Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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 | 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515 | $545,530,164,135 | 401 | 220 | A percentage of AUM, Other (UNITARY FEES) |
3 | 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) |
4 | 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) |
5 | 333 West Wacker Drive, Chicago, IL, 60606 | $239,614,971,441 | 59703 | 397 | A percentage of AUM, Fixed fees, Performance Based |
6 | 71 South Wacker Drive, Suite 800 Chicago, IL, 60606 | $222,353,891,759 | 559 | 286 | A percentage of AUM, Fixed fees, Performance Based |
7 | 120 E. Liberty Drive, Suite 400 Wheaton, IL, 60187 | $210,879,000,000 | 2926 | 426 | A percentage of AUM, Other (FIXED FEES PER UNIT (UITS) FOR PORTFOLIO SUPERVISORY SERVICES) |
8 | 333 West Wacker Drive, Chicago, IL, 60606 | $150,368,021,677 | 182 | 146 | A percentage of AUM |
9 | 110 North Wacker Drive, 32nd Floor Chicago, IL, 60606-1511 | $137,680,800,000 | 116 | 224 | A percentage of AUM, Performance Based |
10 | 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) |
11 | 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) |
12 | 200 East Randolph Street, Suite 700 Chicago, IL, 60601 | $122,915,401,080 | 286 | 286 | A percentage of AUM, Hourly charges, Fixed fees |
13 | 1450 American Lane, 6th Floor, Suite 650 Schaumburg, IL, 60173-2096 | $104,468,595,111 | 423554 | 6648 | A percentage of AUM, Hourly charges, Fixed fees |
14 | 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) |
15 | 111 S. Wacker Drive, Suite 4600 Chicago, IL, 60606 | $101,246,680,842 | 2331 | 217 | A percentage of AUM, Fixed fees, Performance Based |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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