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
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market

Financial ADVSR advisor directory · SEC adviser records

Planpilot financial advisors in Illinois

Every SEC-registered investment adviser representative at a Planpilot office in Illinois, by city and A to Z.

4 registered advisors work at Planpilot in Illinois, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Chicago (4). 0 list the CFP designation and 0 are also registered broker representatives.

Planpilot advisors by city in Illinois

Every firm in Illinois →

Chicago 4

Planpilot advisors in Illinois, A to Z

Search by name →

Planpilot advisors in every state →Planpilot: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Planpilot financial advisors are in Illinois?

4 investment adviser representatives are registered at Planpilot offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Illinois does Planpilot have the most advisors?

Chicago, with 4. Planpilot has advisors in 1 city in Illinois.

How do I check a Planpilot advisor in Illinois?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Planpilot office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.