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Find Retirement Advisors for Retirement Planning in Northbrook, Illinois

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Northbrook, Illinois

Last Updated - March 21, 2024

Northbrook has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Northbrook, Illinois have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Northbrook, Illinois

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Allworth Financial
AIF®, BFA", CDFA", RFC®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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Eric Kirste
CFP®, CIMA®, AIF®
Savvy Advisors, Inc

Qualifications
CRD# 3245871
Firm CRD# 111111
Series 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

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Christopher Barberini
Lakeshore Capital Group

Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65

Minimum Assets Required
$400,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo

Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Commissions, Flat Fee, Based on Assets

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Brian Luedke
BFA, RICP®, ChFC®
Forward Wealth Group

Qualifications
CRD# 2783392
Firm CRD# 8032
Series 6, 7, 63, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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Jacob Schatz
CFP®, RICP®
IntentGen Financial Partners

Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

Top 15 Retirement Planning firms in Northbrook, Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
RELATIVE VALUE PARTNERS, LLC
1033 Skokie Boulevard, Suite 470
Northbrook, IL, 60062
$2,225,902,334144921
A Percentage of AUM, Fixed Fees
2
SBB RESEARCH GROUP LLC
450 Skokie Blvd., Building 600
Northbrook, IL, 60062
$2,093,574,5542323
A Percentage of AUM, Performance Based
3
TRIGRAN INVESTMENTS, INC.
630 Dundee Road, Suite 230,
Northbrook, IL, 60062
$1,111,711,6561710
A Percentage of AUM, Performance Based
4
PHASE 3 CAPITAL MANAGEMENT LLC
650 Dundee Road, Suite 470
Northbrook, IL, 60062
$1,009,879,00057
A Percentage of AUM, Performance Based, Other (OPERATING EXPENSE PASS THROUGH)
5
ARTHUR M. COHEN & ASSOCIATES LLC
1033 Skokie Boulevard, Ste 200
Northbrook, IL, 60062
$783,676,9947973
A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF THIRD PARTY ADVISER FEES)
6
FRONTEGRA ASSET MANAGEMENT INC
400 Skokie Blvd, Suite 500,
Northbrook, IL, 60062
$716,849,46967
A Percentage of AUM, Fixed Fees
7
MIRAMAR CAPITAL
666 Dundee Road, Suite 502
Northbrook, IL, 60062
$503,391,2544956
A Percentage of AUM
8
IRON FINANCIAL LLC
630 Dundee Road, Suite 200
Northbrook, IL, 60062
$412,755,30865010
A Percentage of AUM, Other ($50 MINIMUM QUARTERLY FEE)
9
TRIFECTA CAPITAL ADVISORS, LLC
400 Skokie Blvd, Suite 455
Northbrook, IL, 60062
$407,291,8742733
A Percentage of AUM, Fixed Fees
10
WAVELAND FAMILY OFFICE, LLC
2215 Sanders Road, Suite 100n
Northbrook, IL, 60062
$329,544,375686
A Percentage of AUM, Fixed Fees
11
MENDEL MONEY MANAGEMENT INC
1200 Shermer Rd Ste 216,
Northbrook, IL, 60062
$263,971,2272126
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SUBSCRIPTION FEES FOR FINANCIAL PLANNING)
12
OAK WEALTH ADVISORS LLC
836 Skokie Blvd.,
Northbrook, IL, 60062
$211,200,000996
A Percentage of AUM, Fixed Fees
13
ESTATE & TRUST ADVISORS
707 Skokie Blvd, Suite 300
Northbrook, IL, 60062
$205,765,3996525
A Percentage of AUM
14
MAIN STREET INVESTMENT ADVISORS, LLC
707 Skokie Blvd, Suite 190
Northbrook, IL, 60062
$160,000,000833
A Percentage of AUM
15
HILCO INVESTMENT ADVISORS, LLC
One Northbrook Place 5 Revere Drive, Suite 206
Northbrook, IL, 60062-1568
$143,049,572323
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Northbrook, Illinois

QualificationsFirm CRD# 281067

Assets Under Management $2,225,902,334

No. Of Clients1449

Clients Per Financial Advisor69

RELATIVE VALUE PARTNERS, LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1449 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 161109

Assets Under Management $2,093,574,554

No. Of Clients23

Clients Per Financial Advisor1

SBB RESEARCH GROUP LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 155200

Assets Under Management $1,111,711,656

No. Of Clients17

Clients Per Financial Advisor2

TRIGRAN INVESTMENTS, INC. is a financial advisory firm situated in Northbrook, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 294408

Assets Under Management $1,009,879,000

No. Of Clients5

Clients Per Financial Advisor1

PHASE 3 CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (OPERATING EXPENSE PASS THROUGH)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 105894

Assets Under Management $783,676,994

No. Of Clients797

Clients Per Financial Advisor266

ARTHUR M. COHEN & ASSOCIATES LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $784M assets under management, the firm specializes in crafting personalized retirement planning solutions for 797 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (PERCENTAGE OF THIRD PARTY ADVISER FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107420

Assets Under Management $716,849,469

No. Of Clients6

Clients Per Financial Advisor1

FRONTEGRA ASSET MANAGEMENT INC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $717M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 290909

Assets Under Management $503,391,254

No. Of Clients495

Clients Per Financial Advisor83

MIRAMAR CAPITAL is a financial advisory firm situated in Northbrook, Illinois. With a nearly $503M assets under management, the firm specializes in crafting personalized retirement planning solutions for 495 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106682

Assets Under Management $412,755,308

No. Of Clients650

Clients Per Financial Advisor65

IRON FINANCIAL LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $413M assets under management, the firm specializes in crafting personalized retirement planning solutions for 650 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other ($50 MINIMUM QUARTERLY FEE)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 317391

Assets Under Management $407,291,874

No. Of Clients273

Clients Per Financial Advisor91

TRIFECTA CAPITAL ADVISORS, LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $407M assets under management, the firm specializes in crafting personalized retirement planning solutions for 273 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 325248

Assets Under Management $329,544,375

No. Of Clients68

Clients Per Financial Advisor11

WAVELAND FAMILY OFFICE, LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $330M assets under management, the firm specializes in crafting personalized retirement planning solutions for 68 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105974

Assets Under Management $263,971,227

No. Of Clients212

Clients Per Financial Advisor35

MENDEL MONEY MANAGEMENT INC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $264M assets under management, the firm specializes in crafting personalized retirement planning solutions for 212 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (SUBSCRIPTION FEES FOR FINANCIAL PLANNING)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 148832

Assets Under Management $211,200,000

No. Of Clients99

Clients Per Financial Advisor17

OAK WEALTH ADVISORS LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $211M assets under management, the firm specializes in crafting personalized retirement planning solutions for 99 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 123802

Assets Under Management $205,765,399

No. Of Clients652

Clients Per Financial Advisor130

ESTATE & TRUST ADVISORS is a financial advisory firm situated in Northbrook, Illinois. With a nearly $206M assets under management, the firm specializes in crafting personalized retirement planning solutions for 652 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 146036

Assets Under Management $160,000,000

No. Of Clients83

Clients Per Financial Advisor28

MAIN STREET INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 83 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 300222

Assets Under Management $143,049,572

No. Of Clients3

Clients Per Financial Advisor0

HILCO INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $143M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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