National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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

Last Updated - April 25, 2025

Lisle has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Lisle, Illinois have an average of 22 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Lisle, Illinois

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
vector.svg VERIFIED

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

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

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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

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# 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right

Top 6 Retirement Planning firms in Lisle, Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3333 Warrenville Road, #350
Lisle, IL, 60532
$5,331,374,6441922
A percentage of AUM
2

3333 Warrenville Road, Suite 500
Lisle, IL, 60532
$3,035,722,71312132
A percentage of AUM, Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS)
3

2443 Warrenville Road, Suite 150
Lisle, IL, 60532
$303,807,8098138
A percentage of AUM, Hourly charges, Fixed fees
4

2443 Warrenville Road, Suite 630
Lisle, IL, 60532
$237,923,34612339
A percentage of AUM, Hourly charges, Fixed fees
5

4300 Commerce Court, Suite 260
Lisle, IL, 60532
$207,587,39711367
A percentage of AUM
6

4722 Main Street,
Lisle, IL, 60532
$110,237,99252917
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Lisle, Illinois

QualificationsFirm CRD# 173781

Assets Under Management $5,331,374,644

No. Of Clients19

Clients Per Financial Advisor1

AMPLIFY INVESTMENTS LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 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

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 105471

Assets Under Management $3,035,722,713

No. Of Clients121

Clients Per Financial Advisor4

OBERWEIS ASSET MANAGEMENT INC is a financial advisory firm situated in Lisle, Illinois. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 122941

Assets Under Management $303,807,809

No. Of Clients813

Clients Per Financial Advisor102

SEBOLD CAPITAL MANAGEMENT, INC is a financial advisory firm situated in Lisle, Illinois. With a nearly $304M assets under management, the firm specializes in crafting personalized retirement planning solutions for 813 clients. The team consists of 8 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
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 305016

Assets Under Management $237,923,346

No. Of Clients1233

Clients Per Financial Advisor137

VANTAGE POINT FINANCIAL, LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1233 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
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 318816

Assets Under Management $207,587,397

No. Of Clients1136

Clients Per Financial Advisor162

ADVYZON INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1136 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

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 123483

Assets Under Management $110,237,992

No. Of Clients529

Clients Per Financial Advisor31

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 529 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (ESTATE AND INSURANCE PLANNING)
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners