Popular Cities
24 firms listed · 13 in Evanston · 7 open weekends · 17 rated 4.5+ · 2 show a license
Data verified October 24, 2026
The 24 firms listed for Evanston, 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.
Of the 24 firms we list here, 13 are in Evanston itself and 11 come from towns including Chicago (5, 14 mi), Northbrook (2, 9 mi) and Des Plaines (1, 11 mi). 17 of the firms on this page have a rating, from 4.8 to 5.0 across 886 reviews; 7 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise responsiveness (96%), professionalism (92%) and quality (84%). The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". 6 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), retirement planning (3), tax planning (3), wealth management (3) and estate planning (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 offer a free initial consultation and 1 is family- or locally-owned. 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.
7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
