Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in South Barrington, IL

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

10 CFP professionals work in South Barrington; the most are at Vermillion Financial Advisors, Inc. (5). 4 are also registered broker representatives.

CFP advisors in South Barrington, A to Z

Every advisor in South Barrington →
  • Phillip C. CoadVermillion Financial Advisors, Inc. · Certified Financial Planner
  • Jason D. DhoogheVermillion Financial Advisors, Inc. · Certified Financial Planner
  • Deanna K. KlokkengaWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • John La SpisaVermillion Financial Advisors, Inc. · Certified Financial Planner
  • Mark S. LaspisaVermillion Financial Advisors, Inc. · Certified Financial Planner
  • Stanley J. NieminskiFortis Capital Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
  • Jeffrey J. PearceVermillion Financial Advisors, Inc. · Certified Financial Planner
  • Cheryl L. RedCharles Schwab & Co., Inc. · Certified Financial Planner
  • Daniel M. SavasRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Edward V. ScobySequoia Wealth Management, LLC · Certified Financial Planner

Firms with the most CFP professionals in South Barrington

Vermillion Financial Advisors, Inc. 5Charles Schwab & Co., Inc. 1Fortis Capital Advisors, LLC 1Raymond James Financial Services Advisors, Inc. 1Sequoia Wealth Management, LLC 1Wells Fargo Advisors Financial Network, LLC 1

CFP advisors in other Illinois cities

All of Illinois →

Chicago 740Rockford 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 19

Questions

How many CFP financial advisors are in South Barrington, IL?

10 SEC-registered investment adviser representatives at firm offices in South Barrington, Illinois list the CFP designation; Vermillion Financial Advisors, Inc. employs the most of them (5).

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 South Barrington?

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.