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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 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 - June 24, 2025Illinois has 17 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 640 non-vetted advisors in your local area. These retirement advisors in Illinois have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Illinois
VERIFIEDBrian R. Luedke
BFA, RICP®, ChFC®
Forward Wealth Group
Qualifications
CRD# 2783392
Firm CRD# 8032
Series 6, 7, 63, 66
Minimum Assets Required
$100,000
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
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDChristopher 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
VERIFIEDMark Ackerman
Ackerman Wealth Management
Qualifications
CRD# 4286755
Firm CRD# 6413
Series 3, 7, 31, 66
Minimum Assets Required
$100,000
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, Commissions, Flat Fee, Based on Assets
VERIFIEDMichael 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
VERIFIEDSteven Block
LUTCF®, RICP®, CLU®, ChFC®
BlockWall Strategies, Inc
Qualifications
CRD# 1322835
Firm CRD# 110826
Series 6, 7, 63
Minimum Assets Required
$100,000
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDMark LaSpisa
CFP®, CRPS®, 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
VERIFIEDRandy Dippell
RMA® CRPC® AIF® CEPA®
Milestone Money
Qualifications
CRD# 4527425
Firm CRD# 319203
Series 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, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDSteve Harrison
Prudential
Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDKate Baness
HighPoint Planning Partners
Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66
Minimum Assets Required
$100,000
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
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDPrudential - DBA Evergreen Wealth Strategies
CEPA®, CFP®
Qualifications
CRD# 6884550
Firm CRD# 5685
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
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, Insurance Products & Annuities
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 50 S Lasalle Street, Chicago, IL, 60603-1008 | $1,016,556,943,580 | 41105 | 674 | A percentage of AUM, Subscription fees, Fixed fees, Performance Based, Other (TRANSITION MANAGEMENT SERVICE FEES) |
| 2 | 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515 | $545,530,164,135 | 401 | 220 | A percentage of AUM, Other (UNITARY FEES) |
| 3 | 150 North Riverside Plaza , Suite 2050, Chicago, IL, 60606 | $426,071,864,566 | 1821809 | 415 | A percentage of AUM, Subscription fees, Fixed fees, Other (A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' MANAGEMENT) |
| 4 | 444 W. Lake Street, 50th Floor Chicago, IL, 60606 | $248,044,764,038 | 37 | 1857 | A percentage of AUM, Performance Based, Other (PASS THROUGH OF CERTAIN EXPENSES) |
| 5 | 333 West Wacker Drive, Chicago, IL, 60606 | $239,614,971,441 | 59703 | 397 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 71 South Wacker Drive, Suite 800 Chicago, IL, 60606 | $222,353,891,759 | 559 | 286 | A percentage of AUM, Fixed fees, Performance Based |
| 7 | 120 E. Liberty Drive, Suite 400 Wheaton, IL, 60187 | $210,879,000,000 | 2926 | 426 | A percentage of AUM, Other (FIXED FEES PER UNIT (UITS) FOR PORTFOLIO SUPERVISORY SERVICES) |
| 8 | 333 West Wacker Drive, Chicago, IL, 60606 | $150,368,021,677 | 182 | 146 | A percentage of AUM |
| 9 | 110 North Wacker Drive, 32nd Floor Chicago, IL, 60606-1511 | $137,680,800,000 | 116 | 224 | A percentage of AUM, Performance Based |
| 10 | 150 South Wacker Drive, Suite 800 Chicago, IL, 60606 | $132,768,576,078 | 119 | 836 | A percentage of AUM, Performance Based, Other (SHARED SERVICES FEES AND EXPENSES) |
| 11 | 200 W. Madison St., Suite 2500 Chicago, IL, 60606 | $130,239,337,374 | 178256 | 1816 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (RETAINER OR SERVICE FEES OR SOME COMBINATION OF 1, 2, 4, 5 & 7) |
| 12 | 200 East Randolph Street, Suite 700 Chicago, IL, 60601 | $122,915,401,080 | 286 | 286 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 1450 American Lane, 6th Floor, Suite 650 Schaumburg, IL, 60173-2096 | $104,468,595,111 | 423554 | 6648 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 150 South Wacker Ave, Suite 800 Chicago, IL, 60606 | $104,127,115,218 | 77 | 884 | A percentage of AUM, Performance Based, Other (SHARED SERVICES FEES AND EXPENSES) |
| 15 | 111 S. Wacker Drive, Suite 4600 Chicago, IL, 60606 | $101,246,680,842 | 2331 | 217 | A percentage of AUM, Fixed fees, Performance Based |
Information on Top Retirement Planning firms in Illinois
QualificationsFirm CRD# 105780
Assets Under Management $1,016,556,943,580
No. Of Clients41105
Clients Per Financial Advisor61
NORTHERN TRUST INVESTMENTS, INCORPORATED is a financial advisory firm situated in Chicago, Illinois. With a nearly $1T assets under management, the firm specializes in crafting personalized retirement planning solutions for 41105 clients. The team consists of 674 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
- Performance Based
- Other (TRANSITION MANAGEMENT SERVICE FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (MODEL PORTFOLIO PROVIDER, INVESTMENT RESEARCH,INDEX SERVICES, TRANSITION MANAGEMENT AND OVERLAY SERVICES)
QualificationsFirm CRD# 125601
Assets Under Management $545,530,164,135
No. Of Clients401
Clients Per Financial Advisor2
INVESCO CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $546B assets under management, the firm specializes in crafting personalized retirement planning solutions for 401 clients. The team consists of 220 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (SPONSOR TO THE QQQ TRUST SERIES 1, SPONSOR TO BTCO AND SOLE MEMBER OF SPONSOR TO CURRENCYSHARES TRUSTS)
QualificationsFirm CRD# 111694
Assets Under Management $426,071,864,566
No. Of Clients1821809
Clients Per Financial Advisor4390
ENVESTNET PMC is a financial advisory firm situated in Chicago, Illinois. With a nearly $426B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1821809 clients. The team consists of 415 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (OVERLAY PORTFOLIO MANAGEMENT)
QualificationsFirm CRD# 138111
Assets Under Management $248,044,764,038
No. Of Clients37
Clients Per Financial Advisor0
BALYASNY ASSET MANAGEMENT L.P. is a financial advisory firm situated in Chicago, Illinois. With a nearly $248B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 1857 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 vehicles
QualificationsFirm CRD# 155584
Assets Under Management $239,614,971,441
No. Of Clients59703
Clients Per Financial Advisor150
NUVEEN ASSET MANAGEMENT, LLC is a financial advisory firm situated in Chicago, Illinois. With a nearly $240B assets under management, the firm specializes in crafting personalized retirement planning solutions for 59703 clients. The team consists of 397 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (MODEL PORTFOLIO ADVICE)
QualificationsFirm CRD# 149156
Assets Under Management $222,353,891,759
No. Of Clients559
Clients Per Financial Advisor2
LGIM AMERICA is a financial advisory firm situated in Chicago, Illinois. With a nearly $222B assets under management, the firm specializes in crafting personalized retirement planning solutions for 559 clients. The team consists of 286 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107027
Assets Under Management $210,879,000,000
No. Of Clients2926
Clients Per Financial Advisor7
FIRST TRUST ADVISORS LP is a financial advisory firm situated in Wheaton, Illinois. With a nearly $211B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2926 clients. The team consists of 426 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 104626
Assets Under Management $150,368,021,677
No. Of Clients182
Clients Per Financial Advisor1
NUVEEN FUND ADVISORS, LLC is a financial advisory firm situated in Chicago, Illinois. With a nearly $150B 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 companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 157041
Assets Under Management $137,680,800,000
No. Of Clients116
Clients Per Financial Advisor1
THOMA BRAVO is a financial advisory firm situated in Chicago, Illinois. With a nearly $138B assets under management, the firm specializes in crafting personalized retirement planning solutions for 116 clients. The team consists of 224 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
- Other (INVESTMENT ADVISOR TO PRIVATE FUNDS)
QualificationsFirm CRD# 148687
Assets Under Management $132,768,576,078
No. Of Clients119
Clients Per Financial Advisor0
GC ADVISORS LLC is a financial advisory firm situated in Chicago, Illinois. With a nearly $133B assets under management, the firm specializes in crafting personalized retirement planning solutions for 119 clients. The team consists of 836 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 145323
Assets Under Management $130,239,337,374
No. Of Clients178256
Clients Per Financial Advisor98
HIGHTOWER ADVISORS, LLC is a financial advisory firm situated in Chicago, Illinois. With a nearly $130B assets under management, the firm specializes in crafting personalized retirement planning solutions for 178256 clients. The team consists of 1816 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (TREASURY MANAGEMENT FOR CORPORATE CLIENTS)
QualificationsFirm CRD# 105596
Assets Under Management $122,915,401,080
No. Of Clients286
Clients Per Financial Advisor1
AON INVESTMENTS USA INC. is a financial advisory firm situated in Chicago, Illinois. With a nearly $123B assets under management, the firm specializes in crafting personalized retirement planning solutions for 286 clients. The team consists of 286 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 105644
Assets Under Management $104,468,595,111
No. Of Clients423554
Clients Per Financial Advisor64
CETERA INVESTMENT ADVISERS LLC is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $104B assets under management, the firm specializes in crafting personalized retirement planning solutions for 423554 clients. The team consists of 6648 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 289425
Assets Under Management $104,127,115,218
No. Of Clients77
Clients Per Financial Advisor0
GC OPAL ADVISORS LLC is a financial advisory firm situated in Chicago, Illinois. With a nearly $104B assets under management, the firm specializes in crafting personalized retirement planning solutions for 77 clients. The team consists of 884 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 vehicles
QualificationsFirm CRD# 106960
Assets Under Management $101,246,680,842
No. Of Clients2331
Clients Per Financial Advisor11
HARRIS | OAKMARK is a financial advisory firm situated in Chicago, Illinois. With a nearly $101B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2331 clients. The team consists of 217 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.