Best Financial Advisors in Plainfield, IL

24 firms listed · 4 in Plainfield · 4 open weekends · 22 rated 4.5+ · 1 shows a license

Data verified October 21, 2026

Klover & Company Cpa's

Klover & Company Cpa's

(8)
  • Income Tax
“I look forward to using their services in the future and as a local Plainfield resident, I'm glad there is such top notch, high level service right in our downtown area regardless of if you're a small business or filing a single income tax return, th...”
Transparent Fees & Pricing
In Business Since 1992
24110 Lockport St, Plainfield, IL
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Investment Solution Services

Investment Solution Services

Accepts All Major Credit Cards
In Business Since 2012
14150 US-30, Plainfield, IL
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Beacon Financial Planning

Beacon Financial Planning

In Business Since 1997
14710 Naperville Rd, Plainfield, IL
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Executive & Estate Planners

Executive & Estate Planners

In Business Since 2015
Willowbrook, IL · 18 mi from Plainfield
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Shankland Financial Advisors

Shankland Financial Advisors

(2)
“We both have very little experience with the industry and frankly I have always thought of them as slick and only for rich people.”
24014 W Renwick Rd Suite 105, Plainfield, IL
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Pensinger Financial

Pensinger Financial

(50)
  • Options
  • Happy
  • Management
“He's honest, transparent, consciencious, prompt, very straightforward, not salesy, and genuinely interested in knowing me and providing the best service and care of my financial future.”
Transparent Fees & Pricing
In Business Since 2013
Lemont, IL · 13 mi from Plainfield
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The 24 firms listed for Plainfield, 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: Plainfield, IL

Of the 24 firms we list here, 4 are in Plainfield itself and 20 come from towns including Naperville (10, 9 mi), Warrenville (2, 14 mi) and Downers Grove (2, 16 mi). The firms on this page are rated from 4.0 to 5.0 across 482 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "understanding". 4 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), investment management (3), retirement planning (3), estate planning (2) and tax (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. 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.

Do firms listed for Plainfield take financial planning bookings online?

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.

Stenger Family Office | Naperville Financial Advisor

Stenger Family Office | Naperville Financial Advisor

(42)
  • Work
  • Question
  • Roth
“Awesome team that hits on every front - proven expertise, always available, and most importantly a personal experience that makes you feel like a member of the Stenger family.”
In Business Since 2023
Naperville, IL · 9 mi from Plainfield
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Susan S. Lewis

Susan S. Lewis

(44)
  • Mind
  • Small Business
  • Trust
“We have been working with Sue and her team since 1989 and found them to be professional, courteous, and always willing to take the extra step to meet our needs.”
Naperville, IL · 9 mi from Plainfield
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F5 Financial

F5 Financial

(22)
  • Goals
  • Company
  • Education
“They manage my retirement and investment accounts, but they also helped me optimize things I hadn't thought about, like my insurance and setting up a will and trust.”
Transparent Fees & Pricing
In Business Since 2011
Naperville, IL · 9 mi from Plainfield
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Millington Financial Advisors

Millington Financial Advisors

(1)
“I have had the incredible benefit of their financial expertise.”
Accepts All Major Credit Cards
BBB Rating: A+
In Business Since 2014
Naperville, IL · 9 mi from Plainfield
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Hanson Financial Services

Hanson Financial Services

Accepts All Major Credit Cards
BBB Rating: A+
In Business Since 2011
Naperville, IL · 9 mi from Plainfield
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Trifound

Trifound

(1)
“Knowledgeable, friendly staff; easy to reach and make appointments; good fund growth.”
BBB Rating: A+
In Business Since 2006
Lisle, IL · 15 mi from Plainfield
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SAI Financial Services

SAI Financial Services

(22)
  • Retirement
  • Financial Advisor
  • Management
“Mike is very passionate about financial literacy and his profession and is always open to communication to help answer any questions or recommendations.”
In Business Since 1983
Warrenville, IL · 14 mi from Plainfield
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Radha Associates

Radha Associates

(13)
  • Efficient
  • Financial
“Moreover they performed these services in a timely manner and have been proactive in working with me to get the necessary information in order to properly file my taxes.”
In Business Since 2008
Naperville, IL · 9 mi from Plainfield
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Lifesmart Senior Services/Olofsson Financial Advisors

Lifesmart Senior Services/Olofsson Financial Advisors

(15)
  • Needs
  • Medicaid
  • Medical
“Dan and his team are THE BEST AROUND for providing Seniors with the proper Medicare, Med Supp and Rx coverage they need and he even makes house calls!!!”
Free Initial Consultation
In Business Since 2020
New Lenox, IL · 16 mi from Plainfield
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Wolfpack Capital

Wolfpack Capital

(11)
  • Happy
  • Understanding
  • The Future
“Even for those that think they have diversified their money on their own, Vincent is still able to find areas for you to invest your money to ensure you have a nest egg for the future as well as options for short gains.”
Licensed
In Business Since 2021
Downers Grove, IL · 16 mi from Plainfield
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Waterseed Wealth Management

Waterseed Wealth Management

(1)
“Thea is Very dilligent and communicates regularly with her clients”
Transparent Fees & Pricing
In Business Since 2006
Naperville, IL · 9 mi from Plainfield
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Fiduciary Financial Partners

Fiduciary Financial Partners

(5)
  • Question
  • Market
  • Team
“Fiduciary Financial Partners provides my business and family trusted advice on all things related to retirement, including corporate DB plan and DC plans.”
In Business Since 2011
Naperville, IL · 9 mi from Plainfield
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NR Group Tax Services

NR Group Tax Services

(9)
  • Money
“Very good service, friendly and attentive, I personally recommend the professional service, they helped me with my taxes and to start a new business adventure, it was very fast and safe, they helped me with all the doubts I had.”
Se Habla Español
In Business Since 2009
Aurora, IL · 10 mi from Plainfield
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Matsock Financial

Matsock Financial

(1)
“Excellent staff, excellent everything!!!”
Family Business
In Business Since 2019
Naperville, IL · 9 mi from Plainfield
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Butler Accounting & Taxes

Butler Accounting & Taxes

(10)
“I am so pleased to find a new accounting firm that I can have confidence in.”
In Business Since 2018
Warrenville, IL · 14 mi from Plainfield
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The Stanton Group WP | Seacrest Wealth Management

The Stanton Group WP | Seacrest Wealth Management

(4)
  • Questions
  • Advisor
  • Kids
“This was especially recognized when he helped us through the personal and difficult situation of making financial and care decisions for my ailing father.”
In Business Since 2016
Naperville, IL · 9 mi from Plainfield
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Pinnacle Financial Planning

Pinnacle Financial Planning

(13)
  • Logical
  • Options
  • Company
“When Patrick and I crossed paths I had just lost my husband and I found myself tasked with trying to secure the financial future for myself and my children.”
Free Initial Consultation
In Business Since 2022
16 mi from Plainfield
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Professional Wealth Advisors

Professional Wealth Advisors

(2)
“A great team”
In Business Since 2015
Downers Grove, IL · 16 mi from Plainfield
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HomeWealth Management AdvisorsIllinoisPlainfield, IL

Retirement Planning and Investment Management Services in Plainfield, IL Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 297 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 297 cost profiles.

Why these companies made our list

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