#1Choreo, LLC
CHOREO, LLC
Serves this area from Rockford, IL (8 mi)
Retirement Plan Advisors in Boone County, IL
The top-ranked retirement plan advisors serving Boone County, IL are Choreo, LLC, Klaas Financial Asset Advisors, LLC. and Savant Wealth Management. We list 8 retirement plan advisors serving Boone County, 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 Boone County, IL. 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 Boone County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Choreo, LLC | SEC-registered investment adviser (CRD)#111221 | Rockford, IL (8 mi) | (888) 312-2467 |
| 2 | Klaas Financial Asset Advisors, LLC. | SEC-registered investment adviser (CRD)#121399 | Loves Park, IL (8 mi) | (815) 877-8440 |
| 3 | Savant Wealth Management | SEC-registered investment adviser (CRD)#107271 | Rockford, IL (8 mi) | (815) 227-0300 |
| 4 | Midwest Financial Associates, Inc. | SEC-registered investment adviser (CRD)#158573 | Rockford, IL (11 mi) | (779) 210-2930 |
| 5 | Form Wealth Advisors, LLC | SEC-registered investment adviser (CRD)#326519 | WI | (262) 686-3005 |
| 6 | American Community Wealth Management, LLC | SEC-registered investment adviser (CRD)#147376 | Crystal Lake, IL (27 mi) | (815) 479-9024 |
| 7 | Hendricks Wealth And Estate Management | SEC-registered investment adviser (CRD)#289593 | Algonquin, IL (27 mi) | (847) 428-3997 |
| 8 | Barrett Wealth Connection LLC | SEC-registered investment adviser (CRD)#161020 | Spring Grove, IL (31 mi) | (815) 529-7527 |
#2Klaas Financial Asset Advisors, LLC.
KLAAS FINANCIAL ASSET ADVISORS, LLC.Serves this area from Loves Park, IL (8 mi)#3Savant Wealth Management
SAVANT CAPITAL, LLCServes this area from Rockford, IL (8 mi)#4Midwest Financial Associates, Inc.
MIDWEST FINANCIAL ASSOCIATES, INC.Serves this area from Rockford, IL (11 mi)#5Form Wealth Advisors, LLC
FORM WEALTH ADVISORS, LLCServes this area from WI#6American Community Wealth Management, LLC
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLCServes this area from Crystal Lake, IL (27 mi)#7Hendricks Wealth And Estate Management
J.G.HENDRICKS FINANCIAL SERVICES, LLCServes this area from Algonquin, IL (27 mi)#8Barrett Wealth Connection LLC
BARRETT WEALTH CONNECTION LLCServes this area from Spring Grove, IL (31 mi)
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Frequently asked questions
How many retirement plan advisors serve Boone County?
We list 8 retirement plan advisors serving Boone County, 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 Boone County?
The top-ranked retirement plan advisors serving Boone County, IL are Choreo, LLC, Klaas Financial Asset Advisors, LLC., Savant Wealth Management, Midwest Financial Associates, Inc. and Form Wealth Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Boone County are verified against official records?
8 of the top 8 match an active official record: Choreo, LLC (U.S. Securities and Exchange Commission), Klaas Financial Asset Advisors, LLC. (U.S. Securities and Exchange Commission), Savant Wealth Management (U.S. Securities and Exchange Commission), Midwest Financial Associates, Inc. (U.S. Securities and Exchange Commission) and Form Wealth Advisors, LLC (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 .
Cities in Boone County
Communities served
Poplar Grove, Candlewick Lake, Capron, Timberlane, Argyle, Garden Prairie, Caledonia