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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 11, 2025Northbrook 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDSteven 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
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
VERIFIEDSteve 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
VERIFIEDChristopher 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
VERIFIEDRandy 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
VERIFIEDMark 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
VERIFIEDKate 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDBKM 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
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Top 14 Retirement Planning firms in Northbrook, Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 450 Skokie Blvd., Building 600 Northbrook, IL, 60062 | $2,454,707,023 | 23 | 27 | A percentage of AUM, Performance Based |
| 2 | 650 Dundee Road, Suite 470 Northbrook, IL, 60062 | $1,276,718,000 | 7 | 8 | A percentage of AUM, Performance Based, Other (OPERATING EXPENSE PASS THROUGH) |
| 3 | 630 Dundee Road, Suite 230 Northbrook, IL, 60062 | $1,143,305,769 | 17 | 10 | A percentage of AUM, Performance Based |
| 4 | 1033 Skokie Boulevard, Ste 200 Northbrook, IL, 60062 | $1,021,018,577 | 831 | 5 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF THIRD PARTY ADVISER FEES) |
| 5 | 400 Skokie Blvd, Suite 455 Northbrook, IL, 60062 | $567,607,471 | 341 | 3 | A percentage of AUM, Fixed fees |
| 6 | 666 Dundee Road, Suite 502 Northbrook, IL, 60062 | $491,330,980 | 356 | 6 | A percentage of AUM |
| 7 | 630 Dundee Road, Suite 200 Northbrook, IL, 60062 | $421,111,841 | 609 | 10 | A percentage of AUM, Performance Based, Other ($50 MINIMUM QUARTERLY FEE) |
| 8 | 1200 Shermer Rd Ste 216, Northbrook, IL, 60062 | $301,133,763 | 222 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Other (SUBSCRIPTION FEES FOR FINANCIAL PLANNING) |
| 9 | 836 Skokie Blvd., Northbrook, IL, 60062 | $283,277,552 | 572 | 6 | A percentage of AUM, Fixed fees |
| 10 | 707 Skokie Blvd, Suite 300 Northbrook, IL, 60062 | $216,339,173 | 541 | 5 | A percentage of AUM |
| 11 | 707 Skokie Blvd, Suite 190 Northbrook, IL, 60062 | $214,653,300 | 100 | 3 | A percentage of AUM |
| 12 | 666 Dundee Road, Suite 1701, Northbrook, IL, 60062-2702 | $158,731,756 | 291 | 2 | A percentage of AUM |
| 13 | 5 Revere Drive, Suite 200 Northbrook, IL, 60062 | $132,866,323 | 187 | 1 | A percentage of AUM |
| 14 | 1363 Shermer Road, Suite 200 Northbrook, IL, 60062 | $130,871,142 | 151 | 2 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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