Top financial advisors in Rockford, IL
We've curated a list of the best financial advisors in Rockford, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $114,397,219 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Rockford, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Focus Financial Advisors
Focus Financial Advisors, operating as Focus Wealth Planning, Inc., is a registered investment adviser based in Rockford, IL. Established in August 2018, the firm specializes in providing personalized investment management, advice, and financial planning services to individuals, trusts, estates, and small businesses. The principal owner is the Revocable Declaration of Trust for Jon L. Aldrich. Focus Financial Advisors strictly operates as a fee-only firm, not accepting commissions or finder's fees. They manage approximately $161 million in assets for 172 clients, offering financial planning services covering areas such as retirement planning, tax planning, estate planning, and more. For investment advisory services, a minimum of $500,000 in investable assets is required, although this may be waived. The firm's fees are based on a percentage of assets under management, with financial planning fees ranging from $3,500 to $10,000 or higher. Focus Financial Advisors also provides detailed information on their methods of analysis, investment strategies, risk of loss, and their fiduciary responsibilities under ERISA regulations. Clients have the option for discretionary or non-discretionary trading authority, and the firm does not charge performance-based fees. Jon L. Aldrich, the President, holds the CFP® and CPA designations and has no reportable disciplinary history. The firm's brochure supplement provides additional details on Jon L. Aldrich's educational background, business experience, and disciplinary information. For more information, clients can contact Jon L. Aldrich directly at 815-633-8844.
$114,397,219 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Rockford, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Illinois
Arlington HeightsBarringtonBataviaBerwynBloomingtonBuffalo GroveBurr RidgeChampaignChicagoDeerfieldDeer ParkDowners GroveEast MolineEvanstonGenevaGlen CarbonGlen EllynGlenviewHighland ParkHinsdaleHoffman EstatesItascaLa GrangeLake ForestLake ZurichLibertyvilleLincolnshireLincolnwoodLisleLombardMchenryMortonMt. ProspectNapervilleNew LenoxNorth BarringtonNorthbrookOak BrookOrland ParkPalatinePark RidgePeoriaRobinsonRosemontSchaumburgSkokieSpringfieldSt. CharlesSwanseaWarrenvilleWestchesterWest DundeeWheatonWilmetteWinnetkaWoodridgeIt's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.