Financial Advisors & Wealth Management Services in Riverwoods


 

Allworth's Riverwoods office works with individuals, families, and professionals across the greater Chicago area whose wealth demands more than conventional advice. Our in-house financial planning team coordinates investment management, tax strategy, legacy planning, and risk management within a single advisory relationship, so no decision gets made in isolation.



Riverwoods Office
97%
client loyalty 31,000+ Clients2
30
years in business $39 Billion AUM4
Ranked Top 15 Barron’s Top 100 RIA Firms1
Best in Class Ethics NBRI9

Your Riverwoods Wealth Management Team


 

Few regions in the country carry the depth of financial complexity of Chicago's North Shore. Generational wealth, corporate executive careers, business ownership, and multi-generational estate planning converge here in ways that demand coordinated expertise across every dimension of a financial life. This is a corridor where wealth is often measured not just in assets, but in decades—and where the decisions made today carry consequences well beyond a single generation.

For more than 25 years, Allworth's Riverwoods team of fiduciary advisors and in-house wealth planning specialists has served that full range of complexity with intention and precision.

Dan Bolan
Dan Bolan Financial Advisor CFP®, MBA
Riverwoods, IL Read bio
David Kraunelis
David Kraunelis Senior Associate Advisor
Riverwoods, IL Read bio
John M. Selzer, Jr.
John M. Selzer, Jr. Partner Advisor CFP®
Riverwoods, IL Read bio
Kyle Kadish
Kyle Kadish Financial Advisor
Riverwoods, IL Read bio
Nicole Mayer
Nicole Mayer Partner Advisor AIF®, BFA, CDFA®, RFC®
Riverwoods, IL Read bio
Scott Loochtan
Scott Loochtan Financial Advisor AIF®, BFA
Riverwoods, IL Read bio
Thomas Gonzales
Thomas Gonzales Associate Advisor
Riverwoods, IL Read bio
Riverwoods

 

Located in the Riverwoods Corporate Center, a quarter mile from the I-294 interchange at Lake Cook Road. Free parking is available on site. Conveniently situated for clients traveling from across the greater North Shore region, including Deerfield, Bannockburn, Highland Park, Lake Forest, and Winnetka.

2610 Lake Cook Road
Suite 250
Riverwoods, IL 60015

Hours:
8:30am - 5pm, M-Th; 8:30am - 3pm, Fri

(847) 559-0800

 

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