Best Financial Advisors in Rockford, Illinois Near You
- Best for All Stages of Financial Planning: Certified Consulting Services
- Best Robo-Advisor: M1 Finance
- Best for Tailored Services: Raymond James
- Best for Family and Business Solutions: Wipfli Financial Advisors LLC
- Best Portfolio Analysis: Personal Capital
- Best for Fiduciary Planning: Focus Financial Advisors Inc.
- Best for High-Net-Worth Individuals: Savant Capital Management
Looking for a financial advisor in Rockford, Illinois?
Benzinga puts your search to rest. We’ve narrowed down the top financial advisors in the Forest City so you have all the information you find the best fit. Here are our top picks.
Best for All Stages of Financial Planning: Certified Consulting Services
Certified Consulting Services (CCS) is a full-service financial planning firm and has been in business for 30 years. The firm specializes in helping small businesses, multi-generational families, those claiming Social Security and people facing retirement.
The firm is dedicated to coordinating all aspects of your finances in accordance with your specific goals through financial planning.
CCS offers services for all stages of financial planning including:
- Wealth accumulation
- Income tax planning
- Retirement planning
- Social Security integration
- Multi-generational planning
- Education planning
- Customizable Auto Investing
Best Robo-Advisor: M1 Finance
M1 Finance is an excellent money management platform that helps you make, save and invest your money. The platform has accrued over 14,000 5-star ratings and 150,000 users.
You can get access to a flexible portfolio line of credit when your portfolio reaches $10,000. M1 also lets you build an investment portfolio and deposit money weekly, biweekly or even monthly.
Choose between an M1 Basic and M1 Plus account. The basic account is free to use and does not charge management fees or trading commissions. The M1 Plus account is available for $125 per year, where you can get perks like a lower borrow rate, 1% cashback on qualifying debit card purchases and 1% annual percentage yield (APY) checking. You don’t need a minimum balance to use either account.
Best for Tailored Services: Raymond James
Raymond James is a widely recognized multinational firm that serves everyone from individuals and small business owners to municipalities and major corporations. The firm has been around for more than 57 years and has approximately $774 billion in total client assets.
The firm specializes in creating plans for wealth management unique to every client. This means that if your goal is to provide for your family, plan for retirement or even grow your business, the firm’s professionals and powerful resources can help you achieve it. The firm ensures that your advisor is there to navigate with you every step of the way.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- HOURLY & FIXED RATE CONSULTATIONS
Address
880 CARILLON PARKWAY SAINT PETERSBURG FL, 33716
Phone number
727-567-3020
Best for Family and Business Solutions: Wipfli Financial Advisors LLC
Wipfli Financial Advisors has been around for more than 2 decades and has helped more than 1,000 clients plan and invest. The firm is headquartered in Milwaukee, Wisconsin and has offices in a number of states — including Illinois.
Wipfli offers financial solutions for individuals, families and businesses. Some of the services offered by Wipfli include:
- Interactive financial planning
- Investment management
- Tax-efficient investing
- Insurance services
- Retirement plan services (employers)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
Address
10000 INNOVATION DRIVE SUITE 250MILWAUKEE WI, 53226
Phone number
414-431-9300
- High Net Worth Individuals
Best Portfolio Analysis: Personal Capital
Personal Capital lets you view all your accounts on 1 secure platform. It also offers a range of financial tools to help you manage your finances. The best part is that you can get these investment tools for free.
If you are looking for managed services, you’ll require at least $100,000 in investable assets. There is an all-inclusive annual management fee of 0.89% for your first $1 million. The advisors can help you with tax optimization strategies and can guide you with your long- and short-term goals.
Best for Fiduciary Planning: Focus Financial Advisors Inc.
Focus Financial Advisors is an independently owned advisory firm that has been around for over 35 years. The firm offers trust services, investment management and comprehensive financial planning on a fiduciary, fee-only basis.
This means that that firm always works in your best interest, acting in good faith and with candor. It’s proactive in disclosing any conflicts of interest that may impact you. The firm does not accept any referral fees or compensation contingent upon the purchase or sale of a financial product.
For financial planning services, the firm does not impose an account minimum. However, for its investment advisory services, the firm insists that you have at least $500,000 in investable assets.
Best for High-Net-Worth Individuals: Savant Capital Management
Savant Capital Management is an independent registered firm that provides comprehensive financial planning and wealth management services. The firm’s advisory team has multiple certified financial planners™ (CFP®s) and chartered financial analysts (CFAs), the highest professional standard for financial planning.
Savant offers its wealth management services if you meet the following criteria:
- Have an investment portfolio of $500,000 within 12 months
- Anticipate a $1,000,000 portfolio within 5 years
- Be an immediate family member of a client with a portfolio of over $5,000,000
- Satisfy a minimum fee of $5,000 per year for investment management
The firm’s portfolio services are offered to those with smaller portfolio needs such as a beginner investor and retirees with 401(k) rollovers.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Address
190 BUCKLEY DRIVE ROCKFORD IL, 61107
Phone number
815-227-0300
Frequently Asked Questions
Can financial advisors help debt?
Yes. Financial advisors specialize in helping you tackle difficult situations like debt. After you disclose relevant details, they will recommend a plan that may involve budgeting, tax optimization and much more.
Can I talk to a financial advisor for free?
Yes! Your first consultation with an advisor is usually free.
Do financial advisors check your credit?
No, financial advisors typically don’t check your credit unless it is necessary.
Find a Financial Advisor Today
Now is the perfect time to work with a financial advisor. They help you manage your portfolio, debt, retirement and much more. Ensure that you communicate your concerns with your advisor so your advisor can help you meet your goals.
Methodology
To determine the top financial advisors in Rockford, we pored through all SEC-registered advisory firms that have an office in Rockford. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.