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Retirement plan consulting in Chicago, IL

46 advisers in Chicago offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 46

Altair Advisers, LLC225 W. Washington Street, Suite 2400 · Chicago, IL 60606 · (312) 429-3000 · Financial planningCRD 120642 · % of assets, Hourly charges, Fixed fees · $9.8 billion AUMSEC registeredNo commissions reportedAltman Advisors233 S Wacker Dr., Suite 9750 · Chicago, IL 60606 · (312) 759-7801 · Financial planningCRD 281778 · % of assets, Hourly charges, Fixed fees · $483.4 million AUMSEC registeredNo commissions reportedAon Investments USA INC.200 East Randolph Street, Suite 600 · Chicago, IL 60601 · (312) 381-7963 · Hourly feesCRD 105596 · % of assets, Hourly charges, Fixed fees · $151.0 billion AUMSEC registeredNo commissions reportedArete Wealth Advisors, LLC1115 W Fulton Market, 3rd Floor · Chicago, IL 60607 · (312) 940-3684 · Financial planningCRD 145488 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedBayworth Capital875 N Michigan Avenue, Suite 3100 · Chicago, IL 60611 · (312) 788-7425 · Financial planningCRD 284360 · % of assets, Fixed fees · $90.6 million AUMState registeredNo commissions reportedBmo Family Office, LLC320 South Canal Street, Floor 12 · Chicago, IL 60606 · (650) 210-5042 · Financial planningCRD 110264 · % of assets, Hourly charges, Fixed fees · $10.0 billion AUMSEC registeredNo commissions reportedBurling Wealth PartnersOne South Wacker Drive, Suite 2150 · Chicago, IL 60606 · (312) 825-0262 · Financial planningCRD 332198 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedChicago Wealth Management, INC.Two North Riverside Plaza, Suite 1620 · Chicago, IL 60606 · (312) 376-8350 · Financial planningCRD 112271 · % of assets, Hourly charges, Fixed fees · $365.7 million AUMSEC registeredNo commissions reportedCogent Strategic Wealth LLC77 West Wacker Drive, Suite 4500 · Chicago, IL 60601 · (312) 382-8388 · Financial planningCRD 152715 · % of assets · $336.0 million AUMSEC registeredNo commissions reportedCresset Asset Management, LLC444 W. Lake Street, Suite 4700 · Chicago, IL 60606 · (312) 429-2400 · Financial planningCRD 288566 · % of assets, Fixed fees, Performance-based fees · $78.9 billion AUMSEC registeredNo commissions reported
Curi Capital, LLCOne North Wacker Drive, Suite 3500 · Chicago, IL 60606 · (312) 993-5800 · Financial planningCRD 134249 · % of assets, Fixed fees, Performance-based fees · $11.6 billion AUMSEC registeredNo commissions reportedEmbree Financial Group440 N Wells St, Suite 530 · Chicago, IL 60654 · (312) 527-5565 · Financial planningCRD 108233 · % of assets, Hourly charges, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedEnvision Wealth Planning INC.1 W Monroe St., Suite 3-113 · Chicago, IL 60603 · (312) 448-1010 · Financial planningCRD 298672 · % of assets, Hourly charges, Fixed fees · $21.5 million AUMState registeredNo commissions reportedExpressive Wealth LLC6601 N. Avondale Ave, Suite 200 · Chicago, IL 60631 · (847) 595-8812 · Financial planningCRD 329974 · % of assets, Hourly charges, Fixed fees · $165.2 million AUMSEC registeredNo commissions reportedFactor Wealth Management980 N Michigan Avenue, Ste 1320 · Chicago, IL 60611 · (312) 644-5040 · Financial planningCRD 104708 · % of assets, Hourly charges, Fixed fees · $781.0 million AUMSEC registeredNo commissions reportedFiducient Advisors LLC500 W Madison Street, Suite 3260 · Chicago, IL 60661 · (312) 853-1000 · Financial planningCRD 106720 · % of assets, Fixed fees, Performance-based fees · $97.5 billion AUMSEC registeredNo commissions reportedFinancial Solutions Advisory Group8700 W. Bryn Mawr Avenue, Suite 410-N · Chicago, IL 60631 · (773) 714-1540 · Financial planningCRD 125218 · % of assets, Hourly charges, Fixed fees · $935.0 million AUMSEC registeredNo commissions reportedFourstar Wealth Advisors, LLC1 N. Lasalle Street, Suite 2225 · Chicago, IL 60602 · (312) 667-1750 · Financial planningCRD 169613 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedGcm Grosvenor L.P.900 North Michigan Avenue, Suite 1100 · Chicago, IL 60611 · (312) 506-6500 · Flat / fixed feesCRD 108654 · % of assets, Fixed fees, Performance-based fees · $95.5 billion AUMSEC registeredNo commissions reportedGrassland Capital, LLC134 N Lasalle Street, Suite 1050 · Chicago, IL 60602 · (312) 500-5070 · Hourly feesCRD 313631 · % of assets, Hourly charges, Fixed fees · $3.4 million AUMState registeredNo commissions reportedGreenrock Research, INC.444 W. Lake St., Suite 1700 · Chicago, IL 60606 · (312) 463-1301 · Flat / fixed feesCRD 131825 · % of assets, Fixed fees · $863.9 million AUMSEC registeredNo commissions reportedGreenstone Belt Wealth Advisors, LLC401 N Michigan Ave, Suite 1200 · Chicago, IL 60611 · (312) 952-6550 · Financial planningCRD 335862 · % of assets, Hourly charges, Fixed fees · $260.1 million AUMSEC registeredNo commissions reportedHerr Capital Management LLC10231 S. Western Avenue, Suite 1a · Chicago, IL 60643 · (312) 697-1600 · Financial planningCRD 122965 · % of assets, Hourly charges, Fixed fees · $79.3 million AUMState registeredNo commissions reportedHightower Advisors, LLC200 W. Madison St., Suite 2500 · Chicago, IL 60606 · (312) 962-3800 · Financial planningCRD 145323 · % of assets, Hourly charges, Fixed fees · $198.6 billion AUMSEC registeredNo commissions reportedIht Wealth Management LLC123 N. Wacker Dr., Suite 2300 · Chicago, IL 60606 · (855) 295-2828 · Financial planningCRD 171481 · % of assets, Hourly charges, Fixed fees · $9.8 billion AUMSEC registeredNo commissions reportedInvestment Navigation LLC3701 N. Kedzie Ave · Chicago, IL 60625 · (773) 509-0579 · Financial planningCRD 297883 · % of assets, Hourly charges · $7.8 million AUMState registeredNo commissions reportedLake Street128 N. May Street, Floor 2 · Chicago, IL 60607 · (312) 766-7040 · Financial planningCRD 296761 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedLcm Capital Management INC209 W. Jackson Boulevard, Suite 777 · Chicago, IL 60606 · (312) 705-3013 · Flat / fixed feesCRD 111074 · % of assets, Fixed fees · $403.0 million AUMSEC registeredNo commissions reportedMarquette Associates, INC.180 North Lasalle Street, Suite 3500 · Chicago, IL 60601 · (312) 527-5500 · Hourly feesCRD 21572 · % of assets, Hourly charges, Fixed fees · $47.1 billion AUMSEC registeredNo commissions reportedMesirow Financial Investment Management, INC.353 N. Clark St · Chicago, IL 60654 · (800) 621-4421 · Financial planningCRD 111135 · % of assets, Performance-based fees · $50.4 billion AUMSEC registeredNo commissions reportedMidway Capital Research & Management LLC400 North Michigan Avenue, Suite 1018 · Chicago, IL 60611 · (312) 445-8562 · Financial planningCRD 147139 · % of assets, Hourly charges, Fixed fees · $110.4 million AUMSEC registeredNo commissions reportedMitchell Vaught & Taylor INC53 W. Jackson Suite 901 · Chicago, IL 60604 · (312) 922-1717 · Financial planningCRD 106160 · % of assets, Hourly charges · $42.4 million AUMSEC registeredNo commissions reportedMonroe Financial INC.1132 S Wabash Ave Ste 605 · Chicago, IL 60605 · (312) 906-7166 · Financial planningCRD 304658 · % of assets, Hourly charges · $8.3 million AUMState registeredNo commissions reportedMorningstar Investment Management LLC22 West Washington Street · Chicago, IL 60602 · (312) 696-6000 · Flat / fixed feesCRD 108031 · % of assets, Fixed fees, Other · $87.8 billion AUMSEC registeredNo commissions reportedNorth Star Investment Management Corporation20 N. Wacker Drive, Suite 2027 · Chicago, IL 60606 · (312) 580-0900 · Financial planningCRD 117681 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedNuveen Asset Management, LLC333 West Wacker Drive · Chicago, IL 60606 · (312) 917-7700 · Flat / fixed feesCRD 155584 · % of assets, Fixed fees, Performance-based fees · $280.5 billion AUMSEC registeredNo commissions reportedOne Wild Life Advisors LLC4848 N Damen Ave · Chicago, IL 60625 · (312) 666-7587 · Financial planningCRD 333774 · % of assets, Hourly charges, Fixed fees · $40.2 million AUMState registeredNo commissions reportedRetirement Plan Advisors, LLC29 E. Madison St., Suite 500 · Chicago, IL 60602 · (312) 701-1100 · Financial planningCRD 122758 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedRothschild Investment311 South Wacker Drive, Suite 5900 · Chicago, IL 60606 · (312) 983-8900 · Financial planningCRD 728 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedSecurity Capital Research & Management Incorporated10 South Dearborn Street · Chicago, IL 60603 · (312) 385-8320 · % of assets managedCRD 106201 · % of assets, Performance-based fees · $3.3 billion AUMSEC registeredNo commissions reportedSerenity Investment Advisors333 S. Wabash Ave., Suite 2700 · Chicago, IL 60604 · (312) 734-1415 · Financial planningCRD 307924 · % of assets, Fixed fees · $513.6 million AUMSEC registeredNo commissions reportedStride Investments, LLC1925 N Clybourn Ave, Suite 301 · Chicago, IL 60614 · (312) 767-9166 · Flat / fixed feesCRD 167037 · % of assets, Fixed fees · $200.9 million AUMSEC registeredNo commissions reportedSullivan Mermel, INC.3744 N. Southport Unit G · Chicago, IL 60613 · (773) 404-9344 · Financial planningCRD 146266 · OtherState registeredNo commissions reportedValor Advisers5919 W. Montrose Ave · Chicago, IL 60634 · (773) 609-4755 · Financial planningCRD 301292 · % of assets, Hourly charges, Subscription fees · $1.7 million AUMState registeredNo commissions reportedVector7 Capital420 W Grand Ave, Suite 1b · Chicago, IL 60654 · (312) 500-6440 · Financial planningCRD 341471 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedVestgen Advisors, LLC1 North Franklin, Suite 1850 · Chicago, IL 60606 · (312) 237-4446 · Financial planningCRD 318657 · % of assets, Hourly charges, Fixed fees · $6.7 billion AUMSEC registeredNo commissions reported