Best Financial Advisors in Libertyville, IL

15 firms listed · 10 in Libertyville · 1 open 24/7 · 2 open weekends · 11 rated 4.5+

Data verified October 18, 2026

The Tranel Financial Group

The Tranel Financial Group

5.0 27 reviews
“He made me feel very secure in knowing the things I need to do going forward in having the type of retirement lifestyle that I would like.”
BBB A+Since 1991
1509 N Milwaukee Ave
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North Shore Asset Management and Tax Advisory

North Shore Asset Management and Tax Advisory

5.0 31 reviews
“He always provides professional service, and tax advice that has helped me accomplish my goals”
Since 2008
1880 W Winchester Rd Ste 112
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JB Brown & Co

JB Brown & Co

4.2 7 reviews
“Took care of my business and personal tax preparation.”
Since 1995
1880 W Winchester Rd
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Harrison Wallace Financial Group

Harrison Wallace Financial Group

Since 2000
728 Florsheim Dr Ste 12
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Liberty One Investment Management

Liberty One Investment Management

5.0 1 review
“Guilian has been so kind and helpful.”
Since 2013
1509 N Milwaukee Ave
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Friese Financial Services

Friese Financial Services

5.0 1 review
Since 1998
740 Florsheim Dr Ste 10
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The 15 firms listed for Libertyville, 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: Libertyville, IL

Of the 15 firms we list here, 10 are in Libertyville itself and 5 come from towns including Hawthorn Woods (1, 8 mi), Waukegan (1, 8 mi) and Buffalo Grove (1, 9 mi). 12 of the firms on this page have a rating, from 4.1 to 5.0 across 285 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (89%) and quality (75%). 1 is open around the clock and 2 are open on weekends. 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 10 list a public email and 6 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 Libertyville listed here?

10 of the 15 firms are located in Libertyville. 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.

Patrick M. Sweeney & Associates

Patrick M. Sweeney & Associates

Since 2014
900 Technology Way #260
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Prism Planning Partners

Prism Planning Partners

LicensedSince 2017Prices online
321 S Milwaukee Ave
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Seidler & Associates

Seidler & Associates

Since 2000Prices online
1580 S Milwaukee Ave #101
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Trew Benefits

Trew Benefits

Since 2000
1117 S Milwaukee Ave suite A-2
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Briggs Financial

Briggs Financial

5.0 48 reviews
“Briggs has done a fantastic job at helping us worry less about money and actually become more excited about our financial picture.”
Free consultationOpen 24 hoursSince 1985
Round Lake Beach, IL · 9 mi from Libertyville
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Wealth Financial Services & Tax Advisory

Wealth Financial Services & Tax Advisory

4.8 48 reviews
“He gave me some great ideas to improve my portfolio, and he took the time to understand my personal needs for now and in the future.”
Since 2015
Buffalo Grove, IL · 9 mi from Libertyville
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Book onlineBook
Financial Design Studio

Financial Design Studio

5.0 39 reviews
“He also completed a very detailed tax analysis to help us project our tax liability for 2023.”
Free phone consultationServes United StatesSince 2017Prices online
Deer Park, IL · 10 mi from Libertyville
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DHD Financial Services

DHD Financial Services

5.0 21 reviews
“Definitely worth to trust for your financial services needs.”
Since 2015Prices online
Hawthorn Woods, IL · 8 mi from Libertyville
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Dieck Arenas & Associates

Dieck Arenas & Associates

4.8 8 reviews
“I have been a client for over 30 years and I recommend this accounting firm to anyone looking for honest trustworthy accountants who provide outstanding quality of service.”
Free phone consultationServes Northern Illinois, Southern WisconsinSince 1973BBB A+
Waukegan, IL · 8 mi from Libertyville
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HomeWealth Management AdvisorsIllinoisLibertyville, IL

Why these companies made our list

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