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Edge Financial Advisors
“Many years 30 plus, great advice and care.”
Best Financial Advisors in Wheaton, IL
24 firms listed · 12 in Wheaton · 4 open weekends · 16 rated 4.5+
Data verified October 18, 2026
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Foundation Wealth Strategies
“Excellent financial advisor who is well versed in a variety of investment vehicles & strategies.”
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Brookstone Capital Management
“Very reputable company.”
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Prizm Financial Advisors
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Monetta Financial Services
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Paulson Wealth Management
The 24 firms listed for Wheaton, 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: Wheaton, IL
Of the 24 firms we list here, 12 are in Wheaton itself and 12 come from towns including Naperville (4, 8 mi), Elgin (3, 17 mi) and Oakbrook Terrace (1, 6 mi). 16 of the firms on this page have a rating, from 4.6 to 5.0 across 911 reviews; 9 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (81%) and quality (64%). The topics that come up most in reviews of the firms on this page are "knowledge" and "trust". 4 are open on Saturdays. 1 has a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 18 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 Wheaton listed here?
12 of the 24 firms are located in Wheaton. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Globalmacro Partners
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Larrabee Wealth Management of Benjamin F. Edwards & Co.
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Keffer Financial Planning
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Capital Management Group
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Timothy Financial Counsel
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Fairhaven Wealth Management
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Wilsave
- Education
- Company
- Pie
“Company has high integrity, listens and wants the best for you even if it is an account that he didn't get for you if he couldn't do better he tells you Steve and group is the best”
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Guardian Wealth Advisory Group
- Portfolio
- Trust
- Quality
“Very friendly staff, tailor their help to your needs, updates given weekly and great feeling of security knowing your financial future is taken care of”
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The Dala Group
- Market
- Questions
- Advice
“They helped me with my financial choices as I navigated through retirement of one career and transitioned to the next (I'm not ready to retire permanently yet).”
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Pensinger Financial
- Products
- Goals
- Management
“I've known Mike on a professional and personal level for about 10 years and there's nobody that I would trust to handle the future of me and my family more than Mike.”
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Livingston Taxes
- Refund
- Tax Services
“Now as a business owner, Livingston Taxes has helped me through my business journey with education, helpful info for in regards to payroll info and many more.”
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Goldstone Financial Group
- Mind
- Company
- Management
“The food and service was 4 star but the best part was meeting a number of their other clients and getting to know not only our immediate company contacts but most of their supporting staff members.”
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SK Tax Associates
- The Moon
- Cost
- Pay
“Went in to complete tax return.”
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Pillar & Company, Cpas
- Team
- Questions
- Job
“First occasion we were audited by insurance company and needed our previous year tax forms in hand this company quickly moved and helped me pass our audit.”
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Stenger Family Office | Naperville Financial Advisor
- Mind
- Confidence
- 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.”
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Hopp Accounting & Tax Services
- Cost
- Questions
- Tax Return
“He has done my personal and business returns for three years and I wish I had used his service long before that rather than the tax software I had been using.”
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Susan S. Lewis
- Planning
- Work
- Trust
“Been doing my taxes here for years now, they make it really easy, sending a very clear worksheet, easily handle any extra complications and get things done quickly.”
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F5 Financial
- Life
- Portfolio
- Education
“The first time we met with Curt we had a gut feeling that he could be trusted, and over the last 6 years of working with him, that has really proven to be true.”
Retirement Planning and Investment Management Services in Wheaton, IL Cost Estimates
Minimum cost
$1037
Maximum cost
$8807
National Average
$3109
Avg Per Hour Rates
$311
$2073
$5699
Average price range is based on 379 cost profiles
Why these companies made our list
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