Top Financial Advisors in Northbrook, Illinois
Finding the right financial advisor in Northbrook 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 Northbrook, 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 Northbrook, IL.
Find the Best Financial Advisor Firms in Northbrook:
ARTHUR M. COHEN & ASSOCIATES LLC
CRD#: 105894
Address: 1033 Skokie Boulevard Ste 200, Northbrook, IL 60062
Clients: 26
Average Clients per Advisor: 13
AUM: $ 1.1B
TRIFECTA CAPITAL ADVISORS, LLC
CRD#: 317391
Address: 400 Skokie Blvd Suite 455, Northbrook, IL 60062
Clients: 37
Average Clients per Advisor: 12
AUM: $ 927M
IRON FINANCIAL LLC
CRD#: 106682
Address: 630 Dundee Road Suite 300, Northbrook, IL 60062
Clients: 124
Average Clients per Advisor: 13
AUM: $ 489M
OAK WEALTH ADVISORS LLC
CRD#: 148832
Address: 1363 Shermer Rd. Ste. 208, Northbrook, IL 60062
Clients: 67
Average Clients per Advisor: 22
AUM: $ 374M
MENDEL MONEY MANAGEMENT INC
CRD#: 105974
Address: 1200 Shermer Rd Ste 216, Northbrook, IL 60062
Clients: 135
Average Clients per Advisor: 33
AUM: $ 317M
MAIN STREET INVESTMENT ADVISORS, LLC
CRD#: 146036
Address: 707 Skokie Blvd Suite 190, Northbrook, IL 60062
Clients: 14
Average Clients per Advisor: 4
AUM: $ 250M
How We Chose the Top Financial Advisors in Northbrook, Illinois
To create this list of top financial advisor firms in Northbrook, 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 Northbrook has to offer.
Search Financial Advisors in Northbrook, Illinois
Jaime Rafael Villalobos
Registered Affiliation(s):WILLIAM BLAIR
Michael Walter Basile
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
Flavia Cardozo
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Daniel Patrick Wachs
Registered Affiliation(s):OSAIC WEALTH, INC.
Kevin Richard Kamholz
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Rod Loewenthal
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
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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