Illinois · 17 advisers
Financial Advisors in Northfield, Illinois
Looking for a financial advisor in Northfield, Illinois? Falists indexes 17 SEC-registered and state-registered investment advisers in Northfield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 15 firms list a website you can visit directly. Firms in this directory manage up to $755.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
17
With website
15
Largest AUM
$755.9M
Financial planning
10
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Northfield
Ranked by AUM · Fees, team & specialties at a glance
MOLLER WEALTH PARTNERS
Northfield, IL
AUM
$755.9M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
847-441-7575
BERNARDI ASSET MANAGEMENT, LLC
Northfield, IL
AUM
$331.0M
Team
10 advisors
Clients
—
Fees
Percentage of AUM
312-281-2021
MACK INVESTMENT SECURITIES, INC.
Northfield, IL
AUM
$302.6M
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
847-657-6600
THE PLANNING GROUP
Northfield, IL
AUM
$291.5M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847-441-9400
BRENTVIEW INVESTMENT MANAGEMENT, LLC
Northfield, IL
AUM
$233.4M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
312-283-4450
TREETOP WEALTH MANAGEMENT, LLC
Northfield, IL
AUM
$210.0M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Commissions
847-386-6707
MARCUS CAPITAL, LLC
Northfield, IL
AUM
$129.2M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
847-313-4326
STRATEGIC PORTFOLIO MANAGERS
Northfield, IL
AUM
$127.1M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(847) 441-2600
BCM CAPITAL MANAGEMENT LLC
Northfield, IL
AUM
$126.3M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; FEE BASED ON BORROWED CAPITAL
847-446-7372
ENGAGE WEALTH GROUP, LLC
Northfield, IL
AUM
$114.0M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
847-794-5000
CERTITUDE ADVISORS, LLC
Northfield, IL
AUM
$86.0M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
847-441-2970
KLINE CAPITAL MANAGEMENT LLC
Northfield, IL
AUM
$27.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
312-263-6100
MOMENTUM WEALTH MANAGEMENT
Northfield, IL
AUM
$24.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
847-418-8820
ARDOR INVESTMENT MANAGEMENT CONSULTING
Northfield, IL
AUM
$1.9M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-441-3228
KENNEY INVESTMENTS INC
Northfield, IL
AUM
$328.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
847-441-2642
TWOMBLY ASSET MANAGEMENT LLC
Northfield, IL
AUM
$54.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
847-256-0900
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Common questions
- How many financial advisors are in Northfield, Illinois?
- 17 registered investment advisers are listed in our Northfield directory, sourced from public SEC filings.
- What types of advisors are in Northfield?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Northfield?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.