EP Wealth Advisors
47yrs
Top advisor for experience in Palatine
Financial advisors in Palatine, IL
Looking for a financial advisor in Palatine, IL? We list 82 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
82Advisors with offices here
19Median years of experience
91%At fee-only firms
34Firms represented
Largest firms here: LPL Financial LLC (12), Highpoint Planning Partners (9), Edward Jones (9).
Nearby: Arlington Heights, Rolling Meadows, Prospect Heights, Buffalo Grove, Wheeling, Mount Prospect, Schaumburg, Barrington.
LPL Financial
46yrs
Top 1% for experience in Illinois
EP Wealth Advisors
40yrs
Top 2% for experience at EP Wealth Advisors
Highpoint Planning Partners
39yrs
Top 3% for experience at Highpoint Planning Partners
Detterbeck Wealth Management
38yrs
Top 5% for experience in Illinois
LPL Enterprise
38yrs
Top 5% for experience in Illinois
Fee-Only Financial Advisors
36yrs
Top 6% for experience in Illinois
LPL Financial
36yrs
Top 7% for experience in Illinois
Northern Trust Securities
36yrs
Top 4% for experience at Northern Trust Securities
Highpoint Planning Partners
35yrs
Top 8% for experience in Illinois
Private Advisor Group
35yrs
Top 9% for experience nationwide
LPL Financial
35yrs
Top 9% for experience nationwide
VON Holt Financial Advisors
34yrs
Top 9% for experience nationwide
Ameriprise Financial Services
33yrs
Top 12% for experience nationwide
Cetera Investment Advisers
32yrs
Top 13% for experience nationwide
Mason Investment Advisory Services
32yrs
Top 10% for experience at Mason Investment Advisory Services
Ausdal Financial Partners
32yrs
Top 14% for experience nationwide
Cwm
31yrs
Top 11% for experience at Cwm
Chicago Partners Investment Group
30yrs
Top 16% for experience at Chicago Partners Investment Group
Osaic Wealth
30yrs
Top 17% for experience nationwide
LPL Financial
30yrs
Top 17% for experience nationwide
LPL Financial
29yrs
Top 18% for experience nationwide
Locke Financial Services
29yrs
Top 19% for experience in Illinois
Investment Resources Center
28yrs
Top 19% for experience nationwide
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.