# CGO Financial
Source: https://planprovider.pro/provider/cgo-financial

> Part of Connor & Gallagher OneSource, CGO Financial works with employers on retirement plans and related benefits. The firm is based in Lisle in Chicago’…

Retirement Plan Advisor

Lisle, IL

## About CGO Financial

<p>Part of Connor &amp; Gallagher OneSource, CGO Financial works with employers on retirement plans and related benefits. The firm is based in Lisle in Chicago’s western suburbs and works with businesses across the Chicago metro area.</p>

<p>As a <a href="/plan-advisors">plan advisor</a>, CGO Financial helps build and run employer-sponsored retirement plans using a structured five-step approach. That process covers plan design, vendor selection, fiduciary support as a 3(21) fiduciary, participant education through materials and seminars, and ongoing plan monitoring.</p>

<p>CGO Financial reported $9.9B in AUM (2026). The firm has been recognized with industry awards including PLANADVISER Retirement Plan Advisers of the Year, PLANADVISER Top Retirement Plan Advisers, NAPA Top DC Advisor Firms, and The Financial Times 401 Top Retirement Advisors.</p>

<p>One practical differentiator is the ability to pair retirement plan work with broader workplace services through the Connor &amp; Gallagher OneSource platform.</p>

<ul>
<li>Plan design for employer-sponsored retirement plans</li>
<li>3(21) fiduciary guidance</li>
<li>Participant advice and education (materials and seminars)</li>
<li>Vendor selection and ongoing plan monitoring</li>
<li>Business insurance, employee benefits, HR + payroll, and personal insurance</li>
</ul>

Website: [https://www.gocgo.com/employer-sponsored-retirement-plan](https://www.gocgo.com/employer-sponsored-retirement-plan)

## Office Locations

- Lisle, IL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- Plan Design Consulting

- Participant Investment Advice

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $9.9B

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