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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 - May 14, 2025

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.

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List of Qualified Retirement Planning Advisors in Illinois

advisor
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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

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

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advisor
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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

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advisor
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Mark 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

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advisor
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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

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Steven 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

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advisor
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Mark 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

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advisor
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Randy 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

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advisor
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Steve 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

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Kate 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

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advisor

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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

50 S Lasalle Street,
Chicago, IL, 60603-1008
$1,016,556,943,58041105674
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
$545,530,164,135401220
A percentage of AUM, Other (UNITARY FEES)
3

150 North Riverside Plaza , Suite 2050,
Chicago, IL, 60606
$426,071,864,5661821809415
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
$248,044,764,038371857
A percentage of AUM, Performance Based, Other (PASS THROUGH OF CERTAIN EXPENSES)
5

333 West Wacker Drive,
Chicago, IL, 60606
$239,614,971,44159703397
A percentage of AUM, Fixed fees, Performance Based
6

71 South Wacker Drive, Suite 800
Chicago, IL, 60606
$222,353,891,759559286
A percentage of AUM, Fixed fees, Performance Based
7

120 E. Liberty Drive, Suite 400
Wheaton, IL, 60187
$210,879,000,0002926426
A percentage of AUM, Other (FIXED FEES PER UNIT (UITS) FOR PORTFOLIO SUPERVISORY SERVICES)
8

333 West Wacker Drive,
Chicago, IL, 60606
$150,368,021,677182146
A percentage of AUM
9

110 North Wacker Drive, 32nd Floor
Chicago, IL, 60606-1511
$137,680,800,000116224
A percentage of AUM, Performance Based
10

150 South Wacker Drive, Suite 800
Chicago, IL, 60606
$132,768,576,078119836
A percentage of AUM, Performance Based, Other (SHARED SERVICES FEES AND EXPENSES)
11

200 W. Madison St., Suite 2500
Chicago, IL, 60606
$130,239,337,3741782561816
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
$122,915,401,080286286
A percentage of AUM, Hourly charges, Fixed fees
13

1450 American Lane, 6th Floor, Suite 650
Schaumburg, IL, 60173-2096
$104,468,595,1114235546648
A percentage of AUM, Hourly charges, Fixed fees
14

150 South Wacker Ave, Suite 800
Chicago, IL, 60606
$104,127,115,21877884
A percentage of AUM, Performance Based, Other (SHARED SERVICES FEES AND EXPENSES)
15

111 S. Wacker Drive, Suite 4600
Chicago, IL, 60606
$101,246,680,8422331217
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)
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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)
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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)
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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
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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)
View Full Profile

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
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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
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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
View Full Profile

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)
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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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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