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Best Financial Planners in Rockford, Illinois

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Rankings use the published BizScore formulas. How we score

12Financial Planners scored in Rockford
52Average BizScore
70Top BizScore
17%AI Visibility 50 or higher
68Average SEO score
4.2Average Google rating (12 rated)

Top Financial Planners in Rockford

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

#1Rick Wang Financial

5.0 Google rating

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Rick Wang Financial website

Score breakdown

AI Visibility60
SEO78
Freshness-
AI Ready-
  • Financial Planner
  • Rockford, Illinois
  • (815) 997-5930
  • rickspringfield.com
Ranked #1 of 12 Financial Planner listings in RockfordScores updated Sep 20, 2026

#2Bates Financial Advisors, Inc.

5.0 Google rating

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Bates Financial Advisors, Inc. website

Score breakdown

AI Visibility52
SEO78
Freshness-
AI Ready-
  • Financial Planner
  • Rockford, Illinois
  • (815) 332-4020
  • bates.edu
Ranked #2 of 12 Financial Planner listings in RockfordScores updated Jun 7, 2026

#3MainStreet Financial Group

4.4 Google rating

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MainStreet Financial Group website

Score breakdown

AI Visibility44
SEO76
Freshness-
AI Ready-
  • Financial Planner
  • Rockford, Illinois
  • (815) 965-4000
  • msrenewal.com
Ranked #3 of 12 Financial Planner listings in RockfordScores updated Jun 7, 2026

#4Lucas Group Financial Advisors + CPAs

4.2 Google rating

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Lucas Group Financial Advisors + CPAs website

Score breakdown

AI Visibility45
SEO79
Freshness-
AI Ready-
  • Financial Planner
  • Rockford, Illinois
  • (815) 964-9955
  • militarytimes.com

Lucas Group Financial Advisors + CPAs is a Financial Planner in Rockford, IL. The firm maintains a 4.20 rating. The business provides professional financial planning and accounting services. Located on Temple Ln, the office is situated near the intersection...

Ranked #4 of 12 Financial Planner listings in RockfordScores updated Jun 7, 2026

#5Providence Wealth Management

5.0 Google rating

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Providence Wealth Management website

Score breakdown

AI Visibility34
SEO79
Freshness-
AI Ready-
  • Financial Planner
  • Rockford, Illinois
  • (815) 978-0169
  • providence.org

Providence Wealth Management is a Financial Planner in Rockford, IL. The business maintains a 5.00 rating. The business provides a variety of specialized medical and health-related services including oncology, gastroenterology, and cardiovascular care. Their...

Ranked #5 of 12 Financial Planner listings in RockfordScores updated Jun 7, 2026

#6Anchor Wealth Management

4.1 Google rating · 149 reviews

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Anchor Wealth Management website

Score breakdown

AI Visibility38
SEO61
Freshness-
AI Ready-
  • Financial Planner
  • Rockford, Illinois
  • (815) 201-5011
  • anchor.fm

Anchor Wealth Management provides tailored financial solutions to help high-net-worth individuals and families achieve their long-term financial goals through expert portfolio management, strategic planning, and personalized service.

Ranked #7 of 12 Financial Planner listings in RockfordScores updated Sep 20, 2026

#7Symmetry Financial Advisors

5.0 Google rating

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Symmetry Financial Advisors website

Score breakdown

AI Visibility39
SEO65
Freshness-
AI Ready-
  • Financial Planner
  • Rockford, Illinois
  • (815) 420-4404
  • mdpi.com

Symmetry Financial Advisors is a Financial Planner in Rockford, IL. The business maintains a 5.00 rating. The business is located on Stalter Dr, about a short drive from the Rockford Public Library - East Branch. The business information available online is...

Ranked #6 of 12 Financial Planner listings in RockfordScores updated Sep 20, 2026

#8Pathfinder Wealth Management

3.7 Google rating

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Pathfinder Wealth Management website

Score breakdown

AI Visibility37
SEO66
Freshness-
AI Ready-
  • Financial Planner
  • Rockford, Illinois
  • (815) 399-9806
  • paizo.com

Pathfinder Wealth Management is a financial planner in Rockford, IL, serving individuals and families with personalized financial strategies, retirement planning, investment management, and estate planning. The firm specializes in helping clients build...

Ranked #8 of 12 Financial Planner listings in RockfordScores updated Sep 20, 2026

#9Merrill Lynch Wealth Management of Rockford

2.9 Google rating · 8 reviews

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Merrill Lynch Wealth Management of Rockford website

Score breakdown

AI Visibility33
SEO73
Freshness-
AI Ready-
  • Financial Planner
  • Rockford, Illinois
  • (815) 654-6363
  • ml.com

Merrill Lynch Wealth Management of Rockford: Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career.

Ranked #9 of 12 Financial Planner listings in RockfordScores updated Sep 28, 2026

#10Rockford Retirement Planning, Inc.

3.1 Google rating · 9 reviews

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Rockford Retirement Planning, Inc. website

Score breakdown

AI Visibility25
SEO64
Freshness-
AI Ready-
  • Financial Planner
  • Rockford, Illinois
  • (815) 633-9595
  • financialadvisorrockfordillinois.com

Rockford Retirement Planning, Inc.: Scholl's Landscaping, LLC is a landscaping business in Columbus, OH. The company provides design services, full-service landscaping, hardscaping, and seasonal maintenance. Their work ranges from general maintenance to design and installation. The team handles...

Ranked #10 of 12 Financial Planner listings in RockfordScores updated Sep 20, 2026

#11Waterside Financial Advisors

4.3 Google rating

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Waterside Financial Advisors website

Score breakdown

AI Visibility10
SEO45
Freshness-
AI Ready-
  • Financial Planner
  • Rockford, Illinois
  • (815) 963-0461
  • watersidefw.com
Ranked #11 of 12 Financial Planner listings in RockfordScores updated Sep 20, 2026

#12Morgan Stanley Financial Advisors of Rockford

4.0 Google rating · 4 reviews

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M

Score breakdown

AI Visibility4
SEO51
Freshness-
AI Ready-
  • Financial Planner
  • Rockford, Illinois
  • (815) 639-4100
  • advisor.morganstanley.com
Ranked #12 of 12 Financial Planner listings in RockfordScores updated Jul 28, 2026
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BizScoreAI ranks 12 financial planners in Rockford, Illinois by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. 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 Rockford ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

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

12 financial planners in Rockford currently meet the profile-quality bar for this page, with an average BizScore of 52 and a top score of 70.

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. 17% of measured financial planners in Rockford score 50 or higher.

Is being listed free?

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