illinois Date: 09-25-2025

Top 15 Financial Advisors in Wheaton, IL

Financial AdvisorAddress
1Schumann Financial214 W Willow Ave STE 100, Wheaton, IL 60187
2Foundation Wealth Strategies1745 S Naperville Rd #101, Wheaton, IL 60189
3Edge Financial Advisors111 W Wesley St, Wheaton, IL 60187
4Activ Financial Systems Inc120 E Liberty Dr #200, Wheaton, IL 60187
5DeFilippis Financial Group®1751 S Naperville Rd #102, Wheaton, IL 60189
6Edward Jones - Financial Advisor: Danielle F Marshall, AAMS®|CRPC™1749 S Naperville Rd # 201, Wheaton, IL 60189
7Prizm Financial Advisors Inc1745 S Naperville Rd #200, Wheaton, IL 60189
8Edward Jones - Financial Advisor: Zachary Tsiodras2001 N Gary Ave #220, Wheaton, IL 60187
9TIAA Financial Services55 E Loop Rd STE 101, Wheaton, IL 60189
10Fisch Financial2100 Manchester Rd Building B Suite 944, Wheaton, IL 60187
11Pure Financial Advisors, LLC104 E Roosevelt Rd STE 100, Wheaton, IL 60187
12Timothy Financial Counsel, Inc.104 E Roosevelt Rd #200, Wheaton, IL 60187
13Keystone Financial Group - Ameriprise Financial Services, LLC1761 S Naperville Rd STE 100, Wheaton, IL 60189
14Murphy Financial Group310 S Hale St, Wheaton, IL 60187
15Ittersagen Financial Services620 W Roosevelt Rd B-2, Wheaton, IL 60187

1.Schumann Financial

Address: 214 W Willow Ave STE 100, Wheaton, IL 60187

(7) user ratings total:

WJJP My family has been with Schumann Financial since they started and could not be happier. A trusted family business that cares about your future.
5 /5

2.Foundation Wealth Strategies

Address: 1745 S Naperville Rd #101, Wheaton, IL 60189

(4) user ratings total:

Phil Jaynes Tim has formed a fantastic and caring team that has helped me plan for the future of my young and growing family. Theyre attentive to our needs and have done an excellent job helping make our long term goals a solid reality.
5 /5

3.Edge Financial Advisors

Address: 111 W Wesley St, Wheaton, IL 60187

(3) user ratings total:

Helen M I honestly cant tell you all the ways they prevented my money from becoming a great loss during these difficult moments we are all facing. Im just grateful they were there for me. I invested with this company prior to our Global pandemic. Once the the downward spiral started they looked at my stocks and came up with a new strategy. I was able to prevent greater losses due to their ability to help me reorganize and reinvest into safer avenues. My fathers account was also looked into. He worked hard all his life and invested every spare penny. For fear of him losing a substantial amount during this crisis Edge portfolio took over. He to realized less loss than if he would have stayed in his current Investments. My sister has now joined this company with her finances. Ive invested my niece and nephew with this company. Edge portfolio has given me the mental freedom I needed. I dont need to worry about my finances, my sisters, my niece and nephew nor my parents. With so many investment corporations out there both big and small, Edge portfolio met my needs. Being a small Corporation and being able to concentrate on the accounts they hold is a plus. Its not a big conglomerate that will lose you in the mountains of paperwork. Communication is excellent and I can call them anytime to ask questions or just to chat.
5 /5

4.Activ Financial Systems Inc

Address: 120 E Liberty Dr #200, Wheaton, IL 60187

(3) user ratings total:

J Jones Its nice.
5 /5

5.DeFilippis Financial Group®

Address: 1751 S Naperville Rd #102, Wheaton, IL 60189

(23) user ratings total:

Jen Schram We have been clients of the DeFilippis Financial Group for over 35 years and have always been extremely satisfied with their expertise and attention to our financial well-being. They are honest, professional, and caring regarding their clients’ financial needs and give great advice without being pushy or self-serving. Our calls and/or emails are always returned promptly, and our questions are answered thoroughly. We highly recommend the DeFilippis Financial Group to anyone who wants or needs expert assistance to help grow their portfolio and have peace of mind that their money is invested wisely and honestly. They have also expertly prepared our tax returns for the past 35 years….you can’t go wrong with this company for all your financial needs!
5 /5

6.Edward Jones - Financial Advisor: Danielle F Marshall, AAMS®|CRPC™

Address: 1749 S Naperville Rd # 201, Wheaton, IL 60189

(2) user ratings total:

Frank Romero Very clean office. All staff is friendly and knowledgeable
5 /5

7.Prizm Financial Advisors Inc

Address: 1745 S Naperville Rd #200, Wheaton, IL 60189

8.Edward Jones - Financial Advisor: Zachary Tsiodras

Address: 2001 N Gary Ave #220, Wheaton, IL 60187

images Edward Jones - Financial Advisor: Zachary Tsiodras

(1) user ratings total:

Dr. Mike Zack goes above and beyond to help you find the best plan for making sure both you and your family will be in the best position! Quick to respond, and highly knowledgeable I definitely recommend working with him.
5 /5

9.TIAA Financial Services

Address: 55 E Loop Rd STE 101, Wheaton, IL 60189

(1) user ratings total:

Lis Wal Clean, empty and quiet with water and treats. Wait time for advisor was more than 15 minutes!
4 /5

10.Fisch Financial

Address: 2100 Manchester Rd Building B Suite 944, Wheaton, IL 60187

(1) user ratings total:

DV Swia Thoughtful wealth, tax and financial planning expert. Helping his clients keep more of what they earned and grow their wealth in line with goals and risk tolerance. Highly recommend Dave and his team!
5 /5

11.Pure Financial Advisors, LLC

Address: 104 E Roosevelt Rd STE 100, Wheaton, IL 60187

12.Timothy Financial Counsel, Inc.

Address: 104 E Roosevelt Rd #200, Wheaton, IL 60187

13.Keystone Financial Group - Ameriprise Financial Services, LLC

Address: 1761 S Naperville Rd STE 100, Wheaton, IL 60189

14.Murphy Financial Group

Address: 310 S Hale St, Wheaton, IL 60187

15.Ittersagen Financial Services

Address: 620 W Roosevelt Rd B-2, Wheaton, IL 60187