Verified B2B Dataset

List of Financial advisors in Chicago

Chicago, Illinois, has 214 Financial advisors in this dataset, last verified September 6, 2026. It is the biggest market for Financial advisors among the 4 Illinois cities we track, ahead of Naperville (147). Local listings make up 23% of all Financial advisors in Illinois.

54 Financial advisors in Chicago list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Illinois average, 25.7% against 29.1%, so expect phone (97.7% coverage) to do most of the work.

With 91.1% already online (in line with 94.7% across Illinois), only 19 Financial advisors in Chicago lack a website, so site improvements and SEO are the stronger pitch. 41 of their websites list a contact page URL.

75% of the 77 rated Financial advisors in Chicago hold a 5-star average, in line with the Illinois figure of 76%. The 8 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.

214
Total Records
55
Email Coverage
209
Phone Coverage
195
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

32

Facebook

21

Instagram

32

LinkedIn

9

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated September 6, 2026

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Financial advisors List in Chicago

Browse a random sample of 15 records — see the exact fields and data quality before you download.

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
Merrill Lynch Financial Advisor Daniel Fries logo

Merrill Lynch Financial Advisor Daniel Fries

Address
ChicagoIllinoisUnited States
Email
Phone
4
4
————
Edward Jones - Financial Advisor: Mark A Koznicki, CFP®|AAMS® logo

Edward Jones - Financial Advisor: Mark A Koznicki, CFP®|AAMS®

Address
ChicagoIllinoisUnited States
Email
Phone
4
4.8
————
Four Oak Financial logo

Four Oak Financial

Address
ChicagoIllinoisUnited States
Email
Phone
—0
0
————
Edward Jones - Financial Advisor: Bryan P Farrell logo

Edward Jones - Financial Advisor: Bryan P Farrell

Address
ChicagoIllinoisUnited States
Email
Phone
7
3.9
————
Merrill Lynch Financial Advisor Eric Fudala logo

Merrill Lynch Financial Advisor Eric Fudala

Address
ChicagoIllinoisUnited States
Email
Phone
0
0
————
One Wild Life Advisors, LLC logo

One Wild Life Advisors, LLC

Address
ChicagoIllinoisUnited States
Email
Phone
16
5
————
Caprock logo

Caprock

Address
ChicagoIllinoisUnited States
Email
Phone
0
0
————
Mindful Money Financial Counsel, LLC logo

Mindful Money Financial Counsel, LLC

Address
ChicagoIllinoisUnited States
Email
Phone
5
5
————
Retirement Plan Advisors logo

Retirement Plan Advisors

Address
ChicagoIllinoisUnited States
Email
Phone
0
0
————
Bourbon Financial Management, LLC - Excellence - Expertise - Ethics logo

Bourbon Financial Management, LLC - Excellence - Expertise - Ethics

Address
ChicagoIllinoisUnited States
Email
Phone
1
5
—
CAPTRUST logo

CAPTRUST

Address
ChicagoIllinoisUnited States
Email
Phone
0
0
——
U.S. Bancorp Advisors - Financial Advisors: Jonathan Patterson logo

U.S. Bancorp Advisors - Financial Advisors: Jonathan Patterson

Address
ChicagoIllinoisUnited States
Email
Phone
0
0
——
U.S. Bancorp Advisors - Financial Advisors: Chicago logo

U.S. Bancorp Advisors - Financial Advisors: Chicago

Address
ChicagoIllinoisUnited States
Email
Phone
0
0
——
Merrill Lynch Financial Advisor James Radler logo

Merrill Lynch Financial Advisor James Radler

Address
ChicagoIllinoisUnited States
Email
Phone
0
0
————
Edward Jones - Financial Advisor: James M Daniels, AAMS®|CRPC™ logo

Edward Jones - Financial Advisor: James M Daniels, AAMS®|CRPC™

Address
ChicagoIllinoisUnited States
Email
Phone
3
5
————

This is a randomized preview — the full database contains 214 records with complete field coverage.

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214 verified records — emails, phones, social profiles and more. One-time payment, instant download.

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Top Categories

Top business categories in Chicago

Most popular business categories across Chicago

Category
Financial advisors
Use Cases

What You Can Do with the List of Financial advisors in Chicago

This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 214 Financial advisors in Chicago, with the fields to call, email, segment and map them.

Who Sells to Financial advisors in Chicago, Illinois

Each of these buyers can work the 214 businesses in this list as a pipeline for a different product:

  • Financial and compliance software: Pitch client management, document handling and compliance tools to the 214 Financial advisors in Chicago.
  • Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
  • Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.

Phone, Email and Contact Form Outreach in Chicago, Illinois

Start with the 54 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (209): 97.7% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (55): 25.7% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
  • Website contact forms (41): businesses with a contact page URL give you another way in when no email is listed.
  • CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.

Prospect Segments for Agencies in Chicago, Illinois

Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:

  • Rated 1 to 2 stars (8): businesses with poor Google ratings, prospects for reputation management and review generation services.
  • No Facebook page (182): 85% have no Facebook page on record, an opening for social media management agencies.

Local Coverage Plan for Chicago

With 214 Financial advisors in one city, local teams can work the list in person as well as by phone:

  • Route planning: records include latitude and longitude, so field reps can map all 214 Financial advisors in Chicago and plan visit days by neighborhood.
  • Postal code patches: split Chicago by postal code to divide accounts between reps or focus on specific parts of town.
  • Next markets: the 3 other Illinois cities we track are the next step once Chicago accounts are covered.

Data Coverage for Financial advisors in Chicago

214 records · verified September 6, 2026

Phone numbers
209
Email addresses
55
Phone and email
54
Websites
195

Google ratings· 77 rated (36%)

75% hold 5 stars

1-star rated
7
9.1% of rated
2-star rated
1
1.3% of rated
3-star rated
5
6.5% of rated
4-star rated
6
7.8% of rated
5-star rated
58
75.3% of rated

Social profiles:

  • Facebook:32· 15%
  • LinkedIn:32· 15%
  • X (Twitter):24· 11.2%
  • Instagram:21· 9.8%
  • YouTube:9· 4.2%

Financial advisors in Chicago are a phone-first market: 97.7% list a phone number but only 25.7% publish an email. Among 77 rated Financial advisors, 75% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.

Explore by Location

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Frequently asked questions about Financial advisors in Chicago, Illinois

Everything you need to know about our financial advisors database for Chicago, Illinois: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.

How many Financial advisors are there in Chicago, Illinois?

There are 214 financial advisors in Chicago, Illinois in our verified database, as of September 6, 2026.

This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Chicago market for sales prospecting and territory planning.

How up to date is the Financial advisors data for Chicago, Illinois?

This dataset was last updated in September 6, 2026.

Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.

Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.

What fields are included in the Financial advisors database for Chicago, Illinois?

Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.

Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.

Where can I buy verified market intelligence data for Financial advisors businesses in Chicago, Illinois?

InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Chicago, Illinois as a one-time purchase with no subscription.

Ideal for market research, sales planning, and business development.

How much does the Financial advisors database for Chicago, Illinois cost?

The complete financial advisors leads database for Chicago, Illinois costs $10 as a one-time payment.

You get instant access to all 214 records with no recurring fees, no per-record charges, and no seat limits.

It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.

Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?

Yes. For teams that need financial advisors contacts in Chicago, Illinois specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.

Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.

Can I preview a sample of the Financial advisors data before buying?

Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.

The sample is a representative slice of the full Chicago, Illinois financial advisors database, including contact fields, social profiles, and ratings data.

How do I download the Financial advisors list, and what file formats are available?

You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.

CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.

How many Financial advisors in Chicago, Illinois have phone numbers?

209 financial advisors in Chicago, Illinois (98% of the database) include a phone number.

That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.

How many Financial advisors in Chicago, Illinois have email addresses?

55 financial advisors in Chicago, Illinois (26%) include an email address.

Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.

How many Financial advisors in Chicago, Illinois have both a phone number and an email address?

54 financial advisors in Chicago, Illinois have both a phone number and an email address.

Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.

How many Financial advisors in Chicago, Illinois are active on social media?

Social profile coverage for financial advisors in Chicago, Illinois: 32 on LinkedIn, 32 on Facebook, 21 on Instagram, 9 on YouTube, 24 on X (Twitter).

Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.

How many Financial advisors in Chicago, Illinois have a website?

195 financial advisors in Chicago, Illinois (91%) have an active business website.

That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.

How many Financial advisors in Chicago, Illinois do not have a website?

19 financial advisors in Chicago, Illinois operate without a business website.

These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.

What are the review ratings of Financial advisors in Chicago, Illinois?

Rating breakdown for financial advisors in Chicago, Illinois: 58 with a 5-star rating, 6 with a 4-star rating, 5 with a 3-star rating, 1 with a 2-star rating, 7 with a 1-star rating.

Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.

Can I get Financial advisors data for all of Illinois or the entire US?

Yes. Beyond Chicago, we offer the complete Financial advisors database for Illinois and a national all-50-states version.

If you buy the Chicago list first, contact us and we'll credit your purchase toward the state or national upgrade.

Is the Financial advisors contact data in Chicago, Illinois legal to use for B2B outreach?

Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.

This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.

We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.