#1Chicago Investment Advisory Council, Inc.
CHICAGO INVESTMENT ADVISORY COUNCIL, INC.
Based in St. Charles, IL
Retirement Plan Advisors in St. Charles, IL
The top-ranked retirement plan advisors serving St. Charles, IL are Chicago Investment Advisory Council, Inc., Krm Financial Planning & Wealth Management, LLC and Kdm Wealth Management Inc.. We list 102 retirement plan advisors serving St. Charles, 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 St. Charles, IL (Kane County). 102 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 St. Charles
#2Krm Financial Planning & Wealth Management, LLC
KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLCBased in St. Charles, IL#3Kdm Wealth Management Inc.
KDM WEALTH MANAGEMENT INC.Serves this area from Geneva, IL (2 mi)#4Masus Financial Group, Ltd.
MASUS FINANCIAL GROUP, LTD.Serves this area from Batavia, IL (4 mi)#5Intentgen Financial Partners
LNS OPERATIONS, LLCServes this area from Naperville, IL (10 mi)#6Calamos Wealth Management LLC
CALAMOS WEALTH MANAGEMENT LLCServes this area from Naperville, IL (10 mi)#7Dhjj Financial Advisors
DHJJ FINANCIAL ADVISORS, LTD.Serves this area from Naperville, IL (12 mi)#8Lantz Financial LLC
LANTZ FINANCIAL LLCServes this area from Naperville, IL (12 mi)#9Millington Financial Advisors, LLC
MILLINGTON FINANCIAL ADVISORS, LLCServes this area from Naperville, IL (12 mi)#10Rai Wealth
BROWN WEALTH MANAGEMENT, LLCServes this area from Naperville, IL (12 mi)
20 more providers serving this area
- Stenger Family Office, LLC, Naperville, IL (12 mi)
- Fiduciary Financial Partners, LLC, Naperville, IL (12 mi)
- Clearwater Capital Partners, Hoffman Estates, IL (13 mi)
- Sebold Capital Management, Inc, Lisle, IL (13 mi)
- Vermillion Financial Advisors, Inc., South Barrington, IL (14 mi)
- Vertex Partners, Downers Grove, IL (15 mi)
- Arbor Financial Services, LLC, Downers Grove, IL (16 mi)
- Capstone Financial Advisors Inc, Downers Grove, IL (16 mi)
- Jmg Financial Group Ltd, Downers Grove, IL (16 mi)
- Highpoint Planning Partners, Downers Grove, IL (16 mi)
- Cetera Investment Advisers LLC, Schaumburg, IL (16 mi)
- Cl Wealth Management LLC, Schaumburg, IL (16 mi)
- Investment Consulting Services, LLC, Lombard, IL (16 mi)
- Forum Financial Management, LP, Lombard, IL (16 mi)
- Hendricks Wealth And Estate Management, Algonquin, IL (17 mi)
- Strategic Capital Investment Advisors Inc, Lombard, IL (17 mi)
- Lifepoint Planning, Schaumburg, IL (17 mi)
- Gallagher Fiduciary Advisors, LLC, Rolling Meadows, IL (18 mi)
- Harvest Investment Services, LLC, Oakbrook Terrace, IL (18 mi)
- Lasalle St. Investment Advisors, L.L.C., Elmhurst, IL (19 mi)
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Frequently asked questions
How many retirement plan advisors serve St. Charles?
We list 102 retirement plan advisors serving St. Charles, IL: 2 based there and 100 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 St. Charles?
The top-ranked retirement plan advisors serving St. Charles, IL are Chicago Investment Advisory Council, Inc., Krm Financial Planning & Wealth Management, LLC, Kdm Wealth Management Inc., Masus Financial Group, Ltd. and Intentgen Financial Partners. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving St. Charles are verified against official records?
10 of the top 10 match an active official record: Chicago Investment Advisory Council, Inc. (U.S. Securities and Exchange Commission), Krm Financial Planning & Wealth Management, LLC (U.S. Securities and Exchange Commission), Kdm Wealth Management Inc. (U.S. Securities and Exchange Commission), Masus Financial Group, Ltd. (U.S. Securities and Exchange Commission) and Intentgen Financial 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 .