#1Savant Wealth Management
SAVANT CAPITAL, LLC
Serves this area from Rockford, IL (5 mi)
Retirement Plan Advisors in Belvidere, IL
The top-ranked retirement plan advisors serving Belvidere, IL are Savant Wealth Management, Choreo, LLC and Klaas Financial Asset Advisors, LLC.. We list 8 retirement plan advisors serving Belvidere, IL. 8 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Belvidere, IL (Boone County). 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Belvidere
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Savant Wealth Management | SEC-registered investment adviser (CRD)#107271 | Rockford, IL (5 mi) | (815) 227-0300 |
| 2 | Choreo, LLC | SEC-registered investment adviser (CRD)#111221 | Rockford, IL (5 mi) | (888) 312-2467 |
| 3 | Klaas Financial Asset Advisors, LLC. | SEC-registered investment adviser (CRD)#121399 | Loves Park, IL (7 mi) | (815) 877-8440 |
| 4 | Midwest Financial Associates, Inc. | SEC-registered investment adviser (CRD)#158573 | Rockford, IL (7 mi) | (779) 210-2930 |
| 5 | Hendricks Wealth And Estate Management | SEC-registered investment adviser (CRD)#289593 | Algonquin, IL (29 mi) | (847) 428-3997 |
| 6 | American Community Wealth Management, LLC | SEC-registered investment adviser (CRD)#147376 | Crystal Lake, IL (29 mi) | (815) 479-9024 |
| 7 | Form Wealth Advisors, LLC | SEC-registered investment adviser (CRD)#326519 | WI | (262) 686-3005 |
| 8 | Barrett Wealth Connection LLC | SEC-registered investment adviser (CRD)#161020 | Spring Grove, IL (35 mi) | (815) 529-7527 |
#2Choreo, LLC
CHOREO, LLCServes this area from Rockford, IL (5 mi)#3Klaas Financial Asset Advisors, LLC.
KLAAS FINANCIAL ASSET ADVISORS, LLC.Serves this area from Loves Park, IL (7 mi)#4Midwest Financial Associates, Inc.
MIDWEST FINANCIAL ASSOCIATES, INC.Serves this area from Rockford, IL (7 mi)#5Hendricks Wealth And Estate Management
J.G.HENDRICKS FINANCIAL SERVICES, LLCServes this area from Algonquin, IL (29 mi)#6American Community Wealth Management, LLC
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLCServes this area from Crystal Lake, IL (29 mi)#7Form Wealth Advisors, LLC
FORM WEALTH ADVISORS, LLCServes this area from WI#8Barrett Wealth Connection LLC
BARRETT WEALTH CONNECTION LLCServes this area from Spring Grove, IL (35 mi)
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Frequently asked questions
How many retirement plan advisors serve Belvidere?
We list 8 retirement plan advisors serving Belvidere, IL: 0 based there and 8 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Belvidere?
The top-ranked retirement plan advisors serving Belvidere, IL are Savant Wealth Management, Choreo, LLC, Klaas Financial Asset Advisors, LLC., Midwest Financial Associates, Inc. and Hendricks Wealth And Estate Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Belvidere are verified against official records?
8 of the top 8 match an active official record: Savant Wealth Management (U.S. Securities and Exchange Commission), Choreo, LLC (U.S. Securities and Exchange Commission), Klaas Financial Asset Advisors, LLC. (U.S. Securities and Exchange Commission), Midwest Financial Associates, Inc. (U.S. Securities and Exchange Commission) and Hendricks Wealth And Estate Management (U.S. Securities and Exchange Commission), and 3 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .