24 financial advisors & firms and 24 insurance agents verified near Chicago, IL — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Chicago, IL 60614 · Registered investment adviser · $903M AUM
CRD 158489 · verify at the regulator
RIA firm · Chicago, IL 60614 · Registered investment adviser · $1.9B AUM
CRD 161298 · verify at the regulator
RIA firm · Chicago, IL 60614 · Registered investment adviser · $201M AUM
CRD 167037 · verify at the regulator
RIA firm · Chicago, IL 60614 · Registered investment adviser
CRD 282901 · verify at the regulator
RIA firm · Chicago, IL 60614 · Registered investment adviser · $56M AUM
CRD 319203 · verify at the regulator
RIA firm · Chicago, IL 60657 · Registered investment adviser · $10M AUM
CRD 144702 · verify at the regulator
RIA firm · Chicago, IL 60657 · Registered investment adviser · $184M AUM
CRD 161830 · verify at the regulator
RIA firm · Chicago, IL, IL 60610 · Registered investment adviser · $17M AUM
CRD 156140 · verify at the regulator
RIA firm · Chicago, IL 60610 · Registered investment adviser · $77M AUM
CRD 168087 · verify at the regulator
RIA firm · Chicago, IL 60642 · Registered investment adviser · $226M AUM
CRD 123176 · verify at the regulator
RIA firm · Chicago, IL 60642 · Registered investment adviser
CRD 148694 · verify at the regulator
Advisor · Morgan Stanley · Chicago, IL · UHNW private wealth team, ~$1.6B AUM
Advisor · Morgan Stanley · Chicago, IL · UHNW families and foundations
Advisor · Morgan Stanley · Chicago, IL · High-touch wealth management, seasoned team
Advisor · Morgan Stanley · Chicago, IL · Forbes 2026 Best-In-State Wealth Management Team
Advisor · Morgan Stanley · Chicago, IL · Retirement, business planning, philanthropy, sports & entertainment
Advisor · Morgan Stanley · Chicago, IL · Customized wealth strategies and financial planning
Advisor · Morgan Stanley · Chicago, IL · Wealth management; lead advisor resides in Winnetka
Advisor · Wells Fargo Advisors · Chicago, IL · Wealth management and lending services
Advisor · Raymond James · Chicago, IL · Branch team incl. Richard A. Bone CFP, James A. Eller, Nancy G. Free CFP, Samuel Gross CFP, Todd Hamilton CFP
Advisor · Raymond James · Chicago, IL · Retirement-focused wealth management
Advisor · J.P. Morgan Wealth Management · Chicago, IL · Investment management, banking, lending, trust & estate planning; 21 S Clark St
Advisor · J.P. Morgan Wealth Management · Chicago, IL · Goals-based wealth advice with J.P. Morgan global capabilities
Advisor · J.P. Morgan Wealth Management · Chicago, IL · Wealth advisory for families and business owners
Insurance · State Farm · Chicago, IL 60610 · 40-year agent, 860 N Clark St; auto, home, condo, life
Insurance · State Farm · Chicago, IL 60610 · Agent since 1999, 860 N Clark St; auto, home, condo, life
Insurance · Allstate · Chicago, IL 60610 · 521 W North Ave; auto, condo, home
Insurance · Allstate · Chicago, IL 60610 · Near North Side agency; auto, condo, renters, home
Insurance · Chicago, IL · High-net-worth individuals; high-rise/Gold Coast condo, loss assessment, personal liability
Insurance · Chicago, IL · Top-50 US high-net-worth insurance broker; property, liability, collections for affluent families
Insurance · Chicago, IL · Private client / HNW families: multiple homes, collections, umbrella, aviation/marine
Insurance · Chicago, IL · Independent agency; personal lines and condo coverage for Chicago north-side/near-north neighborhoods
Insurance · Allstate · Chicago, IL 60611 · 645 N Michigan Ave Ste 400; auto, condo, home
Insurance · Skokie, IL · Independent since 1885; high-value estates, historic/distinctive homes in Wilmette & Winnetka
Insurance · Evanston, IL 60201 · Independent brokerage; personal, business, life; 820 W Davis St
Insurance · Farmers · Evanston, IL 60201 · Home insurance for individuals, families, small businesses in Evanston
Insurance · Skokie, IL 60077 · Boutique personal-lines brokerage for successful families: homes, art, wine, jewelry, collections, excess umbrella, yachts
Insurance · Wilmette, IL 60091 · High-value home, flood, umbrella; lakefront risk, CRS flood discounts, North Shore estates (Winnetka, Glencoe, Kenilworth pages)
Insurance · State Farm · Wilmette, IL 60091 · Home, auto, life in Wilmette
Insurance · Allstate · Wilmette, IL 60091 · Home, auto, life; serves Wilmette, Winnetka, Kenilworth, Glencoe
Insurance · Allstate · Kenilworth, IL 60043 · Kenilworth-based; serves Wilmette, Winnetka, Glencoe, Northfield, Highland Park
Insurance · State Farm · Glenview, IL · Serves Glenview, Northbrook, Northfield, Wilmette, Winnetka, Glencoe
Insurance · Winnetka, IL 60093 · Family-owned independent since 1958; home/auto for Winnetka and North Shore
Insurance · State Farm · Winnetka, IL 60093 · Home, auto, life in Winnetka
Insurance · State Farm · Glencoe, IL 60022 · Glencoe/Wilmette; also Highwood office serving Highland Park, Lake Forest, Lake Bluff
Insurance · Northbrook, IL 60062 · Independent multi-carrier; home, auto, business; 628 Academy Dr
Insurance · State Farm · Northbrook, IL 60062 · Northbrook + Wilmette offices; serves Glencoe, Winnetka, Kenilworth
Insurance · State Farm · Northbrook, IL 60062 · 19+ years; auto/home for Northbrook, Wilmette, Glencoe
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.