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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 - June 12, 2025

Evanston has 14 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 25 years of experience.

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List of Qualified Retirement Planning Advisors in Evanston, Illinois

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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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
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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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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
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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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Mark 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

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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

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advisor
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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 12 Retirement Planning firms in Evanston, Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1603 Orrington Avenue, 13th Floor
Evanston, IL, 60201
$23,106,396,70473175
A percentage of AUM, Fixed fees, Performance Based, Other (EXPENSE PASS-THROUGH)
2

1560 Sherman Avenue, Suite 960,
Evanston, IL, 60201-4811
$4,250,214,9991128
A percentage of AUM, Performance Based
3

1560 Sherman Avenue, Ste 1300
Evanston, IL, 60201
$1,388,470,813201516
A percentage of AUM, Fixed fees
4

1560 Sherman Ave, Suite 1200
Evanston, IL, 60201-4811
$1,301,426,644722
A percentage of AUM, Performance Based
5

1603 Orrington Avenue, Suite 700
Evanston, IL, 60201
$1,248,680,319319
A percentage of AUM, Performance Based
6

1603 Orrington Ave, Suite 1005
Evanston, IL, 60201
$1,031,579,028334
A percentage of AUM, Performance Based
7

1578 Sherman Avenue,
Evanston, IL, 60201
$510,328,73816509
A percentage of AUM, Hourly charges, Fixed fees
8

500 Davis Street, Suite 1005
Evanston, IL, 60201
$387,671,7222067
A percentage of AUM, Fixed fees
9

1560 Sherman Ave, Suite 530
Evanston, IL, 60201
$369,879,00023
A percentage of AUM, Performance Based, Other (PERFORMANCE-BASED PROFIT ALLOCATION)
10

1603 Orrington Ave, Suite 750
Evanston, IL, 60201-3844
$223,474,08775
A percentage of AUM, Performance Based
11

1603 Orrington Avenue, 13th Floor
Evanston, IL, 60201-5018
$163,305,2962128
A percentage of AUM
12

500 Davis Center, Suite 1004,
Evanston, IL, 60201
$101,370,018285
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
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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
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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
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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
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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
View Full Profile

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
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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)
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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
View Full Profile

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
View Full Profile

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)
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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
View Full Profile

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
View Full Profile

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