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 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.
Illinois has 18 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 23 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
Daniel Moore
CFP®
Savvy Advisors, Inc
Qualifications
CRD# 5966945
Firm CRD# 318493
Series 7, 66
Minimum Assets Required
$500,000
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, Legal 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
Eric Kirste
CFP®, CIMA®, AIF®
Savvy Advisors, Inc
Qualifications
CRD# 3245871
Firm CRD# 318493
Series 66
Minimum Assets Required
$500,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Hourly, Flat Fee, Based on Assets
Jacob Schatz
CFP®, RICP®
IntentGen Financial Partners
Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, 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
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
Qualifications
Firm CRD# 321757
Series 65
Minimum Assets Required
$50,000
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, Based on Assets
Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66
Minimum Assets Required
$50,000
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.
Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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 | NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street, Chicago, IL, 60603-1008 | $902,656,985,580 | 41219 | 726 | 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 | $400,637,542,107 | 425 | 193 | A Percentage of AUM, Other (UNITARY FEES) |
3 | ENVESTNET PMC One North Wacker Drive, Suite 1925, Chicago, IL, 60606 | $346,833,814,021 | 1713518 | 479 | 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 | $248,648,334,766 | 70634 | 421 | A Percentage of AUM, Fixed Fees, Performance Based |
5 | LGIM AMERICA 71 South Wacker Drive, Suite 800 Chicago, IL, 60606 | $209,018,543,172 | 551 | 271 | A Percentage of AUM, Fixed Fees, Performance Based |
6 | FIRST TRUST ADVISORS LP 120 E. Liberty Drive, Suite 400 Wheaton, IL, 60187 | $190,452,000,000 | 3143 | 637 | 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 | $184,422,571,256 | 24 | 1651 | A Percentage of AUM, Performance Based, Other (PASS THROUGH OF CERTAIN EXPENSES) |
8 | NUVEEN FUND ADVISORS, LLC 333 West Wacker Drive, Chicago, IL, 60606 | $147,653,381,466 | 182 | 146 | A Percentage of AUM |
9 | AON INVESTMENTS USA INC. 200 East Randolph Street, Suite 700 Chicago, IL, 60601 | $123,917,476,857 | 305 | 332 | A Percentage of AUM, Hourly charges, Fixed Fees |
10 | THOMA BRAVO 110 North Wacker Drive, 32nd Floor Chicago, IL, 60606-1511 | $121,197,500,000 | 111 | 212 | A Percentage of AUM, Performance Based |
11 | GC ADVISORS LLC 150 South Wacker Drive, Suite 800 Chicago, IL, 60606 | $116,920,380,432 | 105 | 727 | 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 | $105,230,209,755 | 144757 | 1700 | 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 | $94,165,931,160 | 2306 | 207 | A Percentage of AUM, Fixed Fees, Performance Based |
14 | GC OPAL ADVISORS LLC 150 South Wacker Ave, Suite 800 Chicago, IL, 60606 | $93,642,259,592 | 72 | 771 | 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 | $91,100,458,682 | 269 | 45 | A Percentage of AUM, Performance Based, Other (ASSET-BASED FEE FOR PROVISION OF MODEL PORTFOLIOS) |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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