Directory · consent-first

Near 60014. Crystal Lake.

24 financial advisors & firms and 6 insurance agents verified near Crystal Lake, IL — every one cited to the regulator, claimable and removable by the person named.

Find your person

Search this ZIP — or use your location

Talk to someone about my money

We start on Money, the need most people arrive with. Tap any of the 6 above to search something else.

Financial

Advisors & firms near 60014

American Community Wealth Management, LLC0 mi

RIA firm · Crystal Lake, IL 60014 · Registered investment adviser · $195M AUM

CRD 147376 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Piershale Wealth Management, LLC0 mi

RIA firm · Crystal Lake, IL 60014 · Registered investment adviser · $27M AUM

CRD 312770 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sansone CPA & Financial0 mi

RIA firm · Crystal Lake, IL 60014 · Registered investment adviser

CRD 338455 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hendricks Wealth and Estate Management4.7 mi

RIA firm · Algonquin, IL 60102 · Registered investment adviser · $536M AUM

CRD 289593 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Significant Wealth Partners LLC4.8 mi

RIA firm · Cary, IL 60013 · Registered investment adviser · $126M AUM

CRD 293060 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Heritage Strategic Wealth, LLC4.8 mi

RIA firm · Cary, IL 60013 · Registered investment adviser · $46M AUM

CRD 338025 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

James T. Borello & CO.8.4 mi

RIA firm · East Dundee, IL 60118 · Registered investment adviser · $514M AUM

CRD 16860 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Assured Advisory Group, LLC8.4 mi

RIA firm · East Dundee, IL 60118 · Registered investment adviser · $87M AUM

CRD 316449 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kinnamon & Associates LTD II10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $118M AUM

CRD 106701 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Essex LLC10.2 mi

RIA firm · Deer Park, IL 60010 · Registered investment adviser · $649M AUM

CRD 108352 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Vermillion Financial Advisors, INC.10.2 mi

RIA firm · South Barrington, IL 60010 · Registered investment adviser · $387M AUM

CRD 119239 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Woodfield Financial Advisors, INC.10.2 mi

RIA firm · Deer Park, IL 60010 · Registered investment adviser · $230M AUM

CRD 123279 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Timothy J Mcdonald CPA Cfp10.2 mi

RIA firm · Lake Barrington, IL 60010 · Registered investment adviser · $65M AUM

CRD 125211 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Trader Wealth Management, LLC10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $93M AUM

CRD 147190 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Retirement Matters, INC.10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $25M AUM

CRD 167152 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sequoia Wealth Management, LLC10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $600M AUM

CRD 170543 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Clearview Wealth Solutions, LLC10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $42M AUM

CRD 171996 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Virtue Asset Management LLC10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $211M AUM

CRD 283438 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Financial Design Studio, INC.10.2 mi

RIA firm · Deer Park, IL 60010 · Registered investment adviser · $106M AUM

CRD 286686 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Carter Financial Group, INC.10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $382M AUM

CRD 301025 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Illuminate Wealth Management10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $168M AUM

CRD 306411 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

MT Financial Planning10.2 mi

RIA firm · Lake Barrington, IL 60010 · Registered investment adviser · $36M AUM

CRD 307686 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Simplified Wealth Management, LLC10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $23M AUM

CRD 312513 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Barzideh & Nadeau Wealth Management LLC10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $60M AUM

CRD 334876 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 60014

Price Insurance (now EPIC Private Client)23.8 mi

Insurance · Lake Forest, IL 60045 · 4th-generation family agency (est. 1937); affluent North Shore personal lines; acquired by EPIC's Private Client practice (2025)

This is you? Claim itclaimable & removable by its owner

Webb Insurance Group23.8 mi

Insurance · Lake Forest, IL 60045 · Independent agency, personal and commercial lines, 250 E Illinois Rd

This is you? Claim itclaimable & removable by its owner

Jeff Smith23.8 mi

Insurance · State Farm · Lake Forest, IL 60045 · Home, auto, life in Lake Forest

This is you? Claim itclaimable & removable by its owner

Craig Perry23.8 mi

Insurance · State Farm · Lake Forest, IL 60045 · Home, auto, life; 20+ years serving Lake Forest

This is you? Claim itclaimable & removable by its owner

Chap Waters23.8 mi

Insurance · State Farm · Lake Forest, IL 60045 · Home, auto, life in Lake Forest

This is you? Claim itclaimable & removable by its owner

Hill & Stone Insurance Agency24.3 mi

Insurance · Lake Bluff, IL 60044 · Est. 1912; high-value/coastal homes, antique autos, fine art, collections, umbrella; serves Lake Bluff, Lake Forest, Kenilworth, Wilmette

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Crystal Lake, IL.

Every listing is either public record, cited and dated, or the professional's own claim, verified with their regulator. We never bulk-copy restricted registries, we never list anyone against their wishes, and we remove on request. A directory is not advice: confirm a licence with the regulator before you rely on it.

← Back to the national directory

Directory · consent-first

Near 60014. Crystal Lake.

24 financial advisors & firms and 6 insurance agents verified near Crystal Lake, IL — every one cited to the regulator, claimable and removable by the person named.

Find your person

Search this ZIP — or use your location

Talk to someone about my money

We start on Money, the need most people arrive with. Tap any of the 6 above to search something else.

Financial

Advisors & firms near 60014

American Community Wealth Management, LLC0 mi

RIA firm · Crystal Lake, IL 60014 · Registered investment adviser · $195M AUM

CRD 147376 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Piershale Wealth Management, LLC0 mi

RIA firm · Crystal Lake, IL 60014 · Registered investment adviser · $27M AUM

CRD 312770 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sansone CPA & Financial0 mi

RIA firm · Crystal Lake, IL 60014 · Registered investment adviser

CRD 338455 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hendricks Wealth and Estate Management4.7 mi

RIA firm · Algonquin, IL 60102 · Registered investment adviser · $536M AUM

CRD 289593 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Significant Wealth Partners LLC4.8 mi

RIA firm · Cary, IL 60013 · Registered investment adviser · $126M AUM

CRD 293060 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Heritage Strategic Wealth, LLC4.8 mi

RIA firm · Cary, IL 60013 · Registered investment adviser · $46M AUM

CRD 338025 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

James T. Borello & CO.8.4 mi

RIA firm · East Dundee, IL 60118 · Registered investment adviser · $514M AUM

CRD 16860 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Assured Advisory Group, LLC8.4 mi

RIA firm · East Dundee, IL 60118 · Registered investment adviser · $87M AUM

CRD 316449 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kinnamon & Associates LTD II10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $118M AUM

CRD 106701 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Essex LLC10.2 mi

RIA firm · Deer Park, IL 60010 · Registered investment adviser · $649M AUM

CRD 108352 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Vermillion Financial Advisors, INC.10.2 mi

RIA firm · South Barrington, IL 60010 · Registered investment adviser · $387M AUM

CRD 119239 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Woodfield Financial Advisors, INC.10.2 mi

RIA firm · Deer Park, IL 60010 · Registered investment adviser · $230M AUM

CRD 123279 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Timothy J Mcdonald CPA Cfp10.2 mi

RIA firm · Lake Barrington, IL 60010 · Registered investment adviser · $65M AUM

CRD 125211 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Trader Wealth Management, LLC10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $93M AUM

CRD 147190 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Retirement Matters, INC.10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $25M AUM

CRD 167152 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sequoia Wealth Management, LLC10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $600M AUM

CRD 170543 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Clearview Wealth Solutions, LLC10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $42M AUM

CRD 171996 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Virtue Asset Management LLC10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $211M AUM

CRD 283438 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Financial Design Studio, INC.10.2 mi

RIA firm · Deer Park, IL 60010 · Registered investment adviser · $106M AUM

CRD 286686 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Carter Financial Group, INC.10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $382M AUM

CRD 301025 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Illuminate Wealth Management10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $168M AUM

CRD 306411 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

MT Financial Planning10.2 mi

RIA firm · Lake Barrington, IL 60010 · Registered investment adviser · $36M AUM

CRD 307686 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Simplified Wealth Management, LLC10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $23M AUM

CRD 312513 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Barzideh & Nadeau Wealth Management LLC10.2 mi

RIA firm · Barrington, IL 60010 · Registered investment adviser · $60M AUM

CRD 334876 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 60014

Price Insurance (now EPIC Private Client)23.8 mi

Insurance · Lake Forest, IL 60045 · 4th-generation family agency (est. 1937); affluent North Shore personal lines; acquired by EPIC's Private Client practice (2025)

This is you? Claim itclaimable & removable by its owner

Webb Insurance Group23.8 mi

Insurance · Lake Forest, IL 60045 · Independent agency, personal and commercial lines, 250 E Illinois Rd

This is you? Claim itclaimable & removable by its owner

Jeff Smith23.8 mi

Insurance · State Farm · Lake Forest, IL 60045 · Home, auto, life in Lake Forest

This is you? Claim itclaimable & removable by its owner

Craig Perry23.8 mi

Insurance · State Farm · Lake Forest, IL 60045 · Home, auto, life; 20+ years serving Lake Forest

This is you? Claim itclaimable & removable by its owner

Chap Waters23.8 mi

Insurance · State Farm · Lake Forest, IL 60045 · Home, auto, life in Lake Forest

This is you? Claim itclaimable & removable by its owner

Hill & Stone Insurance Agency24.3 mi

Insurance · Lake Bluff, IL 60044 · Est. 1912; high-value/coastal homes, antique autos, fine art, collections, umbrella; serves Lake Bluff, Lake Forest, Kenilworth, Wilmette

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Crystal Lake, IL.

← Back to the national directory