#1Forum Financial Management, LP
FORUM FINANCIAL MANAGEMENT, LP
Based in Lombard, IL
Retirement Plan Advisors in Lombard, IL
The top-ranked retirement plan advisors serving Lombard, IL are Forum Financial Management, LP, Investment Consulting Services, LLC and Strategic Capital Investment Advisors Inc. We list 101 retirement plan advisors serving Lombard, 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 Lombard, IL (DuPage County). 101 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 Lombard
#2Investment Consulting Services, LLC
INVESTMENT CONSULTING SERVICES, LLCBased in Lombard, IL#3Strategic Capital Investment Advisors Inc
STRATEGIC CAPITAL INVESTMENT ADVISORS INCBased in Lombard, IL#4Harvest Investment Services, LLC
HARVEST INVESTMENT SERVICES, LLCServes this area from Oakbrook Terrace, IL (3 mi)#5Arbor Financial Services, LLC
ARBOR FINANCIAL SERVICES, LLCServes this area from Downers Grove, IL (3 mi)#6Capstone Financial Advisors Inc
CAPSTONE FINANCIAL ADVISORS INCServes this area from Downers Grove, IL (3 mi)#7Jmg Financial Group Ltd
JMG FINANCIAL GROUP LTDServes this area from Downers Grove, IL (3 mi)#8Vertex Partners
VERTEX PLANNING PARTNERS, LLCServes this area from Downers Grove, IL (3 mi)#9Parkview Asset Management, Inc.
PARKVIEW ASSET MANAGEMENT, INC.Serves this area from Oakbrook Terrace, IL (4 mi)#10Ergawealth Advisors, Inc.
ERGAWEALTH ADVISORS, INC.Serves this area from Oak Brook, IL (4 mi)
20 more providers serving this area
- Chicago Oakbrook Financial Group, Oak Brook, IL (4 mi)
- Highpoint Planning Partners, Downers Grove, IL (5 mi)
- Lasalle St. Investment Advisors, L.L.C., Elmhurst, IL (5 mi)
- Sebold Capital Management, Inc, Lisle, IL (6 mi)
- Vistamark Investments, Hinsdale, IL (7 mi)
- Mcculley Financial Group, LLC, Westchester, IL (7 mi)
- Performance Wealth, Hinsdale, IL (7 mi)
- Pinnacle Financial Group LLC, Western Springs, IL (8 mi)
- Fiduciary Financial Partners, LLC, Naperville, IL (8 mi)
- Stenger Family Office, LLC, Naperville, IL (8 mi)
- Millington Financial Advisors, LLC, Naperville, IL (8 mi)
- Dhjj Financial Advisors, Naperville, IL (9 mi)
- Horizon Wealth Management, La Grange, IL (9 mi)
- Lantz Financial LLC, Naperville, IL (9 mi)
- Rai Wealth, Naperville, IL (9 mi)
- Mps-loria Financial Planners,llc, Burr Ridge, IL (10 mi)
- Unique Wealth Strategies, Burr Ridge, IL (10 mi)
- 4wealth Advisors, Inc., Burr Ridge, IL (10 mi)
- Copperwood Financial, Burr Ridge, IL (10 mi)
- Intentgen Financial Partners, Naperville, IL (11 mi)
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Frequently asked questions
How many retirement plan advisors serve Lombard?
We list 101 retirement plan advisors serving Lombard, IL: 3 based there and 98 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 Lombard?
The top-ranked retirement plan advisors serving Lombard, IL are Forum Financial Management, LP, Investment Consulting Services, LLC, Strategic Capital Investment Advisors Inc, Harvest Investment Services, LLC and Arbor Financial Services, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lombard are verified against official records?
10 of the top 10 match an active official record: Forum Financial Management, LP (U.S. Securities and Exchange Commission), Investment Consulting Services, LLC (U.S. Securities and Exchange Commission), Strategic Capital Investment Advisors Inc (U.S. Securities and Exchange Commission), Harvest Investment Services, LLC (U.S. Securities and Exchange Commission) and Arbor Financial Services, 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 .