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Find Retirement Advisors for Retirement Planning in Illinois, Danville

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.

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Top 15 Retirement Planning firms in Danville, 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 Danville, 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)
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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
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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
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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)
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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
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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
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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
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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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