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Find Retirement Advisors for Retirement Planning in Chicago, Illinois
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Chicago, Illinois
Last Updated - April 24, 2025Chicago has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 356 non-vetted advisors in your local area. These retirement advisors in Chicago, Illinois have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Chicago, Illinois
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
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
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
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 Chicago, 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 | 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) |
| 3 | 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) |
| 4 | 333 West Wacker Drive, Chicago, IL, 60606 | $239,614,971,441 | 59703 | 397 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 71 South Wacker Drive, Suite 800 Chicago, IL, 60606 | $222,353,891,759 | 559 | 286 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 333 West Wacker Drive, Chicago, IL, 60606 | $150,368,021,677 | 182 | 146 | A percentage of AUM |
| 7 | 110 North Wacker Drive, 32nd Floor Chicago, IL, 60606-1511 | $137,680,800,000 | 116 | 224 | A percentage of AUM, Performance Based |
| 8 | 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) |
| 9 | 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) |
| 10 | 200 East Randolph Street, Suite 700 Chicago, IL, 60601 | $122,915,401,080 | 286 | 286 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 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) |
| 12 | 111 S. Wacker Drive, Suite 4600 Chicago, IL, 60606 | $101,246,680,842 | 2331 | 217 | A percentage of AUM, Fixed fees, Performance Based |
| 13 | 155 North Wacker Drive, Suite 4600 Chicago, IL, 60606 | $96,001,136,901 | 264 | 43 | A percentage of AUM, Performance Based, Other (ASSET-BASED FEE FOR PROVISION OF MODEL PORTFOLIOS) |
| 14 | 900 North Michigan Avenue, Suite 1100, Chicago, IL, 60611-6558 | $82,438,165,916 | 408 | 492 | A percentage of AUM, Fixed fees, Performance Based |
| 15 | 225 West Wacker Drive, Suite 1200 Chicago, IL, 60606 | $73,144,844,083 | 57 | 209 | A percentage of AUM, Fixed fees, Performance Based, Other (ORIGINATION FEES FOR COMMERIAL MORTGAGE LENDING ACTIVITIES) |
Information on Top Retirement Planning firms in Chicago, 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# 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# 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# 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
QualificationsFirm CRD# 109918
Assets Under Management $96,001,136,901
No. Of Clients264
Clients Per Financial Advisor6
LSV ASSET MANAGEMENT is a financial advisory firm situated in Chicago, Illinois. With a nearly $100B assets under management, the firm specializes in crafting personalized retirement planning solutions for 264 clients. The team consists of 43 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PROVISION OF MODEL PORTFOLIOS TO CLIENTS WHO ARE MODEL ADVISERS)
QualificationsFirm CRD# 108654
Assets Under Management $82,438,165,916
No. Of Clients408
Clients Per Financial Advisor1
GCM GROSVENOR L.P. is a financial advisory firm situated in Chicago, Illinois. With a nearly $82B assets under management, the firm specializes in crafting personalized retirement planning solutions for 408 clients. The team consists of 492 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
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 107269
Assets Under Management $73,144,844,083
No. Of Clients57
Clients Per Financial Advisor0
PPM AMERICA INC is a financial advisory firm situated in Chicago, Illinois. With a nearly $73B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57 clients. The team consists of 209 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 (ORIGINATION FEES FOR COMMERIAL MORTGAGE LENDING ACTIVITIES)
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
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Looking for more choices? Use our free match service to compare retirement planners serving your area.