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Find The Best Financial Advisors in Northbrook, Illinois
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Northbrook, Illinois
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Northbrook, Illinois, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and 14 non-vetted financial advisors in Northbrook, Illinois, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Northbrook, Illinois have an average of 24 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Northbrook, Illinois
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Top Financial Advisor Firms in Northbrook, Illinois (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| SBB RESEARCH GROUP LLC 450 Skokie Blvd., Building 600 Northbrook, IL, 60062 | 161109 | $2,454,707,023 | 23 | A percentage of AUM, Performance Based |
| PHASE 3 CAPITAL MANAGEMENT LLC 650 Dundee Road, Suite 470 Northbrook, IL, 60062 | 294408 | $1,276,718,000 | 7 | A percentage of AUM, Performance Based, Other (OPERATING EXPENSE PASS THROUGH) |
| TRIGRAN INVESTMENTS, INC. 630 Dundee Road, Suite 230 Northbrook, IL, 60062 | 155200 | $1,143,305,769 | 17 | A percentage of AUM, Performance Based |
| ARTHUR M. COHEN & ASSOCIATES LLC 1033 Skokie Boulevard, Ste 200 Northbrook, IL, 60062 | 105894 | $1,021,018,577 | 831 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF THIRD PARTY ADVISER FEES) |
| TRIFECTA CAPITAL ADVISORS, LLC 400 Skokie Blvd, Suite 455 Northbrook, IL, 60062 | 317391 | $567,607,471 | 341 | A percentage of AUM, Fixed fees |
| MIRAMAR CAPITAL 666 Dundee Road, Suite 502 Northbrook, IL, 60062 | 290909 | $491,330,980 | 356 | A percentage of AUM |
| IRON FINANCIAL LLC 630 Dundee Road, Suite 200 Northbrook, IL, 60062 | 106682 | $421,111,841 | 609 | A percentage of AUM, Performance Based, Other ($50 MINIMUM QUARTERLY FEE) |
| MENDEL MONEY MANAGEMENT INC 1200 Shermer Rd Ste 216, Northbrook, IL, 60062 | 105974 | $301,133,763 | 222 | A percentage of AUM, Hourly charges, Fixed fees, Other (SUBSCRIPTION FEES FOR FINANCIAL PLANNING) |
| OAK WEALTH ADVISORS LLC 836 Skokie Blvd., Northbrook, IL, 60062 | 148832 | $283,277,552 | 572 | A percentage of AUM, Fixed fees |
| ESTATE & TRUST ADVISORS 707 Skokie Blvd, Suite 300 Northbrook, IL, 60062 | 123802 | $216,339,173 | 541 | A percentage of AUM |
| MAIN STREET INVESTMENT ADVISORS, LLC 707 Skokie Blvd, Suite 190 Northbrook, IL, 60062 | 146036 | $214,653,300 | 100 | A percentage of AUM |
| BOON CAPITAL ADVISORS LLC 666 Dundee Road, Suite 1701, Northbrook, IL, 60062-2702 | 174016 | $158,731,756 | 291 | A percentage of AUM |
| MINDFUL WEALTH LLC 5 Revere Drive, Suite 200 Northbrook, IL, 60062 | 297493 | $132,866,323 | 187 | A percentage of AUM |
| AVOCET CAPITAL MANAGEMENT LLC 1363 Shermer Road, Suite 200 Northbrook, IL, 60062 | 156261 | $130,871,142 | 151 | A percentage of AUM, Hourly charges |
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