Financial advisers in Northbrook, IL

11 registered investment adviser firms in Northbrook managing $8.2B in assets, based on public SEC Form ADV filings.

Sbb Research Group LLC

Northbrook, IL · Est. 2014

Regional

Fee-only

AUM: $3.3B
Per adviser: $296M
Advisers: 11

No reported disclosures

Arthur M. Cohen & Associates LLC

Northbrook, IL · Est. 1990

Local

Fee-based

AUM: $1.1B
Per adviser: $556M
Advisers: 2

No reported disclosures

Trifecta Capital Advisors, LLC

Northbrook, IL · Est. 2022

Local

Fee-based

AUM: $927M
Per adviser: $309M
Advisers: 3

No reported disclosures

Miramar Capital

Northbrook, IL · Est. 2017

Local

Fee-only

AUM: $550M
Per adviser: $183M
Advisers: 3

No reported disclosures

Trigran Investments, INC.

Northbrook, IL · Est. 2011

Local

Fee-only

AUM: $533M
Per adviser: $76M
Advisers: 7

No reported disclosures

Iron Financial LLC

Northbrook, IL · Est. 1994

Local

Fee-only

AUM: $489M
Per adviser: $54M
Advisers: 9

No reported disclosures

Oak Wealth Advisors LLC

Northbrook, IL · Est. 2017

Local

Fee-based

AUM: $374M
Per adviser: $125M
Advisers: 3

No reported disclosures

Mendel Money Management INC

Northbrook, IL · Est. 1989

LocalInternational

Fee-based

AUM: $317M
Per adviser: $79M
Advisers: 4

No reported disclosures

Main Street Investment Advisors, LLC

Northbrook, IL · Est. 2018

Local

Fee-based

AUM: $250M
Per adviser: $83M
Advisers: 3

No reported disclosures

Boon Capital Advisors LLC

Northbrook, IL · Est. 2024

Local

Fee-only

AUM: $185M
Per adviser: $185M
Advisers: 1

No reported disclosures

Avocet Capital Management LLC

Northbrook, IL · Est. 2022

Local

Fee-only

AUM: $158M
Per adviser: $79M
Advisers: 2

No reported disclosures