Top Financial Advisors in Northfield, Illinois
Finding the right financial advisor in Northfield is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Northfield, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Northfield, IL.
Find the Best Financial Advisor Firms in Northfield:
MOLLER FINANCIAL SERVICES
CRD#: 110493
Address: One Northfield Plaza, Suite 200, Northfield, IL 60093-1211
Clients: 128
Average Clients per Advisor: 32
AUM: $ 502M
MACK INVESTMENT SECURITIES, INC.
CRD#: 17643
Address: 211 Waukegan Rd., Suite 300 Ste 300, Northfield, IL 60093
Clients: 371
In Business for: 40 Years
Average Clients per Advisor: 123
AUM: $ 203M
THE PLANNING GROUP
CRD#: 298496
Address: 465 Central Ave Suite 201, Northfield, IL 60093
Clients: 150
Average Clients per Advisor: 37
AUM: $ 199M
TREETOP WEALTH MANAGEMENT, LLC
CRD#: 155013
Address: One Northfield Plaza Suite 106, Northfield, IL 60093
Clients: 45
Average Clients per Advisor: 15
AUM: $ 140M
STRATEGIC PORTFOLIO MANAGERS
CRD#: 155286
Address: One Northfield Plaza Suite 300, Northfield, IL 60093
Clients: 40
Average Clients per Advisor: 40
AUM: $ 127M
BAKER & YOEST INVESTMENT ADVISERS, INC.
CRD#: 149115
Address: 790 W Frontage Rd Ste 116, Northfield, IL 60093
Clients: 7
Average Clients per Advisor: 3
AUM: $ 100M
How We Chose the Top Financial Advisors in Northfield, Illinois
To create this list of top financial advisor firms in Northfield, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Northfield has to offer.
Search Financial Advisors in Northfield, Illinois
Michael Powell Ellsworth
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Julie Mamett Shechtman
Registered Affiliation(s):MORGAN STANLEY
Edward Phillip Gordon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Henry Nelson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Victor John Katis
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Joel Shelburn Tremmel
Registered Affiliation(s):WELLSPRING PLANNING GROUP LLC
Michael F Reinhardt
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Thomas Alfred Wilson
Registered Affiliation(s):WILLIAM BLAIR
Donald Duane Duncan
Registered Affiliation(s):SAVANT WEALTH MANAGEMENT
James Lawrence Oberheide
Registered Affiliation(s):MORGAN STANLEY
Shankar B Iyer
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrew Michael Allison
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jill Suzanne White
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lissette Gomez
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeffery Scott Koskinen
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Brian A. Hansen
Registered Affiliation(s):EDWARD JONES
Eric Matthew Larson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Chan Hee Kang
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Richard Marcovici
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kelly A Epstein
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Brian S Terwilliger
Registered Affiliation(s):EDWARD JONES
James A Longo
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Susan Janet Pedersen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lynn James Kaufman
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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