#1Faircourt Partners, LLC
FAIRCOURT PARTNERS, LLC
Serves this area from Lake Bluff, IL (6 mi)
Retirement Plan Advisors in Waukegan, IL
The top-ranked retirement plan advisors serving Waukegan, IL are Faircourt Partners, LLC, Tsfg, LLC and Inspirion Wealth Advisors, LLC. We list 84 retirement plan advisors serving Waukegan, 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 Waukegan, IL (Lake County). 84 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 Waukegan
#2Tsfg, LLC
TSFG, LLCServes this area from Lake Forest, IL (8 mi)#3Inspirion Wealth Advisors, LLC
INSPIRION WEALTH ADVISORS, LLCServes this area from Libertyville, IL (8 mi)#415 Wealth Advisors LLC
15 WEALTH ADVISORS LLCServes this area from Mundelein, IL (10 mi)#5Mosaic Fi LLC
MOSAIC FI LLCServes this area from Lincolnshire, IL (13 mi)#6Alera Investment Advisors, LLC
ALERA INVESTMENT ADVISORS, LLCServes this area from Deerfield, IL (14 mi)#7E. A. Horwitz LLC
E. A. HORWITZ LLCServes this area from Deerfield, IL (15 mi)#8Nadler Financial Group, Inc.
NADLER FINANCIAL GROUP, INC.Serves this area from Deerfield, IL (15 mi)#9Capital Resource Management,inc.
CAPITAL RESOURCE MANAGEMENT INCServes this area from Deerfield, IL (15 mi)#10Arthur M. Cohen & Associates LLC
ARTHUR M. COHEN & ASSOCIATES LLCServes this area from Northbrook, IL (17 mi)
20 more providers serving this area
- Barrett Wealth Connection LLC, Spring Grove, IL (19 mi)
- Engage Wealth Group, LLC, Winnetka, IL (19 mi)
- Strategic Portfolio Managers, Northfield, IL (20 mi)
- Kinnamon & Associates Ltd II, Barrington, IL (20 mi)
- Virtue Asset Management LLC, Barrington, IL (20 mi)
- Arlington Wealth Management, Arlington Heights, IL (21 mi)
- Alo Financial Planning, Mount Prospect, IL (21 mi)
- Daly Investment Management, LLC, Mount Prospect, IL (22 mi)
- Harbour Financial Resources, Ltd, Skokie, IL (22 mi)
- Mirretti Perryman Wealth Strategies, LLC, Skokie, IL (23 mi)
- Lifepoint Planning, Schaumburg, IL (23 mi)
- Gallagher Fiduciary Advisors, LLC, Rolling Meadows, IL (23 mi)
- Kingsbury Capital Investment Advisors LLC, Evanston, IL (24 mi)
- Capital Gains Incorporated, Niles, IL (24 mi)
- Cetera Investment Advisers LLC, Schaumburg, IL (24 mi)
- Cl Wealth Management LLC, Schaumburg, IL (24 mi)
- Vermillion Financial Advisors, Inc., South Barrington, IL (25 mi)
- American Community Wealth Management, LLC, Crystal Lake, IL (25 mi)
- Clearwater Capital Partners, Hoffman Estates, IL (26 mi)
- Expressive Wealth LLC, Chicago, IL (26 mi)
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Frequently asked questions
How many retirement plan advisors serve Waukegan?
We list 84 retirement plan advisors serving Waukegan, IL: 0 based there and 84 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 Waukegan?
The top-ranked retirement plan advisors serving Waukegan, IL are Faircourt Partners, LLC, Tsfg, LLC, Inspirion Wealth Advisors, LLC, 15 Wealth Advisors LLC and Mosaic Fi LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Waukegan are verified against official records?
10 of the top 10 match an active official record: Faircourt Partners, LLC (U.S. Securities and Exchange Commission), Tsfg, LLC (U.S. Securities and Exchange Commission), Inspirion Wealth Advisors, LLC (U.S. Securities and Exchange Commission), 15 Wealth Advisors LLC (U.S. Securities and Exchange Commission) and Mosaic Fi 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 .