Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 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 registration checks. 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.
Northbrook has 14 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 22 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Eric Kirste
CFP®, CIMA®, AIF®
Savvy Advisors, Inc
Qualifications
CRD# 3245871
Firm CRD# 318493
Series 66
Minimum Assets Required
$500,000
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
Fee-Only, Hourly, Flat Fee, Based on Assets
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
Fee-Only, Based on Assets
Christopher Barberini
Lakeshore Capital Group
Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65
Minimum Assets Required
$400,000
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
Fee-Only, Flat Fee, Based on Assets
Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66
Minimum Assets Required
$50,000
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
Commissions, Flat Fee, Based on Assets
Randy Dippell
RMA® CRPC® AIF® CEPA®
Milestone Money
Qualifications
CRD# 4527425
Firm CRD# 319203
Series 66
Minimum Assets Required
$0
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
Fee-Based, Flat Fee, Based on Assets
Mark Ackerman
Ackerman Wealth Management
Qualifications
CRD# 4286755
Firm CRD# 6413
Series 3, 7, 31, 66
Minimum Assets Required
$100,000
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Kate Baness
HighPoint Planning Partners
Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66
Minimum Assets Required
$100,000
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
Fee-Based, Based on Assets
Daniel Moore
CFP®
Savvy Advisors, Inc
Qualifications
CRD# 5966945
Firm CRD# 318493
Series 7, 66
Minimum Assets Required
$500,000
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
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1033 Skokie Boulevard, Suite 470 Northbrook, IL, 60062 | $2,225,902,334 | 1449 | 21 | A Percentage of AUM, Fixed Fees |
2 | 450 Skokie Blvd., Building 600 Northbrook, IL, 60062 | $2,093,574,554 | 23 | 23 | A Percentage of AUM, Performance Based |
3 | 630 Dundee Road, Suite 230, Northbrook, IL, 60062 | $1,111,711,656 | 17 | 10 | A Percentage of AUM, Performance Based |
4 | 650 Dundee Road, Suite 470 Northbrook, IL, 60062 | $1,009,879,000 | 5 | 7 | A Percentage of AUM, Performance Based, Other (OPERATING EXPENSE PASS THROUGH) |
5 | 1033 Skokie Boulevard, Ste 200 Northbrook, IL, 60062 | $783,676,994 | 797 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF THIRD PARTY ADVISER FEES) |
6 | 400 Skokie Blvd, Suite 500, Northbrook, IL, 60062 | $716,849,469 | 6 | 7 | A Percentage of AUM, Fixed Fees |
7 | 666 Dundee Road, Suite 502 Northbrook, IL, 60062 | $503,391,254 | 495 | 6 | A Percentage of AUM |
8 | 630 Dundee Road, Suite 200 Northbrook, IL, 60062 | $412,755,308 | 650 | 10 | A Percentage of AUM, Other ($50 MINIMUM QUARTERLY FEE) |
9 | 400 Skokie Blvd, Suite 455 Northbrook, IL, 60062 | $407,291,874 | 273 | 3 | A Percentage of AUM, Fixed Fees |
10 | 2215 Sanders Road, Suite 100n Northbrook, IL, 60062 | $329,544,375 | 68 | 6 | A Percentage of AUM, Fixed Fees |
11 | 1200 Shermer Rd Ste 216, Northbrook, IL, 60062 | $263,971,227 | 212 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SUBSCRIPTION FEES FOR FINANCIAL PLANNING) |
12 | 836 Skokie Blvd., Northbrook, IL, 60062 | $211,200,000 | 99 | 6 | A Percentage of AUM, Fixed Fees |
13 | 707 Skokie Blvd, Suite 300 Northbrook, IL, 60062 | $205,765,399 | 652 | 5 | A Percentage of AUM |
14 | 707 Skokie Blvd, Suite 190 Northbrook, IL, 60062 | $160,000,000 | 83 | 3 | A Percentage of AUM |
15 | One Northbrook Place 5 Revere Drive, Suite 206 Northbrook, IL, 60062-1568 | $143,049,572 | 3 | 23 | A Percentage of AUM, Performance Based |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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