illinois Date: 09-25-2025

Top 15 Financial Advisors in Rockford, IL

Financial AdvisorAddress
1♠ Merrill Lynch Wealth Management973 Featherstone Rd, Rockford, IL 61107
2♠ MainStreet Financial Group6885 Vistagreen Way Suite C, Rockford, IL 61107
3♠ Waterside Financial Advisors124 N Water St Suite 204, Rockford, IL 61107
4♠ RBC Wealth Management Branch - Rockford2215 Perrygreen Way Suite A, Rockford, IL 61107
5♠ Lucas Group Financial Advisors + CPAs1617 Temple Ln, Rockford, IL 61112
6♠ Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC6068 Palo Verde Dr Ste 3, Rockford, IL 61114
7♠ World Financial Group Inc1935 S Alpine Rd, Rockford, IL 61108
8♠ Savant Wealth Management190 Buckley Dr, Rockford, IL 61107
9♠ Justine Johnson - COUNTRY Financial Agent5301 E State St # 318, Rockford, IL 61108
10♠ Providence Wealth Management5906 Elaine Dr suite 110, Rockford, IL 61108
11♠ Morgan Stanley Financial Advisors2126 N Perryville Rd, Rockford, IL 61107
12♠ Banquet Financial1070 W Riverside Blvd, Rockford, IL 61103
13♠ Edward Jones - Financial Advisor: Ryan W Jeffrey7479 Walton St Suite 1, Rockford, IL 61108
14♠ Kevin Heideman - Financial Advisor, Ameriprise Financial Services, LLC839 N Perryville Rd Ste 103, Rockford, IL 61107
15♠ Edward Jones - Financial Advisor: Mike Donnelly, AAMS®2406 Charles St Suite 1-A, Rockford, IL 61108

1.Merrill Lynch Wealth Management

Address: 973 Featherstone Rd, Rockford, IL 61107

(8) user ratings total:

Abdulrazaq Saleh Great service and sound advice! I talked to Steve.
5 /5

2.MainStreet Financial Group

Address: 6885 Vistagreen Way Suite C, Rockford, IL 61107

(7) user ratings total:

Shayleigh Nelson Jennifer Z. and her staff are amazing and knowledgeable. My husband and I are young but its never too early to start thinking about and setting up for retirement. We went into the office with just our documents from our employers and Jennifer was able to explain to us everything we needed to know for our investments. Jennifer and staff also treat their clients with the utmost respect and kindness. I would recommend Jennifer and her staff to anyone looking for sound financial advice!
5 /5

3.Waterside Financial Advisors

Address: 124 N Water St Suite 204, Rockford, IL 61107

(6) user ratings total:

Garside Steve I highly recommend Waterside. Been extremely satisfied with their service and attention to detail. A pleasure to work with. Great folks.
5 /5

4.RBC Wealth Management Branch - Rockford

Address: 2215 Perrygreen Way Suite A, Rockford, IL 61107

(5) user ratings total:

Julie Grice I have been very happy with this company, answered all my pointed questions. Everything was handled professionally and quickly.
5 /5

5.Lucas Group Financial Advisors + CPAs

Address: 1617 Temple Ln, Rockford, IL 61112

(5) user ratings total:

Rod Kimes Excellent accounting firm. Very pleased with everyone’s attention to detail. Have had the pleasure of working with them on very complex issues and they never disappoint.
5 /5

6.Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC

Address: 6068 Palo Verde Dr Ste 3, Rockford, IL 61114

(5) user ratings total:

Emily Austin Jake took our investments and balanced our portfolio to help maximize our return. He is completely trustworthy and honest. We are very happy to have his oversight of our retirement portfolio.
5 /5

7.World Financial Group Inc

Address: 1935 S Alpine Rd, Rockford, IL 61108

(5) user ratings total:

Patty Nunez They were very nice especially Kendall
5 /5

8.Savant Wealth Management

Address: 190 Buckley Dr, Rockford, IL 61107

(5) user ratings total:

Janet Shingleton I inherited some money and a friend recommended Libby with Savant. I’m so thankful that she did! Libby and her team have been exemplary in handling my money. They sat down with me and we discussed my needs and risk level and have adjusted accordingly along the way. The funds are closely monitored and Libby keeps in contact with me and has always been available to answer my questions. The fee basis makes absolute sense: the more my investment grows, so does their small percentage of income. I have never had funds withheld for investment as the other commenter mentioned. I am using Savant’s accountants and legal team as well, and could not be happier or more satisfied.
5 /5

9.Justine Johnson - COUNTRY Financial Agent

Address: 5301 E State St # 318, Rockford, IL 61108

(5) user ratings total:

Asish Kurian Great service and awesome experience.
5 /5

10.Providence Wealth Management

Address: 5906 Elaine Dr suite 110, Rockford, IL 61108

(4) user ratings total:

Andy OConnor Always a terrific experience working with John. He is honest, responsive, and he’ll help you grow your money to meet your financial goals. You’re in great hands with Providence Wealth Management!
5 /5

11.Morgan Stanley Financial Advisors

Address: 2126 N Perryville Rd, Rockford, IL 61107

(4) user ratings total:

Dr Clarence L. Holman They have helped my investment account grow to now 1.3 Million I’m very satisfied
5 /5

12.Banquet Financial

Address: 1070 W Riverside Blvd, Rockford, IL 61103

(4) user ratings total:

Evon Herdt Awesome business to get a loan.....
5 /5

13.Edward Jones - Financial Advisor: Ryan W Jeffrey

Address: 7479 Walton St Suite 1, Rockford, IL 61108

images Edward Jones - Financial Advisor: Ryan W Jeffrey

(3) user ratings total:

Emily Austin I have been in a networking group with Ryan and have found him to be person of high character and integrity. His professionalism and knowledge of his field is excellent.
5 /5

14.Kevin Heideman - Financial Advisor, Ameriprise Financial Services, LLC

Address: 839 N Perryville Rd Ste 103, Rockford, IL 61107

(3) user ratings total:

Tim Hardy Great guy, very helpful.
5 /5

15.Edward Jones - Financial Advisor: Mike Donnelly, AAMS®

Address: 2406 Charles St Suite 1-A, Rockford, IL 61108

(3) user ratings total:

Greg Makulec Ive worked with Mike and his staff for about 15 years, and I couldnt be happier. Mikes always careful to make sure Im comfortable with my investment choices, and I know my money is safe with Edward Jones. Moreover, Mike and Shana are both super people, who know their business well, and are a delight to work with. You cant go wrong here.
5 /5