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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 you 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 registrations check. 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 - June 15, 2024

Chicago has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 354 non-vetted advisors in your local area. These retirement advisors in Chicago, Illinois have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Chicago, Illinois

advisor-photo

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

advisor-photo
vector.svg VERIFIED

Ryan Williamson
CFP®, AIF®
Horizon Wealth Management

Qualifications
CRD# 3262671
Firm CRD# 170255
Series 7, 24, 63, 66

Minimum Assets Required
$250,000

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, Based on Assets

advisor-photo

Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66

Minimum Assets Required
$50,000

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

Commissions, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Eric Kirste
CFP®, CIMA®, AIF®
Savvy Advisors, Inc

Qualifications
CRD# 3245871
Firm CRD# 111111
Series 66

Minimum Assets Required
$500,000

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

Allworth Financial
AIF®, BFA", CDFA", RFC®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Jacob Schatz
CFP®, RICP®
IntentGen Financial Partners

Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
NORTHERN TRUST INVESTMENTS, INCORPORATED
50 S Lasalle Street,
Chicago, IL, 60603-1008
$902,656,985,58041219726
A Percentage of AUM, Fixed Fees, Performance Based, Other (TRANSITION MANAGEMENT SERVICE FEES)
2
ENVESTNET PMC
One North Wacker Drive, Suite 1925,
Chicago, IL, 60606
$346,833,814,0211713518479
A Percentage of AUM, Subscription Fees, Fixed Fees, Other (A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' MANAGEMENT)
3
NUVEEN ASSET MANAGEMENT, LLC
333 West Wacker Drive,
Chicago, IL, 60606
$248,648,334,76670634421
A Percentage of AUM, Fixed Fees, Performance Based
4
LGIM AMERICA
71 South Wacker Drive, Suite 800
Chicago, IL, 60606
$209,018,543,172551271
A Percentage of AUM, Fixed Fees, Performance Based
5
BALYASNY ASSET MANAGEMENT L.P.
444 W. Lake Street, 50th Floor
Chicago, IL, 60606
$184,422,571,256241651
A Percentage of AUM, Performance Based, Other (PASS THROUGH OF CERTAIN EXPENSES)
6
NUVEEN FUND ADVISORS, LLC
333 West Wacker Drive,
Chicago, IL, 60606
$147,653,381,466182146
A Percentage of AUM
7
AON INVESTMENTS USA INC.
200 East Randolph Street, Suite 700
Chicago, IL, 60601
$123,917,476,857305332
A Percentage of AUM, Hourly charges, Fixed Fees
8
THOMA BRAVO
110 North Wacker Drive, 32nd Floor
Chicago, IL, 60606-1511
$121,197,500,000111212
A Percentage of AUM, Performance Based
9
GC ADVISORS LLC
150 South Wacker Drive, Suite 800
Chicago, IL, 60606
$116,920,380,432105727
A Percentage of AUM, Performance Based, Other (SHARED SERVICES FEES AND EXPENSES)
10
HIGHTOWER ADVISORS, LLC
200 W. Madison St., Suite 2500
Chicago, IL, 60606
$105,230,209,7551447571700
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (RETAINER OR SERVICE FEES OR SOME COMBINATION OF 1, 2, 4, 5 & 7)
11
HARRIS ASSOCIATES LP
111 S. Wacker Drive, Suite 4600
Chicago, IL, 60606
$94,165,931,1602306207
A Percentage of AUM, Fixed Fees, Performance Based
12
GC OPAL ADVISORS LLC
150 South Wacker Ave, Suite 800
Chicago, IL, 60606
$93,642,259,59272771
A Percentage of AUM, Performance Based, Other (SHARED SERVICES FEES AND EXPENSES)
13
LSV ASSET MANAGEMENT
155 North Wacker Drive, Suite 4600
Chicago, IL, 60606
$91,100,458,68226945
A Percentage of AUM, Performance Based, Other (ASSET-BASED FEE FOR PROVISION OF MODEL PORTFOLIOS)
14
PPM AMERICA INC
225 West Wacker Drive, Suite 1200
Chicago, IL, 60606
$71,536,517,39855217
A Percentage of AUM, Fixed Fees, Performance Based
15
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
150 North Riverside Plaza,
Chicago, IL, 60606-1598
$56,044,084,1831094377
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Chicago, Illinois

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (TRANSITION MANAGEMENT SERVICE FEES)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

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.

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
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (PASS THROUGH OF CERTAIN EXPENSES)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

    View Full Profile

    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.

    Fee Structure

    • A Percentage of AUM
    • Performance Based
    • Other (SHARED SERVICES FEES AND EXPENSES)

    Financial Planning Services

    • Portfolio Management for Investment
    • Portfolio Management for pooled Investment
    • Portfolio Management for Business
    View Full Profile

    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.

    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
    • Portfolio Management for Individuals
    • Portfolio Management for pooled Investment
    • Portfolio Management for Business
    • Selection of Other Advisors
    View Full Profile

    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.

    Fee Structure

    • A Percentage of AUM
    • Fixed Fees
    • Performance Based

    Financial Planning Services

    • Portfolio Management for Individuals
    • Portfolio Management for Investment
    • Portfolio Management for pooled Investment
    • Portfolio Management for Business
    View Full Profile

    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.

    Fee Structure

    • A Percentage of AUM
    • Performance Based
    • Other (SHARED SERVICES FEES AND EXPENSES)

    Financial Planning Services

    • Portfolio Management for pooled Investment
    View Full Profile

    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.

    Fee Structure

    • A Percentage of AUM
    • Performance Based
    • Other (ASSET-BASED FEE FOR PROVISION OF MODEL PORTFOLIOS)

    Financial Planning Services

    • Portfolio Management for Individuals
    • Portfolio Management for Investment
    • Portfolio Management for pooled Investment
    • Portfolio Management for Business
    View Full Profile

    QualificationsFirm CRD# 107269

    Assets Under Management $71,536,517,398

    No. Of Clients55

    Clients Per Financial Advisor0

    PPM AMERICA INC is a financial advisory firm situated in Chicago, Illinois. With a nearly $72B assets under management, the firm specializes in crafting personalized retirement planning solutions for 55 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 Investment
    • Portfolio Management for pooled Investment
    • Portfolio Management for Business
    • Selection of Other Advisors
    View Full Profile

    QualificationsFirm CRD# 173961

    Assets Under Management $56,044,084,183

    No. Of Clients1094

    Clients Per Financial Advisor3

    WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Chicago, Illinois. With a nearly $56B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1094 clients. The team consists of 377 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

    • Portfolio Management for Individuals
    • Portfolio Management for Investment
    • Portfolio Management for pooled Investment
    • Portfolio Management for Business
    View Full Profile

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