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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Chicago, IL

Every SEC-registered financial advisor at a firm office in Chicago who lists the Certified Financial Planner designation, A to Z.

740 CFP professionals work in Chicago; the most are at Hightower Advisors, LLC (118). 295 are also registered broker representatives.

CFP advisors in Chicago, A to Z (first 500 of 740)

Every advisor in Chicago →

Firms with the most CFP professionals in Chicago

Hightower Advisors, LLC 118The Mather Group, LLC 27Corient 26Curi Capital, LLC 26J.P. Morgan Securities LLC 25Cresset Asset Management, LLC 23Focus Partners Wealth, LLC 22Iht Wealth Management LLC 20LPL Financial LLC 19Schwab Wealth Advisory, Inc. 19Rockefeller Financial LLC 16William Blair 15Wealthspire Institutional, LLC 14Cibc Private Wealth Advisors, Inc. 10Charles Schwab & Co., Inc. 9

CFP advisors in other Illinois cities

All of Illinois →

Rockford 203Downers Grove 136Naperville 100Oak Brook 67Oakbrook Terrace 56Schaumburg 52Springfield 50Wheaton 49Deerfield 45Lombard 41Northbrook 38Champaign 37Lisle 30Itasca 28Elmhurst 27Skokie 26Arlington Heights 25Barrington 25Orland Park 25Palatine 23Evanston 22Peoria 21Libertyville 19Northfield 18

Questions

How many CFP financial advisors are in Chicago, IL?

740 SEC-registered investment adviser representatives at firm offices in Chicago, Illinois list the CFP designation; Hightower Advisors, LLC employs the most of them (118).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Chicago?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.