TRIFECTA CAPITAL ADVISORS, LLC
Northbrook, IL
AUM
$927.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
1-847-495-2464
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IL, NORTHBROOK
19 advisers found
MIRAMAR CAPITAL
Northbrook, IL
AUM
$550.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
847-291-7300
IRON FINANCIAL LLC
Northbrook, IL
AUM
$489.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
847-715-3200
OAK WEALTH ADVISORS LLC
Northbrook, IL
AUM
$373.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
847-945-8888
MENDEL MONEY MANAGEMENT INC
Northbrook, IL
AUM
$317.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(847) 564-0970
MAIN STREET INVESTMENT ADVISORS, LLC
Northbrook, IL
AUM
$250.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
847-480-7055
BOON CAPITAL ADVISORS LLC
Northbrook, IL
AUM
$185.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
224-326-2044
AVOCET CAPITAL MANAGEMENT LLC
Northbrook, IL
AUM
$157.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
312-925-0152
HOKIN INVESTMENT ADVISORS INC.
Northbrook, IL
AUM
$82.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
224-269-0009
CAPITAL MANAGEMENT CONSULTANTS
Northbrook, IL
AUM
$76.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
847-376-2747
STRATEGIC ADVISORS OF ILLINOIS
Northbrook, IL
AUM
$62.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
847-562-1300
FISHER FINANCIAL GROUP, LLC
Northbrook, IL
AUM
$41.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-205-9300
DOGWOOD INVESTMENT ADVISORS
Northbrook, IL
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
847-220-4044
AVISTA WEALTH MANAGEMENT
Northbrook, IL
AUM
$31.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
847-521-4950
SHINNEMAN WEALTH GROUP
Northbrook, IL
AUM
$31.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-933-9222
BENARI CAPITAL, LLC
Northbrook, IL
AUM
$17.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847-748-0270
KOLLAR WEALTH ADVISORS, LLC
Northbrook, IL
AUM
$12.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
847-291-4300
ARTHUR M. COHEN & ASSOCIATES LLC
Northbrook, IL
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
847-480-2990
Full profileNo website
K&H WEALTH PARTNERS
Northbrook, IL
AUM
$66.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
224-235-4307
Full profileNo website