Best Financial Advisors near Bolingbrook, IL
We have 2 firms in Bolingbrook on file, and both are on this list, along with 13 from towns including Naperville (6, 5 mi), Warrenville (2, 9 mi) and Lemont (1, 6 mi).
2 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
RL Wealth Management Group
Book onlineBook
Stenger Family Office | Naperville Financial Advisor
“Solid, professional and lovely team that I'd recommend to anyone who wants to get their finances in order.”
Pensinger Financial
“He explained in simple terms how and why I was investing and made the investment changes for me so I didn't have to figure it out myself or make a mistake.”
Goldstone Financial Group
“We are grateful to have chosen Goldstone, that has a complete custom retirement road map for us, rather than the other five Financial Companies we were with for the last 13 years that focused only on the investment portfolio.”
Book onlineBook
SAI Financial Services
“They have set me up for success in many ways and always continue to make sure I am doing everything I can to prepare for the future.”
The 15 firms listed for Bolingbrook, IL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Bolingbrook, IL
13 of the 15 firms on this page have a rating, from 4.1 to 5.0 across 691 reviews; 5 have 50 or more reviews and 12 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are investment management (4), retirement planning (4), estate & legacy planning (2) and tax planning (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 43 years. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 10 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Bolingbrook listed here?
2 of the 15 firms are located in Bolingbrook. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
F5 Financial
“I had a consultation with Curt recently in regards to developing an approach to a specific debt situation and Curt was incredibly helpful and jumped right in to problem solving.”
Book onlineBook
Alpha Wealth Group
“We have been with Tom for several years and he has educated us on several important issues.”
Fiduciary Financial Partners
“The team at FFP are not only highly professional and keen to work for their clients' interests, they are also personally involved and wonderfully supportative.”
Streamline Financial Services
“They have been faithful to manage my financial affairs and helpful with advice.”
Susan S. Lewis
“We never feel as though our questions are answered in a rushed manner, nor do we feel that answers to these questions fit a "one size fits all" mold.”
Millington Financial Advisors
“I have had the incredible benefit of their financial expertise.”
Hanson Financial Services
Trifound
“Knowledgeable, friendly staff; easy to reach and make appointments; good fund growth.”
4wealth Financial Group
“We have a small nonprofit and we would be lost without Daniel's expert assistance.”
Why these companies made our list
What clients say about firms near Bolingbrook
- “They are very knowledgeable and have given us real confidence that our retirement planning is under control.” — client of Alpha Wealth Group
- “Mike is very professional and knowledgeable when it comes to investment and pension advice.” — client of Pensinger Financial
- “After seeing the care and attention they put into my wife’s financial plan, I was confident moving my own accounts as well.” — client of Goldstone Financial Group
- “The SAI group has always gone above and beyond, they truly understand how to help my family achieve our retirement plans.” — client of SAI Financial Services
- “We would highly recommend them to anyone looking for excellent financial planners with a solid moral compass.” — client of Streamline Financial Services
Excerpts from public reviews of the firms listed on this page.
Is this page useful? Yes
No
Is there anything wrong with this page?
