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Top Financial Advisor in Aurora, IL

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Aurora, Illinois

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 River Street Advisors, LLC. River Street Advisors, LLC. logo Find an Advisor

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 $186,302,825 $250,000
  • Financial planning
  • Investment planning
  • Retirement planning
  • Estate planning

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Investment planning
  • Retirement planning
  • Estate planning

What We Use in Our Methodology

To find the top financial advisors in Aurora, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

River Street Advisors, LLC.

River Street Advisors, LLC.
Find an Advisor

River Street Advisors, LLC. (RSA) manages assets primarily for non-high-net-worth and high-net-worth individuals, as well as charitable organizations and corporations.    

As a fee-only firm, RSA does not collect commissions on trades or the sale of certain products.

The advisor team holds multiple certifications, including certified financial planner (CFP) and chartered financial analyst (CFA) designations.

RSA generally requires a minimum account of $250,000 for assets under management. It typically charges a minimum annual fee of $2,500, which is 1% of the minimum account requirement.

River Street Advisor Background

RSA was founded in 2010 as a limited liability company. The firm’s parent company is Old Second National Bank.

Client services include financial planning, investment planning, retirement planning and estate planning.

River Street Advisor Investment Strategy

RSA identifies and implements different methods of analysis to create specific investment strategies for clients. These include quantitative methods for optimizing client portfolios, computer-based risk and return analysis, technical analysis and statistical or computer models based on long-term economic criteria.

Nearby Advisors

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How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

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Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

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