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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 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.

Finding the Best Retirement Planners in Northbrook, Illinois

Last Updated - April 25, 2025

Northbrook has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 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

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Steven Block
LUTCF®, RICP®, CLU®, ChFC®
BlockWall Strategies, Inc

Qualifications
CRD# 1322835
Firm CRD# 110826
Series 6, 7, 63

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, Insurance Products & Annuities

Compensation/Fee

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

Find An Advisor arrow-right
advisor

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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advisor
vector.svg VERIFIED

Steve Harrison
Prudential

Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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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

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advisor
vector.svg VERIFIED

Randy Dippell
RMA® CRPC® AIF® CEPA®
Milestone Money

Qualifications
CRD# 4527425
Firm CRD# 319203
Series 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, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Mark Ackerman
Ackerman Wealth Management

Qualifications
CRD# 4286755
Firm CRD# 6413
Series 3, 7, 31, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Kate Baness
HighPoint Planning Partners

Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 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, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

BKM Wealth Management
CPA, CFP®, CIMA®, CDFA®

Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66

Minimum Assets Required
$250,000

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-Based, Based on Assets

Find An Advisor arrow-right

Top 14 Retirement Planning firms in Northbrook, Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

450 Skokie Blvd., Building 600
Northbrook, IL, 60062
$2,454,707,0232327
A percentage of AUM, Performance Based
2

650 Dundee Road, Suite 470
Northbrook, IL, 60062
$1,276,718,00078
A percentage of AUM, Performance Based, Other (OPERATING EXPENSE PASS THROUGH)
3

630 Dundee Road, Suite 230
Northbrook, IL, 60062
$1,143,305,7691710
A percentage of AUM, Performance Based
4

1033 Skokie Boulevard, Ste 200
Northbrook, IL, 60062
$1,021,018,5778315
A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF THIRD PARTY ADVISER FEES)
5

400 Skokie Blvd, Suite 455
Northbrook, IL, 60062
$567,607,4713413
A percentage of AUM, Fixed fees
6

666 Dundee Road, Suite 502
Northbrook, IL, 60062
$491,330,9803566
A percentage of AUM
7

630 Dundee Road, Suite 200
Northbrook, IL, 60062
$421,111,84160910
A percentage of AUM, Performance Based, Other ($50 MINIMUM QUARTERLY FEE)
8

1200 Shermer Rd Ste 216,
Northbrook, IL, 60062
$301,133,7632227
A percentage of AUM, Hourly charges, Fixed fees, Other (SUBSCRIPTION FEES FOR FINANCIAL PLANNING)
9

836 Skokie Blvd.,
Northbrook, IL, 60062
$283,277,5525726
A percentage of AUM, Fixed fees
10

707 Skokie Blvd, Suite 300
Northbrook, IL, 60062
$216,339,1735415
A percentage of AUM
11

707 Skokie Blvd, Suite 190
Northbrook, IL, 60062
$214,653,3001003
A percentage of AUM
12

666 Dundee Road, Suite 1701,
Northbrook, IL, 60062-2702
$158,731,7562912
A percentage of AUM
13

5 Revere Drive, Suite 200
Northbrook, IL, 60062
$132,866,3231871
A percentage of AUM
14

1363 Shermer Road, Suite 200
Northbrook, IL, 60062
$130,871,1421512
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Northbrook, Illinois

QualificationsFirm CRD# 161109

Assets Under Management $2,454,707,023

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 27 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 and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 294408

Assets Under Management $1,276,718,000

No. Of Clients7

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 7 clients. The team consists of 8 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 vehicles
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QualificationsFirm CRD# 155200

Assets Under Management $1,143,305,769

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 and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 105894

Assets Under Management $1,021,018,577

No. Of Clients831

Clients Per Financial Advisor166

ARTHUR M. COHEN & ASSOCIATES 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 831 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
  • Hourly charges
  • Fixed fees
  • Other (PERCENTAGE OF THIRD PARTY ADVISER FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 317391

Assets Under Management $567,607,471

No. Of Clients341

Clients Per Financial Advisor114

TRIFECTA CAPITAL ADVISORS, LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $568M assets under management, the firm specializes in crafting personalized retirement planning solutions for 341 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 290909

Assets Under Management $491,330,980

No. Of Clients356

Clients Per Financial Advisor59

MIRAMAR CAPITAL is a financial advisory firm situated in Northbrook, Illinois. With a nearly $491M assets under management, the firm specializes in crafting personalized retirement planning solutions for 356 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 106682

Assets Under Management $421,111,841

No. Of Clients609

Clients Per Financial Advisor61

IRON FINANCIAL LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $421M assets under management, the firm specializes in crafting personalized retirement planning solutions for 609 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
  • Other ($50 MINIMUM QUARTERLY FEE)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 105974

Assets Under Management $301,133,763

No. Of Clients222

Clients Per Financial Advisor32

MENDEL MONEY MANAGEMENT INC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $301M assets under management, the firm specializes in crafting personalized retirement planning solutions for 222 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
  • Hourly charges
  • Fixed fees
  • Other (SUBSCRIPTION FEES FOR FINANCIAL PLANNING)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 148832

Assets Under Management $283,277,552

No. Of Clients572

Clients Per Financial Advisor95

OAK WEALTH ADVISORS LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 572 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Publication of periodicals and newsletters
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QualificationsFirm CRD# 123802

Assets Under Management $216,339,173

No. Of Clients541

Clients Per Financial Advisor108

ESTATE & TRUST ADVISORS is a financial advisory firm situated in Northbrook, Illinois. With a nearly $216M assets under management, the firm specializes in crafting personalized retirement planning solutions for 541 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 146036

Assets Under Management $214,653,300

No. Of Clients100

Clients Per Financial Advisor33

MAIN STREET INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $215M assets under management, the firm specializes in crafting personalized retirement planning solutions for 100 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 174016

Assets Under Management $158,731,756

No. Of Clients291

Clients Per Financial Advisor146

BOON CAPITAL ADVISORS LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $159M assets under management, the firm specializes in crafting personalized retirement planning solutions for 291 clients. The team consists of 2 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 297493

Assets Under Management $132,866,323

No. Of Clients187

Clients Per Financial Advisor187

MINDFUL WEALTH LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 187 clients. The team consists of 1 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 156261

Assets Under Management $130,871,142

No. Of Clients151

Clients Per Financial Advisor76

AVOCET CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Northbrook, Illinois. With a nearly $131M assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (CONSOLIDATED BALANCE SHEET REPORTING)
View Full Profile

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