Financial advisers in Northfield, IL

10 registered investment adviser firms in Northfield managing $2.8B in assets, based on public SEC Form ADV filings.

Moller Wealth Partners

Northfield, IL · Est. 1992

Local

Fee-based

AUM: $756M
Per adviser: $189M
Advisers: 4

No reported disclosures

Bernardi Asset Management, LLC

Northfield, IL · Est. 2008

Local

Fee-only

AUM: $331M
Per adviser: $33M
Advisers: 10

No reported disclosures

Kenney Investments INC

Northfield, IL · Est. 1989

Local

Fee-based

AUM: $328M
Per adviser: $164M
Advisers: 2

No reported disclosures

Mack Investment Securities, INC.

Northfield, IL · Est. 1987

Local

Fee-based

AUM: $303M
Per adviser: $38M
Advisers: 8

No reported disclosures

The Planning Group

Northfield, IL · Est. 2018

LocalInternational

Fee-based

AUM: $291M
Per adviser: $73M
Advisers: 4

No reported disclosures

Brentview Investment Management, LLC

Northfield, IL · Est. 2020

Local

Fee-only

AUM: $233M
Per adviser: $58M
Advisers: 4

No reported disclosures

Treetop Wealth Management, LLC

Northfield, IL · Est. 2021

Local

Fee-only

AUM: $210M
Per adviser: $70M
Advisers: 3

No reported disclosures

Marcus Capital, LLC

Northfield, IL · Est. 2025

Local

Fee-based

AUM: $129M
Per adviser: $65M
Advisers: 2

No reported disclosures

Strategic Portfolio Managers

Northfield, IL · Est. 2023

LocalInternational

Fee-only

AUM: $127M
Per adviser: $127M
Advisers: 1

No reported disclosures

Bcm Capital Management LLC

Northfield, IL · Est. 2025

Local

Fee-only

AUM: $126M
Per adviser: $42M
Advisers: 3

No reported disclosures