Best Financial Advisors in ROCKFORD, Illinois
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$439M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in ROCKFORD
#1
100
BATES FINANCIAL ADVISORS, INC.
ROCKFORD, IL · Since 2011
$439M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100
PATHFINDER ADVISORY, INC.
ROCKFORD, IL · Since 2026
$121M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100
CHOREO PARTNER ALLIANCE, LLC
ROCKFORD, IL · Since 2023
$0 AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
95
SAVANT WEALTH MANAGEMENT
ROCKFORD, IL · Since 1993
$49.6B AUM238 clientsFee: 0%
FiduciaryFee-Only
#5
92
CHOREO, LLC
ROCKFORD, IL · Since 2011
$19.1B AUM97 clientsFee: 0%
FiduciaryFee-Only
#6
69
MIDWEST FINANCIAL ASSOCIATES, INC.
ROCKFORD, IL · Since 2026
$124M AUM1 clientsFee: 0%
FiduciaryFee-Only2 complaints
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ROCKFORD?
The median advisory fee in ROCKFORD, IL is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.