaumburg, Illinois. The firm serves anyone with financial questions, with particular focus on business owners, executives, and people who come into sudden money or inheritances. Its services...

Category rank by BizScore: #2 of 3 Financial Planning Firm listings in SchaumburgScores updated Oct 25, 2026

#9JMG Financial Group, Ltd.

3.0 Google rating

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JMG Financial Group, Ltd. website

Score breakdown

AI Visibility39
AI Ready30
SEO72
Freshness100
  • Financial Planning Firm
  • Downers Grove, Illinois
  • (630) 571-5252
  • jmgfinancial.com

JMG Financial Group, Ltd. is a financial planning firm in Downers Grove, Illinois. It is an independent, fee-only wealth management firm serving clients from coast to coast, with a focus on high net worth individuals and families. Its services include wealth...

Category rank by BizScore: #1 of 2 Financial Planning Firm listings in Downers GroveScores updated Oct 25, 2026

#10JAS Financial Services

4.3 Google rating · 60 reviews

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JAS Financial Services website

Score breakdown

AI Visibility31
AI Ready20
SEO78
Freshness100
  • Financial Planning Firm
  • Skokie, Illinois
  • jas.com

JAS Financial Services is a Financial Planning Firm in Skokie, IL. The company provides extensive logistics and supply chain services, including freight forwarding, customs brokerage, cargo insurance, and contract logistics. Their expertise extends to air...

Category rank by BizScore: #5 of 6 Financial Planning Firm listings in SkokieScores updated Oct 25, 2026

#11Lester Financial Group

4.5 Google rating

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Lester Financial Group website

Score breakdown

AI Visibility28
AI Ready20
SEO78
Freshness15
  • Financial Planning Firm
  • Champaign, Illinois
  • (217) 356-6533
  • lesterfinancialgroup.com

Lester Financial Group is a Financial Planning Firm in Champaign, IL. For over 25 years, the firm has specialized in retirement planning, serving clients who seek to achieve their financial goals through direct, straightforward advice. The firm’s approach is...

Scores updated Oct 29, 2026
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Edward Jones - Financial Advisor: Peter Woods website

Score breakdown

AI Visibility43
AI Ready-
SEO64
Freshness-
  • Financial Planning Firm
  • Skokie, Illinois
  • edwardjones.com
Category rank by BizScore: #4 of 6 Financial Planning Firm listings in SkokieScores updated Oct 29, 2026

#13Sierens Financial Group, Inc. of Elgin

5.0 Google rating

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Sierens Financial Group, Inc. of Elgin website

Score breakdown

AI Visibility21
AI Ready-
SEO56
Freshness-
  • Financial Planning Firm
  • Elgin, Illinois
  • comlurb.prefeitura.rio
Category rank by BizScore: #2 of 2 Financial Planning Firm listings in ElginScores updated Sep 17, 2026

#14TIAA Financial Services of Evanston

1.0 Google rating · 2 reviews

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T

Score breakdown

AI Visibility14
AI Ready-
SEO62
Freshness-
  • Financial Planning Firm
  • Evanston, Illinois
  • (800) 842-2252
  • tiaa.org
Category rank by BizScore: #2 of 2 Financial Planning Firm listings in EvanstonScores updated Jun 10, 2026

#15Gibbons Financial Group, Inc of Waukegan

4.6 Google rating · 11 reviews

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Gibbons Financial Group, Inc of Waukegan website

Score breakdown

AI Visibility33
AI Ready-
SEO37
Freshness-
  • Financial Planning Firm
  • Waukegan, Illinois
  • gfin.com
Category rank by BizScore: #2 of 2 Financial Planning Firm listings in WaukeganScores updated Oct 29, 2026

#16Quinn Financial Planning LLC of Orland Park

5.0 Google rating · 6 reviews

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Q

Score breakdown

AI Visibility18
AI Ready-
SEO45
Freshness-
  • Financial Planning Firm
  • Orland Park, Illinois
  • quinnfinancialplanning.com
Category rank by BizScore: #2 of 2 Financial Planning Firm listings in Orland ParkScores updated Sep 17, 2026

#17Edward Jones - Financial Advisor: Garry L Winterland, CFP®

3.9 Google rating · 7 reviews

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Edward Jones - Financial Advisor: Garry L Winterland, CFP® website

Score breakdown

AI Visibility0
AI Ready-
SEO39
Freshness-
  • Financial Planning Firm
  • Bloomington, Illinois
  • (309) 451-1108
  • onlineaccess.edwardjones.com
Category rank by BizScore: #4 of 4 Financial Planning Firm listings in BloomingtonScores updated Oct 24, 2026

#18Edward Jones - Financial Advisor: John Slawinski, AAMS®

5.0 Google rating · 2 reviews

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Edward Jones - Financial Advisor: John Slawinski, AAMS® website

Score breakdown

AI Visibility0
AI Ready-
SEO39
Freshness-
  • Financial Planning Firm
  • Bolingbrook, Illinois
  • (630) 972-5828
  • onlineaccess.edwardjones.com
Category rank by BizScore: #1 of 2 Financial Planning Firm listings in BolingbrookScores updated Oct 26, 2026
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Edward Jones - Financial Advisor: Forrest White of Aurora website

Score breakdown

AI Visibility0
AI Ready-
SEO39
Freshness-
  • Financial Planning Firm
  • Aurora, Illinois
  • onlineaccess.edwardjones.com
Category rank by BizScore: #2 of 2 Financial Planning Firm listings in AuroraScores updated Oct 24, 2026
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Edward Jones - Financial Advisor: Nick Ferraro of Aurora website

Score breakdown

AI Visibility0
AI Ready-
SEO39
Freshness-
  • Financial Planning Firm
  • Aurora, Illinois
  • onlineaccess.edwardjones.com
Category rank by BizScore: #1 of 2 Financial Planning Firm listings in AuroraScores updated Oct 29, 2026

#21Edward Jones - Financial Advisor: Billy Hearth, CFP®|CEPA®

5.0 Google rating · 2 reviews

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Edward Jones - Financial Advisor: Billy Hearth, CFP®|CEPA® website

Score breakdown

AI Visibility0
AI Ready-
SEO33
Freshness-
  • Financial Planning Firm
  • Bolingbrook, Illinois
  • (630) 971-0601
  • onlineaccess.edwardjones.com
Category rank by BizScore: #2 of 2 Financial Planning Firm listings in BolingbrookScores updated Oct 29, 2026
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Edward Jones - Financial Advisor: Brian C Mueller, CFP®|AAMS® website

Score breakdown

AI Visibility0
AI Ready-
SEO34
Freshness-
  • Financial Planning Firm
  • Arlington Heights, Illinois
  • (847) 818-9484
  • onlineaccess.edwardjones.com
Category rank by BizScore: #2 of 2 Financial Planning Firm listings in Arlington HeightsScores updated Oct 23, 2026

#23Edward Jones - Financial Advisor: Ken Castillo

4.8 Google rating

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Edward Jones - Financial Advisor: Ken Castillo website

Score breakdown

AI Visibility0
AI Ready-
SEO33
Freshness-
  • Financial Planning Firm
  • Tinley Park, Illinois
  • onlineaccess.edwardjones.com
Category rank by BizScore: #4 of 4 Financial Planning Firm listings in Tinley ParkScores updated Oct 29, 2026

#24Edward Jones - Financial Advisor: Pat Dunne

4.0 Google rating

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Edward Jones - Financial Advisor: Pat Dunne website

Score breakdown

AI Visibility0
AI Ready-
SEO33
Freshness-
  • Financial Planning Firm
  • Oak Lawn, Illinois
  • onlineaccess.edwardjones.com
Scores updated Oct 29, 2026

#25Cetera Financial Group, Inc

3.4 Google rating · 5 reviews

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C
  • Financial Planning Firm
  • Schaumburg, Illinois
  • ceterafg.com

#26BRP Financial Group

5.0 Google rating · 3 reviews

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B
  • Financial Planning Firm
  • Waukegan, Illinois
  • brfinc.com

BRP Financial Group: Who We Are What We Do How We Do It Home Investment advice and holistic financial planning and counseling services tailored to you. Providing independent investment advice and comprehensive financial planning and counseling services to multi-generational...

#27Koney Wealth Advisors - Ameriprise Financial Services, LLC

5.0 Google rating · 2 reviews

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K
  • Financial Planning Firm
  • Orland Park, Illinois
  • koneywealthadvisors.com
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P
  • Financial Planning Firm
  • Orland Park, Illinois
  • planninglegaciesfinancialgroup.com

#29Lake County Financial Planning of Waukegan

4.0 Google rating · 1 review

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L
  • Financial Planning Firm
  • Waukegan, Illinois
  • lakecountyfinancial.com

#30Land Financial Services of Oak Lawn

5.0 Google rating

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L
  • Financial Planning Firm
  • Oak Lawn, Illinois
  • landfinancialservices.net

#31Aspen Financial Services of Aurora

3.0 Google rating

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Aspen Financial Services of Aurora website
  • Financial Planning Firm
  • Aurora, Illinois
  • aspenfinancialservices.com

Aspen Financial Services of Aurora: This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command...

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Recently Updated Financial Planning Firm in Illinois

Business profiles with freshly refreshed About sections.

JAS Financial Services, LLC

4.3 Google rating · 60 reviews

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JAS Financial Services, LLC website

Score breakdown

AI Visibility45
AI Ready-
SEO78
Freshness-
  • Financial Planning Firm
  • Evanston, Illinois
  • jas.com

JAS Financial Services, LLC is a Financial Planning Firm in Evanston, IL. The business provides extensive logistics and supply chain services, including freight forwarding, customs brokerage, and cargo insurance. Their expertise covers a wide range of...

Category rank by BizScore: #1 of 2 Financial Planning Firm listings in EvanstonScores updated Sep 17, 2026About refreshed Aug 1, 2026

Consumer Financial Services of Palatine

4.1 Google rating

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Consumer Financial Services of Palatine website

Score breakdown

AI Visibility50
AI Ready25
SEO73
Freshness100
  • Financial Planning Firm
  • Palatine, Illinois
  • (800) 333-0663
  • consumerreports.org

Consumer Financial Services of Palatine: Consumer Financial Services is a financial planning firm in Palatine, IL. The business maintains a 4.10 rating. The organization operates with a nonprofit mission, utilizing all collected fees to support their work. Their approach involves testing, rating...

Category rank by BizScore: #2 of 2 Financial Planning Firm listings in PalatineScores updated Oct 29, 2026About refreshed Jul 25, 2026
View ListingVisit WebsiteClaim This BusinessFree. Claimed listings rank first.
Katie Millar - Financial Advisor, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility42
AI Ready-
SEO75
Freshness-
  • Financial Planning Firm
  • Joliet, Illinois
  • ameripriseadvisors.com

Katie Millar - Financial Advisor, Ameriprise Financial Services, LLC is a Financial Planning Firm in Joliet, IL. Katie specializes in offering personalized financial advisor services tailored to the specific needs and priorities of her clients in the area...

Category rank by BizScore: #1 of 2 Financial Planning Firm listings in JolietScores updated Jul 4, 2026About refreshed Jun 9, 2026

Woodfield Financial Advisors, Inc. of Schaumburg

5.0 Google rating · 57 reviews

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Woodfield Financial Advisors, Inc. of Schaumburg website

Score breakdown

AI Visibility42
AI Ready17
SEO72
Freshness60
  • Financial Planning Firm
  • Schaumburg, Illinois
  • (847) 726-9600
  • woodfieldfa.com

Woodfield Financial Advisors, Inc. is a financial planning firm in Schaumburg, Illinois. The firm serves anyone with financial questions, with particular focus on business owners, executives, and people who come into sudden money or inheritances. Its services...

Category rank by BizScore: #2 of 3 Financial Planning Firm listings in SchaumburgScores updated Oct 25, 2026About refreshed Sep 23, 2026

JMG Financial Group, Ltd.

3.0 Google rating

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JMG Financial Group, Ltd. website

Score breakdown

AI Visibility39
AI Ready30
SEO72
Freshness100
  • Financial Planning Firm
  • Downers Grove, Illinois
  • (630) 571-5252
  • jmgfinancial.com

JMG Financial Group, Ltd. is a financial planning firm in Downers Grove, Illinois. It is an independent, fee-only wealth management firm serving clients from coast to coast, with a focus on high net worth individuals and families. Its services include wealth...

Category rank by BizScore: #1 of 2 Financial Planning Firm listings in Downers GroveScores updated Oct 25, 2026About refreshed Sep 22, 2026

JAS Financial Services

4.3 Google rating · 60 reviews

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JAS Financial Services website

Score breakdown

AI Visibility31
AI Ready20
SEO78
Freshness100
  • Financial Planning Firm
  • Skokie, Illinois
  • jas.com

JAS Financial Services is a Financial Planning Firm in Skokie, IL. The company provides extensive logistics and supply chain services, including freight forwarding, customs brokerage, cargo insurance, and contract logistics. Their expertise extends to air...

Category rank by BizScore: #5 of 6 Financial Planning Firm listings in SkokieScores updated Oct 25, 2026About refreshed Aug 1, 2026

Lester Financial Group

4.5 Google rating

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Lester Financial Group website

Score breakdown

AI Visibility28
AI Ready20
SEO78
Freshness15
  • Financial Planning Firm
  • Champaign, Illinois
  • (217) 356-6533
  • lesterfinancialgroup.com

Lester Financial Group is a Financial Planning Firm in Champaign, IL. For over 25 years, the firm has specialized in retirement planning, serving clients who seek to achieve their financial goals through direct, straightforward advice. The firm’s approach is...

Scores updated Oct 29, 2026About refreshed Oct 12, 2026

What the Data Shows for Financial Planning Firms in Illinois

31financial planning firms scored in Illinois
43Average BizScore
66Top BizScore
21%AI Visibility 50 or higher
58Average SEO score
4.3Average Google rating (27 rated)
0Claimed by the owner

21% of the 24 financial planning firms we measured in Illinois reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 26, compared with an average SEO score of 58.

The average Google rating across 27 rated financial planning firms is 4.3, and the median listing has 4 reviews.

None of the 31 financial planning firms has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 29, 2026. What each score measures: How We Score.

Looking for the best financial planning firm in Illinois? BizScoreAI scores 31 Financial Planning Firm listings across Illinois on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.

Frequently Asked Questions

How are Illinois Financial Planning Firm listings 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 composite of AI-search visibility, traditional SEO, citation presence and profile completeness.

How do I claim my financial planning firm listing in Illinois?

Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.

Is being listed free?

Yes. Every financial planning firm listing in Illinois is listed and scored for free, and claiming is free too.