Book onlineBook
Lake Growth Financial Services
“We are continuing to add to our portfolio with his expertise guidance as well as having my sibling utilize his services.”
Best Financial Advisors in St. Charles, IL
15 firms listed · all 15 in St. Charles · 4 open weekends · 11 rated 4.5+
Data verified October 21, 2026
New Horizon Wealth Strategies
Saint Charles Wealth Management
“Mike Tosaw has been my financial advisor for over 10 years and I would recommend him to everyone.”
The Humke Group
“Cammie Humke is great to work with.”
Morrison & Associates Wealth Management
Olsen Accounting & Business Services
“Good service and sharp business consulting advice”
The 15 firms listed for St. Charles, 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: St. Charles, IL
All 15 firms we list here are in St. Charles itself. 11 of the firms on this page have a rating, from 4.8 to 5.0 across 61 reviews. 4 are open on Saturdays. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 9 publish a contact page; 9 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for St. Charles take financial planning bookings online?
3 of the 15 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.
Onpath Financial
“Have worked with OnPath for a number of years and love their team....”
On Target Financial
“I highly recommend Shawn and On Target Financial!”
Beyond Wealth Management
“Kathleen is very knowledgeable when it comes to both your personal finance and your business finance.”
Legacy Wealth Management
Fox River Financial Consultants
Royal Asset Managers
Total Clarity Wealth Management
“I've worked with Total Clarity Wealth Management for several years, and find them to be extremely knowledgeable and very responsive to my questions and requests.”
Strategic Payment Solutions
Cantlon Financial Planning
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
