Here is a Top 10 list of Financial Advisors in the Chicago Metro Area. There are thousands of world class FAs in Chicago, but we can only highlight ten.
However, for a complete list of the 9,892 FAs in Chicago, check out Dakota FAs. We have priced access to Dakota FAs at $995/yr/user, making it affordable for everyone.
Top 10 Financial Advisors in Chicago
1. Berry Laidlaw Group MS
The Berry Laidlaw Group is a Morgan Stanley Private Wealth Management team based in Chicago, serving clients throughout the Chicago metro area. Managing approximately $1 billion in assets, the team provides tailored private wealth management solutions designed to address the complex needs of high-net-worth individuals and families.
See their full advisor profile inside Dakota FAs.
2. Brett Herbison – Graystone
Brett Herbison serves as an Institutional Consultant with Graystone Consulting in Oak Brook, IL, advising institutional investors including endowments, foundations, pension plans, healthcare organizations, and religious institutions. He specializes in OCIO solutions, customized asset allocation, alternative investments, and liability-driven strategies, bringing a disciplined, team-oriented approach shaped by his background as a former professional baseball player in the New York Mets organization.
See their full advisor profile inside Dakota FAs.
3. Jay Maltby – UBS
Jay brings more than 25 years of experience advising ultra-high-net-worth individuals and executives, specializing in investment management, comprehensive financial planning, and wealth preservation and transfer strategies. A graduate of the University of Iowa, he is known for delivering tailored solutions and serving as a trusted advisor to clients with complex financial needs.
See their full advisor profile inside Dakota FAs.
4. The Bhatia Group ML
The Bhatia Group is a Merrill Private Banking & Investment Group team based at 110 North Wacker Drive in Chicago, serving clients throughout the Chicago metro area. Managing approximately $1.6 billion in assets, the team delivers highly personalized wealth management solutions, focusing on a select group of clients to provide comprehensive, multigenerational financial guidance backed by Merrill’s global resources.
See their full advisor profile inside Dakota FAs.
5. The Cultra Wealth Management Group
The Cultra Wealth Management Group is a William Blair team based in Chicago, serving clients across the Chicago metro area. With approximately $4.4 billion in assets under management, the team provides tailored wealth management strategies designed to address the complex financial needs of individuals and families.
See their full advisor profile inside Dakota FAs.
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6. Tim Gleason – William Blair
Tim Gleason oversees the delivery of integrated investment advice and client service, including investment policy development, asset allocation strategy, security selection, and ongoing portfolio monitoring. With industry experience dating back to 1994 and prior leadership roles at BMO Financial and Frye-Louis Capital Management, he joined William Blair in 2015 and serves on the firm’s Asset Allocation Committee, helping guide portfolio strategy across Private Wealth Management teams.
See their full advisor profile inside Dakota FAs.
7. The Desai Group UBS
The Desai Group is a UBS Private Wealth Management team based in Chicago, serving ultra-high-net-worth individuals, multigenerational families, and family offices across the Chicago metro area. Managing approximately $2.29 billion in assets, the team integrates capital markets expertise with comprehensive family office services to deliver highly personalized, sophisticated wealth management solutions.
See their full advisor profile inside Dakota FAs.
8. Larry Ekstrom – Graystone
Larry Ekstrom is a Senior Institutional Consultant with Graystone Consulting in Chicago, bringing more than 30 years of experience advising institutional clients on manager research, asset allocation, spending and funding policies, and portfolio risk management strategies. A Northwestern University graduate and Certified Investment Management Analyst (Wharton School), he is a past president of the Association of Professional Investment Consultants and a recipient of the H. John Ellis Award for excellence in investment consulting.
See their full advisor profile inside Dakota FAs.
9. Robert Sierens RBC
Robert Sierens RBC is an RBC Wealth Management team based at 111 S Wacker Drive in Chicago, serving clients throughout the Chicago metro area. The team manages approximately $500 million in assets, providing wealth management services to individuals and families in the region.
See their full advisor profile inside Dakota FAs.
10. SVLO MS Graystone
SVLO Chicago Group is a Graystone Consulting team based at 227 West Monroe Street in Chicago, advising institutions and complex private wealth clients across the Chicago metro area. Managing approximately $6.75 billion in assets, the team specializes in impact and sustainable investing, delivering customized, mission-aligned investment programs supported by deep research and strategic portfolio design.
See their full advisor profile inside Dakota FAs.
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