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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 - April 18, 2024Chicago has 7 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
VERIFIED 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
VERIFIED 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
VERIFIEDEric 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
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
VERIFIEDAllworth 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
VERIFIEDJacob 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
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 | 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 | 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) |
| 3 | 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 |
| 4 | 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 |
| 5 | 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) |
| 6 | NUVEEN FUND ADVISORS, LLC 333 West Wacker Drive, Chicago, IL, 60606 | $147,653,381,466 | 182 | 146 | A Percentage of AUM |
| 7 | 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 |
| 8 | THOMA BRAVO 110 North Wacker Drive, 32nd Floor Chicago, IL, 60606-1511 | $121,197,500,000 | 111 | 212 | A Percentage of AUM, Performance Based |
| 9 | 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) |
| 10 | 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) |
| 11 | 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 |
| 12 | 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) |
| 13 | 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) |
| 14 | PPM AMERICA INC 225 West Wacker Drive, Suite 1200 Chicago, IL, 60606 | $71,536,517,398 | 55 | 217 | A Percentage of AUM, Fixed Fees, Performance Based |
| 15 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 150 North Riverside Plaza, Chicago, IL, 60606-1598 | $56,044,084,183 | 1094 | 377 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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