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Find Retirement Advisors for Retirement Planning in Evanston, 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 Evanston, Illinois
Last Updated - May 20, 2025Evanston has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Evanston, Illinois have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Evanston, Illinois
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
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
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
VERIFIEDSteven 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
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
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
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
VERIFIEDBKM 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 12 Retirement Planning firms in Evanston, Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1603 Orrington Avenue, 13th Floor Evanston, IL, 60201 | $23,106,396,704 | 73 | 175 | A percentage of AUM, Fixed fees, Performance Based, Other (EXPENSE PASS-THROUGH) |
| 2 | 1560 Sherman Avenue, Suite 960, Evanston, IL, 60201-4811 | $4,250,214,999 | 11 | 28 | A percentage of AUM, Performance Based |
| 3 | 1560 Sherman Avenue, Ste 1300 Evanston, IL, 60201 | $1,388,470,813 | 2015 | 16 | A percentage of AUM, Fixed fees |
| 4 | 1560 Sherman Ave, Suite 1200 Evanston, IL, 60201-4811 | $1,301,426,644 | 7 | 22 | A percentage of AUM, Performance Based |
| 5 | 1603 Orrington Avenue, Suite 700 Evanston, IL, 60201 | $1,248,680,319 | 3 | 19 | A percentage of AUM, Performance Based |
| 6 | 1603 Orrington Ave, Suite 1005 Evanston, IL, 60201 | $1,031,579,028 | 3 | 34 | A percentage of AUM, Performance Based |
| 7 | 1578 Sherman Avenue, Evanston, IL, 60201 | $510,328,738 | 1650 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 500 Davis Street, Suite 1005 Evanston, IL, 60201 | $387,671,722 | 206 | 7 | A percentage of AUM, Fixed fees |
| 9 | 1560 Sherman Ave, Suite 530 Evanston, IL, 60201 | $369,879,000 | 2 | 3 | A percentage of AUM, Performance Based, Other (PERFORMANCE-BASED PROFIT ALLOCATION) |
| 10 | 1603 Orrington Ave, Suite 750 Evanston, IL, 60201-3844 | $223,474,087 | 7 | 5 | A percentage of AUM, Performance Based |
| 11 | 1603 Orrington Avenue, 13th Floor Evanston, IL, 60201-5018 | $163,305,296 | 2 | 128 | A percentage of AUM |
| 12 | 500 Davis Center, Suite 1004, Evanston, IL, 60201 | $101,370,018 | 28 | 5 | A percentage of AUM |
Information on Top Retirement Planning firms in Evanston, Illinois
QualificationsFirm CRD# 136045
Assets Under Management $23,106,396,704
No. Of Clients73
Clients Per Financial Advisor0
MAGNETAR FINANCIAL LLC is a financial advisory firm situated in Evanston, Illinois. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 73 clients. The team consists of 175 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 (EXPENSE PASS-THROUGH)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 120338
Assets Under Management $4,250,214,999
No. Of Clients11
Clients Per Financial Advisor0
EVANSTON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Evanston, Illinois. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 3215
Assets Under Management $1,388,470,813
No. Of Clients2015
Clients Per Financial Advisor126
ROMANO WEALTH MANAGEMENT is a financial advisory firm situated in Evanston, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2015 clients. The team consists of 16 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
QualificationsFirm CRD# 160904
Assets Under Management $1,301,426,644
No. Of Clients7
Clients Per Financial Advisor0
SILVER OAK SERVICES PARTNERS,LLC is a financial advisory firm situated in Evanston, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 22 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 pooled investment vehicles
QualificationsFirm CRD# 156994
Assets Under Management $1,248,680,319
No. Of Clients3
Clients Per Financial Advisor0
INDUSTRIAL OPPORTUNITY PARTNERS, LLC is a financial advisory firm situated in Evanston, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 19 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 pooled investment vehicles
QualificationsFirm CRD# 156981
Assets Under Management $1,031,579,028
No. Of Clients3
Clients Per Financial Advisor0
FIDUS INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Evanston, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 34 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 investment companies
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 132389
Assets Under Management $510,328,738
No. Of Clients1650
Clients Per Financial Advisor183
GRYPHON ADVISORS, LLC is a financial advisory firm situated in Evanston, Illinois. With a nearly $510M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1650 clients. The team consists of 9 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
- Selection for other advisors
- Other (TAX PREP/MNGT CONSULTING)
QualificationsFirm CRD# 127526
Assets Under Management $387,671,722
No. Of Clients206
Clients Per Financial Advisor29
ZIMMERMAN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Evanston, Illinois. With a nearly $388M assets under management, the firm specializes in crafting personalized retirement planning solutions for 206 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
QualificationsFirm CRD# 163963
Assets Under Management $369,879,000
No. Of Clients2
Clients Per Financial Advisor1
LFL ADVISERS, LLC is a financial advisory firm situated in Evanston, Illinois. With a nearly $370M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PERFORMANCE-BASED PROFIT ALLOCATION)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 146761
Assets Under Management $223,474,087
No. Of Clients7
Clients Per Financial Advisor1
PLUSCIOS MANAGEMENT LLC is a financial advisory firm situated in Evanston, Illinois. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 5 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 pooled investment vehicles
- Selection for other advisors
- Other (PORTFOLIO MANAGEMENT FOR FUNDS OF HEDGE FUNDS)
QualificationsFirm CRD# 285287
Assets Under Management $163,305,296
No. Of Clients2
Clients Per Financial Advisor0
MAGNETAR ASSET MANAGEMENT LLC is a financial advisory firm situated in Evanston, Illinois. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 128 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# 165810
Assets Under Management $101,370,018
No. Of Clients28
Clients Per Financial Advisor6
LIND CAPITAL PARTNERS is a financial advisory firm situated in Evanston, Illinois. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 5 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 individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
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Looking for more choices? Use our free match service to compare retirement planners serving your area.