Lumen Capital Management
40yrs
Top advisor by experience in River Forest
Financial advisors in River Forest, IL
Looking for a financial advisor in River Forest, IL? We list 14 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.
14Advisors with offices here
26Median years of experience
0%At fee-only firms
12Firms represented
Largest firms here: Citigroup Global Markets (2), State Farm Investment Management (2), Raymond James & Associates (1).
Nearby: Elmwood Park, Oak Park, Forest Park, River Grove, Melrose Park, Franklin Park, Bellwood, Broadview.
P.A. Berg Retirement Solutions
35yrs
Top 8% by experience in Illinois
Mutual Advisors
35yrs
Top 9% by experience nationwide
Osaic Wealth
30yrs
Top 16% by experience nationwide
LPL Financial
28yrs
Top 20% by experience in Illinois
State Farm Investment Management
26yrs
Top 7% by experience at State Farm Investment Management
State Farm Investment Management
26yrs
Top 9% by experience at State Farm Investment Management
Citigroup Global Markets
18yrs
More experience than 68% of advisors at Citigroup Global Markets
Raymond James & Associates
16yrs
More experience than 52% of advisors nationwide
Quantum Capital Investments
15yrs
More experience than 51% of advisors nationwide
Fifth Third Securities
12yrs
12 years in the industry
Edward Jones
12yrs
More experience than 56% of advisors at Edward Jones
Citigroup Global Markets
10yrs
10 years in the industry
William Blair & Company
5yrs
5 years in the industry
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.”
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HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.