National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Illinois

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Illinois, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Illinois

Last Updated - May 11, 2024

Illinois has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 639 non-vetted advisors in your local area. These retirement advisors in Illinois have an average of 26 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Illinois

advisor-photo
vector.svg VERIFIED

Christopher Barberini
Lakeshore Capital Group

Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65

Minimum Assets Required
$400,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Michael Stewart
CFP®, RFC®
Crystal Lake Tax & Financial Inc

Qualifications
CRD# 4243807
Firm CRD# 173272
Series 65

Minimum Assets Required
$50,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Eric Kirste
CFP®, CIMA®, AIF®
Savvy Advisors, Inc

Qualifications
CRD# 3245871
Firm CRD# 111111
Series 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Jacob Schatz
CFP®, RICP®
IntentGen Financial Partners

Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo
vector.svg VERIFIED

Mark S. La Spisa
CFP®, CRPS®, CFS, AIF®
Vermillion Financial Advisors

Qualifications
CRD# 1600709
Firm CRD# 119239

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 321757
Series 65

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo

Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Commissions, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Allworth Financial
AIF®, BFA", CDFA", RFC®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

Top 15 Retirement Planning firms in Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
NORTHERN TRUST INVESTMENTS, INCORPORATED
50 S Lasalle Street,
Chicago, IL, 60603-1008
$902,656,985,58041219726
A Percentage of AUM, Fixed Fees, Performance Based, Other (TRANSITION MANAGEMENT SERVICE FEES)
2
INVESCO CAPITAL MANAGEMENT LLC
3500 Lacey Road, Suite 700
Downers Grove, IL, 60515
$400,637,542,107425193
A Percentage of AUM, Other (UNITARY FEES)
3
ENVESTNET PMC
One North Wacker Drive, Suite 1925,
Chicago, IL, 60606
$346,833,814,0211713518479
A Percentage of AUM, Subscription Fees, Fixed Fees, Other (A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' MANAGEMENT)
4
NUVEEN ASSET MANAGEMENT, LLC
333 West Wacker Drive,
Chicago, IL, 60606
$248,648,334,76670634421
A Percentage of AUM, Fixed Fees, Performance Based
5
LGIM AMERICA
71 South Wacker Drive, Suite 800
Chicago, IL, 60606
$209,018,543,172551271
A Percentage of AUM, Fixed Fees, Performance Based
6
FIRST TRUST ADVISORS LP
120 E. Liberty Drive, Suite 400
Wheaton, IL, 60187
$190,452,000,0003143637
A Percentage of AUM, Other (FIXED FEES PER UNIT (UITS) FOR PORTFOLIO SUPERVISORY SERVICES)
7
BALYASNY ASSET MANAGEMENT L.P.
444 W. Lake Street, 50th Floor
Chicago, IL, 60606
$184,422,571,256241651
A Percentage of AUM, Performance Based, Other (PASS THROUGH OF CERTAIN EXPENSES)
8
NUVEEN FUND ADVISORS, LLC
333 West Wacker Drive,
Chicago, IL, 60606
$147,653,381,466182146
A Percentage of AUM
9
AON INVESTMENTS USA INC.
200 East Randolph Street, Suite 700
Chicago, IL, 60601
$123,917,476,857305332
A Percentage of AUM, Hourly charges, Fixed Fees
10
THOMA BRAVO
110 North Wacker Drive, 32nd Floor
Chicago, IL, 60606-1511
$121,197,500,000111212
A Percentage of AUM, Performance Based
11
GC ADVISORS LLC
150 South Wacker Drive, Suite 800
Chicago, IL, 60606
$116,920,380,432105727
A Percentage of AUM, Performance Based, Other (SHARED SERVICES FEES AND EXPENSES)
12
HIGHTOWER ADVISORS, LLC
200 W. Madison St., Suite 2500
Chicago, IL, 60606
$105,230,209,7551447571700
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (RETAINER OR SERVICE FEES OR SOME COMBINATION OF 1, 2, 4, 5 & 7)
13
HARRIS ASSOCIATES LP
111 S. Wacker Drive, Suite 4600
Chicago, IL, 60606
$94,165,931,1602306207
A Percentage of AUM, Fixed Fees, Performance Based
14
GC OPAL ADVISORS LLC
150 South Wacker Ave, Suite 800
Chicago, IL, 60606
$93,642,259,59272771
A Percentage of AUM, Performance Based, Other (SHARED SERVICES FEES AND EXPENSES)
15
LSV ASSET MANAGEMENT
155 North Wacker Drive, Suite 4600
Chicago, IL, 60606
$91,100,458,68226945
A Percentage of AUM, Performance Based, Other (ASSET-BASED FEE FOR PROVISION OF MODEL PORTFOLIOS)

Information on Top Retirement Planning firms in Illinois

QualificationsFirm CRD# 105780

Assets Under Management $902,656,985,580

No. Of Clients41219

Clients Per Financial Advisor57

NORTHERN TRUST INVESTMENTS, INCORPORATED is a financial advisory firm situated in Chicago, Illinois. With a nearly $903B assets under management, the firm specializes in crafting personalized retirement planning solutions for 41219 clients. The team consists of 726 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (TRANSITION MANAGEMENT SERVICE FEES)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 125601

Assets Under Management $400,637,542,107

No. Of Clients425

Clients Per Financial Advisor2

INVESCO CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $401B assets under management, the firm specializes in crafting personalized retirement planning solutions for 425 clients. The team consists of 193 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (UNITARY FEES)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 111694

Assets Under Management $346,833,814,021

No. Of Clients1713518

Clients Per Financial Advisor3577

ENVESTNET PMC is a financial advisory firm situated in Chicago, Illinois. With a nearly $347B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1713518 clients. The team consists of 479 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Subscription Fees
  • Fixed Fees
  • Other (A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' MANAGEMENT)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 155584

Assets Under Management $248,648,334,766

No. Of Clients70634

Clients Per Financial Advisor168

NUVEEN ASSET MANAGEMENT, LLC is a financial advisory firm situated in Chicago, Illinois. With a nearly $249B assets under management, the firm specializes in crafting personalized retirement planning solutions for 70634 clients. The team consists of 421 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 149156

Assets Under Management $209,018,543,172

No. Of Clients551

Clients Per Financial Advisor2

LGIM AMERICA is a financial advisory firm situated in Chicago, Illinois. With a nearly $209B assets under management, the firm specializes in crafting personalized retirement planning solutions for 551 clients. The team consists of 271 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 107027

Assets Under Management $190,452,000,000

No. Of Clients3143

Clients Per Financial Advisor5

FIRST TRUST ADVISORS LP is a financial advisory firm situated in Wheaton, Illinois. With a nearly $190B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3143 clients. The team consists of 637 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (FIXED FEES PER UNIT (UITS) FOR PORTFOLIO SUPERVISORY SERVICES)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 138111

Assets Under Management $184,422,571,256

No. Of Clients24

Clients Per Financial Advisor0

BALYASNY ASSET MANAGEMENT L.P. is a financial advisory firm situated in Chicago, Illinois. With a nearly $184B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 1651 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (PASS THROUGH OF CERTAIN EXPENSES)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 104626

Assets Under Management $147,653,381,466

No. Of Clients182

Clients Per Financial Advisor1

NUVEEN FUND ADVISORS, LLC is a financial advisory firm situated in Chicago, Illinois. With a nearly $148B assets under management, the firm specializes in crafting personalized retirement planning solutions for 182 clients. The team consists of 146 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105596

Assets Under Management $123,917,476,857

No. Of Clients305

Clients Per Financial Advisor1

AON INVESTMENTS USA INC. is a financial advisory firm situated in Chicago, Illinois. With a nearly $124B assets under management, the firm specializes in crafting personalized retirement planning solutions for 305 clients. The team consists of 332 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 157041

Assets Under Management $121,197,500,000

No. Of Clients111

Clients Per Financial Advisor1

THOMA BRAVO is a financial advisory firm situated in Chicago, Illinois. With a nearly $121B assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 clients. The team consists of 212 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

    View Full Profile

    QualificationsFirm CRD# 148687

    Assets Under Management $116,920,380,432

    No. Of Clients105

    Clients Per Financial Advisor0

    GC ADVISORS LLC is a financial advisory firm situated in Chicago, Illinois. With a nearly $117B assets under management, the firm specializes in crafting personalized retirement planning solutions for 105 clients. The team consists of 727 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Performance Based
    • Other (SHARED SERVICES FEES AND EXPENSES)

    Financial Planning Services

    • Portfolio Management for Investment
    • Portfolio Management for pooled Investment
    • Portfolio Management for Business
    View Full Profile

    QualificationsFirm CRD# 145323

    Assets Under Management $105,230,209,755

    No. Of Clients144757

    Clients Per Financial Advisor85

    HIGHTOWER ADVISORS, LLC is a financial advisory firm situated in Chicago, Illinois. With a nearly $105B assets under management, the firm specializes in crafting personalized retirement planning solutions for 144757 clients. The team consists of 1700 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Hourly charges
    • Fixed Fees
    • Commission Based
    • Other (RETAINER OR SERVICE FEES OR SOME COMBINATION OF 1
    • 2
    • 4
    • 5 & 7)

    Financial Planning Services

    • Financial Planning
    • Portfolio Management for Individuals
    • Portfolio Management for pooled Investment
    • Portfolio Management for Business
    • Selection of Other Advisors
    View Full Profile

    QualificationsFirm CRD# 106960

    Assets Under Management $94,165,931,160

    No. Of Clients2306

    Clients Per Financial Advisor11

    HARRIS ASSOCIATES LP is a financial advisory firm situated in Chicago, Illinois. With a nearly $94B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2306 clients. The team consists of 207 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Fixed Fees
    • Performance Based

    Financial Planning Services

    • Portfolio Management for Individuals
    • Portfolio Management for Investment
    • Portfolio Management for pooled Investment
    • Portfolio Management for Business
    View Full Profile

    QualificationsFirm CRD# 289425

    Assets Under Management $93,642,259,592

    No. Of Clients72

    Clients Per Financial Advisor0

    GC OPAL ADVISORS LLC is a financial advisory firm situated in Chicago, Illinois. With a nearly $94B assets under management, the firm specializes in crafting personalized retirement planning solutions for 72 clients. The team consists of 771 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Performance Based
    • Other (SHARED SERVICES FEES AND EXPENSES)

    Financial Planning Services

    • Portfolio Management for pooled Investment
    View Full Profile

    QualificationsFirm CRD# 109918

    Assets Under Management $91,100,458,682

    No. Of Clients269

    Clients Per Financial Advisor6

    LSV ASSET MANAGEMENT is a financial advisory firm situated in Chicago, Illinois. With a nearly $91B assets under management, the firm specializes in crafting personalized retirement planning solutions for 269 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Performance Based
    • Other (ASSET-BASED FEE FOR PROVISION OF MODEL PORTFOLIOS)

    Financial Planning Services

    • Portfolio Management for Individuals
    • Portfolio Management for Investment
    • Portfolio Management for pooled Investment
    • Portfolio Management for Business
    View Full Profile

    Retirement Planners Near You

    Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

    Looking for more choices? Use our free match service to compare retirement planners serving your area.

    Frequently Asked Questions

    Get Matched With Planners