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Find Retirement Advisors for Retirement Planning in Deerfield, 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 Deerfield, Illinois

Last Updated - April 25, 2025

Deerfield has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Deerfield, Illinois have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Deerfield, Illinois

advisor
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Steven 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

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advisor

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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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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

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advisor
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Steve 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

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advisor
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Randy 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

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advisor
vector.svg VERIFIED

Kate 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

BKM Wealth Management
CPA, CFP®, CIMA®, CDFA®

Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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Top 7 Retirement Planning firms in Deerfield, Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

Three Parkway North, Suite 500
Deerfield, IL, 60015-2567
$2,732,341,341332364
A percentage of AUM, Hourly charges, Fixed fees
2

155 N. Pfingsten Road, Suite 160
Deerfield, IL, 60015-4903
$1,919,058,570308125
A percentage of AUM
3

570 Lake Cook Road, Suite 100
Deerfield, IL, 60015
$1,162,779,1286417
A percentage of AUM, Performance Based
4

707 Lake Cook Road, Suite 210
Deerfield, IL, 60015
$847,764,15911167
A percentage of AUM, Fixed fees
5

770 Lake Cook Rd, Suite 370
Deerfield, IL, 60015-4920
$537,406,6981264
A percentage of AUM, Hourly charges, Fixed fees
6

1650 Lake Cook Rd., Suite 190
Deerfield, IL, 60015
$208,061,00340413
A percentage of AUM
7

570 Lake Cook Road, Ste 300
Deerfield, IL, 60015
$114,126,564792
A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Information on Top Retirement Planning firms in Deerfield, Illinois

QualificationsFirm CRD# 287906

Assets Under Management $2,732,341,341

No. Of Clients3323

Clients Per Financial Advisor52

ALERA INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Deerfield, Illinois. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3323 clients. The team consists of 64 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# 122617

Assets Under Management $1,919,058,570

No. Of Clients3081

Clients Per Financial Advisor123

NADLER FINANCIAL GROUP, INC. is a financial advisory firm situated in Deerfield, Illinois. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3081 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (RETIREMENT PLAN CONSULTING - ENROLLMENT AND EDUCATION SUPPORT.)
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QualificationsFirm CRD# 286178

Assets Under Management $1,162,779,128

No. Of Clients641

Clients Per Financial Advisor92

PARKSIDE INVESTMENTS, LLC is a financial advisory firm situated in Deerfield, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 641 clients. The team consists of 7 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 and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 109792

Assets Under Management $847,764,159

No. Of Clients1116

Clients Per Financial Advisor159

ROBERTS, GLORE & CO. is a financial advisory firm situated in Deerfield, Illinois. With a nearly $848M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1116 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 106768

Assets Under Management $537,406,698

No. Of Clients126

Clients Per Financial Advisor32

CAPITAL RESOURCE MANAGEMENT,INC. is a financial advisory firm situated in Deerfield, Illinois. With a nearly $537M assets under management, the firm specializes in crafting personalized retirement planning solutions for 126 clients. The team consists of 4 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 individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 165561

Assets Under Management $208,061,003

No. Of Clients404

Clients Per Financial Advisor31

E. A. HORWITZ LLC is a financial advisory firm situated in Deerfield, Illinois. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 404 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 149115

Assets Under Management $114,126,564

No. Of Clients79

Clients Per Financial Advisor40

BAKER & YOEST INVESTMENT ADVISERS, INC. is a financial advisory firm situated in Deerfield, Illinois. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 79 clients. The team consists of 2 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (CONSULTING)
View Full Profile

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