Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Illinois has 14 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.
Brian R. Luedke
BFA, RICP®, ChFC®
Forward Wealth Group
Qualifications
CRD# 2783392
Firm CRD# 8032
Series 6, 7, 63, 66
Minimum Assets Required
$100,000
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
Fee-Based, Hourly, Flat Fee, Based on Assets
Christopher Barberini
Lakeshore Capital Group
Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65
Minimum Assets Required
$400,000
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
Fee-Only, Flat Fee, Based on Assets
Mark Ackerman
Ackerman Wealth Management
Qualifications
CRD# 4286755
Firm CRD# 6413
Series 3, 7, 31, 66
Minimum Assets Required
$100,000
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Michael Stewart
CFP®, RFC®
Crystal Lake Tax & Financial Inc
Qualifications
CRD# 4243807
Firm CRD# 173272
Series 65
Minimum Assets Required
$50,000
Not Specified
Fee-Based, Flat Fee, Based on Assets
Steven Block
LUTCF®, RICP®, CLU®, ChFC®
BlockWall Strategies, Inc
Qualifications
CRD# 1322835
Firm CRD# 110826
Series 6, 7, 63
Minimum Assets Required
$100,000
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Mark LaSpisa
CFP®, CRPS®, AIF®
Vermillion Financial Advisors
Qualifications
CRD# 1600709
Firm CRD# 119239
Minimum Assets Required
$1,000,000
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
Fee-Based, Hourly, Flat Fee, Based on Assets
Randy Dippell
RMA® CRPC® AIF® CEPA®
Milestone Money
Qualifications
CRD# 4527425
Firm CRD# 319203
Series 66
Minimum Assets Required
$0
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
Fee-Based, Flat Fee, Based on Assets
Steve Harrison
Prudential
Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Based, Based on Assets
Kate Baness
HighPoint Planning Partners
Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66
Minimum Assets Required
$100,000
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
Fee-Based, Based on Assets
Prudential - DBA Evergreen Wealth Strategies
CEPA®, CFP®
Qualifications
CRD# 6884550
Firm CRD# 5685
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
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
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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
Fee-Only, Based on Assets
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 |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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