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Find Retirement Advisors for Retirement Planning in Oak Brook, 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 Oak Brook, Illinois
Last Updated - April 25, 2025Oak Brook has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Oak Brook, Illinois have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Oak Brook, Illinois
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
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
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
VERIFIEDWesley Kotys
CFP®, AAMS®
Kotys Wealth Professionals
Qualifications
CRD# 4051934
Firm CRD# 168156
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
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Top 9 Retirement Planning firms in Oak Brook, Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 903 Commerce Drive, Suite 250 Oak Brook, IL, 60523 | $1,473,526,500 | 7 | 7 | Commission Based, Performance Based, Other (TRANSACT, ADMIN, GUARANTY, FINANCING, AM, PROPERTY/CONSTRUCT FEE) |
| 2 | 903 Commerce Drive,, Suite 300 Oak Brook, IL, 60523 | $907,280,235 | 1116 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 2215 York Road, Suite 500 Oak Brook, IL, 60523-4014 | $774,834,854 | 16 | 13 | A percentage of AUM, Performance Based, Other (% OF COMMITMENT OR CONTRIBUTED CAPITAL) |
| 4 | 1415 W 22nd Street, Suite 1250 Oak Brook, IL, 60523 | $590,904,000 | 15 | 10 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 5 | 2215 York Road, Suite 420, Oak Brook, IL, 60523 | $430,100,000 | 6 | 9 | A percentage of AUM, Performance Based |
| 6 | 1415 W. 22nd Street, Tower Floor Oak Brook, IL, 60523 | $302,042,079 | 505 | 3 | A percentage of AUM, Fixed fees |
| 7 | 1010 Jorie Blvd, Suite 144 Oak Brook, IL, 60523 | $213,741,113 | 943 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 1010 Jorie Blvd., Suite 144 Oak Brook, IL, 60523 | $17,436,780 | 73 | 2 | A percentage of AUM, Performance Based |
| 9 | 2215 York Road, Suite 206 Oak Brook, IL, 60523 | $0 | 0 | 3 | A percentage of AUM, Fixed fees, Other (POOLED EMPLOYER PLAN CLIENTS-ASSET BASED FEES) |
Information on Top Retirement Planning firms in Oak Brook, Illinois
QualificationsFirm CRD# 170207
Assets Under Management $1,473,526,500
No. Of Clients7
Clients Per Financial Advisor1
JVM CAPITAL L.L.C. is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Commission Based
- Performance Based
- Other (TRANSACT
- ADMIN
- GUARANTY
- FINANCING
- AM
- PROPERTY/CONSTRUCT FEE)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 333344
Assets Under Management $907,280,235
No. Of Clients1116
Clients Per Financial Advisor62
CHICAGO OAKBROOK FINANCIAL GROUP is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $907M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1116 clients. The team consists of 18 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
QualificationsFirm CRD# 156524
Assets Under Management $774,834,854
No. Of Clients16
Clients Per Financial Advisor1
HUIZENGA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $775M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 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
- Performance Based
- Other (% OF COMMITMENT OR CONTRIBUTED CAPITAL)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 161623
Assets Under Management $590,904,000
No. Of Clients15
Clients Per Financial Advisor2
ROCK ISLAND CAPITAL is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $591M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
QualificationsFirm CRD# 307344
Assets Under Management $430,100,000
No. Of Clients6
Clients Per Financial Advisor1
NORTH BRANCH CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $430M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 316408
Assets Under Management $302,042,079
No. Of Clients505
Clients Per Financial Advisor168
WATERSHED PRIVATE WEALTH LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $302M assets under management, the firm specializes in crafting personalized retirement planning solutions for 505 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
- 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
QualificationsFirm CRD# 285693
Assets Under Management $213,741,113
No. Of Clients943
Clients Per Financial Advisor236
STONEBRIDGE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 943 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# 286089
Assets Under Management $17,436,780
No. Of Clients73
Clients Per Financial Advisor37
TALL PINES CAPITAL, LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $17M assets under management, the firm specializes in crafting personalized retirement planning solutions for 73 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
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 122064
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
INVESTMENT CONSULTING SERVICES, LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
- Fixed fees
- Other (POOLED EMPLOYER PLAN CLIENTS-ASSET BASED FEES)
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.