#1Lifepoint Planning
LIFEPOINT PLANNING, PLLC
Based in Schaumburg, IL
Retirement Plan Advisors in Schaumburg, IL
The top-ranked retirement plan advisors serving Schaumburg, IL are Lifepoint Planning, Cetera Investment Advisers LLC and Cl Wealth Management LLC. We list 117 retirement plan advisors serving Schaumburg, 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 Schaumburg, 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 Schaumburg
#2Cetera Investment Advisers LLC
CETERA INVESTMENT ADVISERS LLCServes this area from Schaumburg, IL (2 mi)#3Cl Wealth Management LLC
CL WEALTH MANAGEMENT LLCServes this area from Schaumburg, IL (2 mi)#4Gallagher Fiduciary Advisors, LLC
GALLAGHER FIDUCIARY ADVISORS, LLCServes this area from Rolling Meadows, IL (4 mi)#5Clearwater Capital Partners
CLEARWATER CAPITAL ADVISORS, LLCServes this area from Hoffman Estates, IL (4 mi)#6Vermillion Financial Advisors, Inc.
VERMILLION FINANCIAL ADVISORS, INC.Serves this area from South Barrington, IL (5 mi)#7Arlington Wealth Management
ARLINGTON CAPITAL MANAGEMENT, INC.Serves this area from Arlington Heights, IL (7 mi)#8Alo Financial Planning
SYMMETRY WEALTH MANAGEMENT, LLCServes this area from Mount Prospect, IL (8 mi)#9Daly Investment Management, LLC
DALY INVESTMENT MANAGEMENT, LLCServes this area from Mount Prospect, IL (9 mi)#10Kinnamon & Associates Ltd II
KINNAMON & ASSOCIATES LTD IIServes this area from Barrington, IL (9 mi)
20 more providers serving this area
- Virtue Asset Management LLC, Barrington, IL (9 mi)
- Lasalle St. Investment Advisors, L.L.C., Elmhurst, IL (10 mi)
- Financial Solutions Advisory Group, Chicago, IL (13 mi)
- Forum Financial Management, LP, Lombard, IL (13 mi)
- Investment Consulting Services, LLC, Lombard, IL (13 mi)
- Chicago Investment Advisory Council, Inc., St. Charles, IL (13 mi)
- Capital Gains Incorporated, Niles, IL (13 mi)
- Harvest Investment Services, LLC, Oakbrook Terrace, IL (14 mi)
- Arbor Financial Services, LLC, Downers Grove, IL (14 mi)
- Capstone Financial Advisors Inc, Downers Grove, IL (14 mi)
- Jmg Financial Group Ltd, Downers Grove, IL (14 mi)
- Strategic Capital Investment Advisors Inc, Lombard, IL (14 mi)
- Vertex Partners, Downers Grove, IL (14 mi)
- Alera Investment Advisors, LLC, Deerfield, IL (14 mi)
- E. A. Horwitz LLC, Deerfield, IL (14 mi)
- Expressive Wealth LLC, Chicago, IL (14 mi)
- Mosaic Fi LLC, Lincolnshire, IL (14 mi)
- Ergawealth Advisors, Inc., Oak Brook, IL (14 mi)
- Parkview Asset Management, Inc., Oakbrook Terrace, IL (14 mi)
- Chicago Oakbrook Financial Group, Oak Brook, IL (14 mi)
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Frequently asked questions
How many retirement plan advisors serve Schaumburg?
We list 117 retirement plan advisors serving Schaumburg, IL: 1 based there and 116 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 Schaumburg?
The top-ranked retirement plan advisors serving Schaumburg, IL are Lifepoint Planning, Cetera Investment Advisers LLC, Cl Wealth Management LLC, Gallagher Fiduciary Advisors, LLC and Clearwater Capital Partners. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Schaumburg are verified against official records?
10 of the top 10 match an active official record: Lifepoint Planning (U.S. Securities and Exchange Commission), Cetera Investment Advisers LLC (U.S. Securities and Exchange Commission), Cl Wealth Management LLC (U.S. Securities and Exchange Commission), Gallagher Fiduciary Advisors, LLC (U.S. Securities and Exchange Commission) and Clearwater Capital Partners (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 .