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Find Retirement Advisors for Retirement Planning in Downers Grove, 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 Downers Grove, Illinois
Last Updated - April 25, 2025Downers Grove has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Downers Grove, Illinois have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Downers Grove, Illinois
VERIFIEDKate 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
VERIFIEDMark Ackerman
Ackerman Wealth Management
Qualifications
CRD# 4286755
Firm CRD# 6413
Series 3, 7, 31, 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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDSteve 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
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRandy 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 10 Retirement Planning firms in Downers Grove, Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515 | $545,530,164,135 | 401 | 220 | A percentage of AUM, Other (UNITARY FEES) |
| 2 | 2001 Butterfield Road, Suite 1400, Downers Grove, IL, 60515 | $5,415,853,000 | 5079 | 63 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS) |
| 3 | 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515 | $4,631,422,173 | 1227 | 28 | A percentage of AUM |
| 4 | 2651 Warrenville Road, Suite 200 Downers Grove, IL, 60515 | $3,001,000,000 | 13229 | 96 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 2001 Butterfield Road, Suite 1750 Downers Grove, IL, 60515 | $2,116,697,964 | 3159 | 31 | A percentage of AUM, Hourly charges, Fixed fees, Other (FIXED QUARTERLY RETAINERS) |
| 6 | 2001 Butterfield Rd, Ste 170 Downers Grove, IL, 60515 | $1,514,856,000 | 180 | 6 | A percentage of AUM, Fixed fees |
| 7 | 3000 Woodcreek Drive, Suite 100 Downers Grove, IL, 60515 | $827,936,305 | 2374 | 20 | A percentage of AUM, Fixed fees |
| 8 | 1385 Warren Ave., Suite A Downers Grove, IL, 60515 | $321,000,000 | 920 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 1121 Warren Avenue,, Suite 230 Downers Grove, IL, 60515 | $151,102,859 | 483 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 2001 Butterfield Road, Suite 500 Downers Grove, IL, 60515 | $113,405,818 | 385 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Other (WRAP FEE) |
Information on Top Retirement Planning firms in Downers Grove, Illinois
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)
QualificationsFirm CRD# 110302
Assets Under Management $5,415,853,000
No. Of Clients5079
Clients Per Financial Advisor81
JMG FINANCIAL GROUP LTD is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5079 clients. The team consists of 63 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (A PERCENTAGE OF ASSETS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 104885
Assets Under Management $4,631,422,173
No. Of Clients1227
Clients Per Financial Advisor44
INVESCO INVESTMENT ADVISERS LLC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1227 clients. The team consists of 28 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
QualificationsFirm CRD# 316636
Assets Under Management $3,001,000,000
No. Of Clients13229
Clients Per Financial Advisor138
HIGHPOINT PLANNING PARTNERS is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13229 clients. The team consists of 96 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
QualificationsFirm CRD# 109341
Assets Under Management $2,116,697,964
No. Of Clients3159
Clients Per Financial Advisor102
CAPSTONE FINANCIAL ADVISORS INC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3159 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (FIXED QUARTERLY RETAINERS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 29449
Assets Under Management $1,514,856,000
No. Of Clients180
Clients Per Financial Advisor30
FELDMAN, INGARDONA & CO is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 180 clients. The team consists of 6 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 316839
Assets Under Management $827,936,305
No. Of Clients2374
Clients Per Financial Advisor119
VERTEX PARTNERS is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $828M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2374 clients. The team consists of 20 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 172474
Assets Under Management $321,000,000
No. Of Clients920
Clients Per Financial Advisor230
BENTLEY FINANCIAL GROUP is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 920 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 282311
Assets Under Management $151,102,859
No. Of Clients483
Clients Per Financial Advisor242
OPUS FINANCIAL SOLUTIONS LLC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 483 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (TAX PLANNING)
QualificationsFirm CRD# 150713
Assets Under Management $113,405,818
No. Of Clients385
Clients Per Financial Advisor64
ARBOR FINANCIAL SERVICES, LLC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 385 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (WRAP FEE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
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Looking for more choices? Use our free match service to compare retirement planners serving your area.