Retirement Plan Advisors in Chicago, IL
The top-ranked retirement plan advisors serving Chicago, IL are Altair Advisers, LLC, Altman Advisors and Aon Investments USA Inc.. We list 117 retirement plan advisors serving Chicago, IL. 30 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 Chicago, IL (Cook County). 117 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Chicago
- ALTAIR ADVISERS, LLCBased in Chicago, ILCall (312) 429-3000 · Website
#2 Altman Advisors
ALTMAN ADVISORS, INCBased in Chicago, ILCall (312) 759-7801 · Website#3 Aon Investments USA Inc.
AON INVESTMENTS USA INC.Based in Chicago, ILCall (312) 381-7963 · Website#4 Arete Wealth Advisors, LLC
ARETE WEALTH ADVISORS, LLCBased in Chicago, ILCall (312) 940-3684 · Website#5 Bmo Family Office, LLC
BMO FAMILY OFFICE, LLCBased in Chicago, ILCall (650) 210-5042#6 Burling Wealth Partners
BURLING WEALTH PARTNERS, LLCBased in Chicago, ILCall (312) 825-0262 · Website#7 Capri Egm, LLC
CAPRI EGM, LLCBased in Chicago, ILCall (312) 827-2280 · Website#8 Centric Wealth Management, LLC
CENTRIC WEALTH MANAGEMENT, LLCBased in Chicago, ILCall (312) 429-6100 · Website#9 Cogent Strategic Wealth LLC
COGENT STRATEGIC WEALTH LLCBased in Chicago, ILCall (312) 382-8388 · Website#10 Cresset Asset Management, LLC
CRESSET ASSET MANAGEMENT, LLCBased in Chicago, ILCall (312) 429-2400 · Website
20 more providers serving this area
- Curi Capital, LLC, Chicago, IL
- Eastspring US, Chicago, IL
- Embree Financial Group, Chicago, IL
- Expressive Wealth LLC, Chicago, IL
- Factor Wealth Management, Chicago, IL
- Fiducient Advisors LLC, Chicago, IL
- Financial Solutions Advisory Group, Chicago, IL
- Forest Capital Management, LLC, Chicago, IL
- Fourstar Wealth Advisors, LLC, Chicago, IL
- Greenrock Research, Inc., Chicago, IL
- Greenstone Belt Wealth Advisors, LLC, Chicago, IL
- Hightower Advisors, LLC, Chicago, IL
- Iht Wealth Management LLC, Chicago, IL
- Lake Street, Chicago, IL
- Lcm Capital Management Inc, Chicago, IL
- Manifest, Chicago, IL
- Marquette Associates, Inc., Chicago, IL
- Mesirow Financial Investment Management, Inc., Chicago, IL
- Midway Capital Research & Management LLC, Chicago, IL
- Mitchell Vaught & Taylor Inc, Chicago, IL
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Frequently asked questions
How many retirement plan advisors serve Chicago?
We list 117 retirement plan advisors serving Chicago, IL: 43 based there and 74 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Chicago?
The top-ranked retirement plan advisors serving Chicago, IL are Altair Advisers, LLC, Altman Advisors, Aon Investments USA Inc., Arete Wealth Advisors, LLC and Bmo Family Office, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Chicago are verified against official records?
10 of the top 10 match an active official record: Altair Advisers, LLC (U.S. Securities and Exchange Commission), Altman Advisors (U.S. Securities and Exchange Commission), Aon Investments USA Inc. (U.S. Securities and Exchange Commission), Arete Wealth Advisors, LLC (U.S. Securities and Exchange Commission) and Bmo Family Office, LLC (U.S. Securities and Exchange Commission), and 5 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 .