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Find Retirement Advisors for Retirement Planning in Springfield, 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 you 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 registrations check. 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.
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Top 7 Retirement Planning firms in Springfield, Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | KEB WEALTH ADVISORS 3200 Robbins Road, Suite 200a Springfield, IL, 62704 | $799,315,826 | 1786 | 16 | A Percentage of AUM, Hourly charges |
| 2 | TROXELL FINANCIAL 214 South Grand Avenue West, Springfield, IL, 62704 | $665,915,443 | 514 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | BOS ASSET MANAGEMENT, LLC 3400 Wabash Avenue, Springfield, IL, 62711 | $635,702,210 | 884 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | SIKICH FINANCIAL 3051 Hollis Drive, 3rd Floor Springfield, IL, 62704 | $486,375,612 | 1568 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC 3000 Professional Dr., Ste 201 Springfield, IL, 62703 | $463,337,831 | 1726 | 6 | A Percentage of AUM, Fixed Fees |
| 6 | ROBERT GORDON & ASSOCIATES INC 1201 S. Veterans Parkway Ste A, Springfield, IL, 62704 | $265,855,698 | 728 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | HORACE MANN INVESTORS, INC. One Horace Mann Plaza, Springfield, IL, 62715-0001 | $0 | 0 | 74 | Other (PERCENTAGE OF ASSETS UNDER THIRD PARTY INVESTMENT MANAGEMENT) |
Information on Top Retirement Planning firms in Springfield, Illinois
QualificationsFirm CRD# 117935
Assets Under Management $799,315,826
No. Of Clients1786
Clients Per Financial Advisor112
KEB WEALTH ADVISORS is a financial advisory firm situated in Springfield, Illinois. With a nearly $799M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1786 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 168998
Assets Under Management $665,915,443
No. Of Clients514
Clients Per Financial Advisor73
TROXELL FINANCIAL is a financial advisory firm situated in Springfield, Illinois. With a nearly $666M assets under management, the firm specializes in crafting personalized retirement planning solutions for 514 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 310632
Assets Under Management $635,702,210
No. Of Clients884
Clients Per Financial Advisor98
BOS ASSET MANAGEMENT, LLC is a financial advisory firm situated in Springfield, Illinois. With a nearly $636M assets under management, the firm specializes in crafting personalized retirement planning solutions for 884 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 142640
Assets Under Management $486,375,612
No. Of Clients1568
Clients Per Financial Advisor75
SIKICH FINANCIAL is a financial advisory firm situated in Springfield, Illinois. With a nearly $486M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1568 clients. The team consists of 21 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 159255
Assets Under Management $463,337,831
No. Of Clients1726
Clients Per Financial Advisor288
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Springfield, Illinois. With a nearly $463M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1726 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
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 106037
Assets Under Management $265,855,698
No. Of Clients728
Clients Per Financial Advisor104
ROBERT GORDON & ASSOCIATES INC is a financial advisory firm situated in Springfield, Illinois. With a nearly $266M assets under management, the firm specializes in crafting personalized retirement planning solutions for 728 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 11643
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
HORACE MANN INVESTORS, INC. is a financial advisory firm situated in Springfield, Illinois. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 74 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (PERCENTAGE OF ASSETS UNDER THIRD PARTY INVESTMENT MANAGEMENT)
Financial Planning Services
- Selection of Other Advisors
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.