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Find Top Financial Advisors in Northbrook, Illinois

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Northbrook, Illinois
Last Updated - 10-May-2022

Northbrook has 8 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 31 non-vetted advisors in your local area. These financial advisors in Northbrook , Illinois have an average of 22 years of experience.

NOTE: The list of financial advisors in Northbrook , Illinois mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Northbrook , Illinois .

Qualified Financial Advisors in Northbrook, Illinois
Financial Advisor Experience AUM Minimum Assets Fee Structure
Paul Raab
EDELMAN FINANCIAL ENGINES, LLC
3100 Sanders Road,
Northbrook, IL 60062
10 Not Specified Not Specified Fee-Based
Chad Coe
COE FINANCIAL GROUP
1121 Lake Cook Road Suite P,
Deerfield, IL 60015
35 $175,000,000 Not Specified Fee-Based
Timothy Creath
ChFC®, QKA, CLU®
CREATH FINANCIAL SERVICES
903 Sienna Drive,
Schaumburg, IL 60193
30 $5,000,000 $50,000 Fee-Based
David Steger
CFP®, CFA®
THE ADVISORYONE GROUP
200 West Adams Street Suite 2450,
Chicago, IL 60606
Not Disclosed Not Specified Not Specified Fee-Based
Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION
---,
Chicago, IL 60601
11 $15,000,000,000 $100,000 Fee-Based
Jim Hagedorn
Chartered Financial Analyst (CFA)
CHICAGO PARTNERS
1 N. Wacker Dr.,
Chicago, IL 60606
29 Not Specified $500K Fee-Only
Kyle Nolan
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1515 W. 22nd Street Suite 850W,
Oak Brook, IL 60523
12 Not Specified Not Specified Fee-Based
John Wedell
CRPC®
ROBERT W BAIRD
2205 Point Boulevard, #150,
Elgin, IL 60123
27 $84,000,000 $50,000 Fee-Based

Information on Qualified Financial Advisors in Northbrook

Qualifications CRD# 5963018
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3100 Sanders Road,
Suite 125,
Northbrook,
IL
60062
Phone Number 224-521-5230

I'm passionate about helping my clients build a better future and achieve their financial and retirement goals. I love the opportunity to help people confirm whether they are on track to reach those goals. Outside of work I enjoy water sports, running, and spending time with friends and family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2491459
FirmCRD# 2491459
Series 6, 7, 24, 63, 65

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


Office Location 1121 Lake Cook Road Suite P,
Deerfield,
IL
60015
Phone Number 847-282-3170

In both business and life, Chad Coe is imbued with a strong passion for helping people and making a positive impact on their lives. With more than 20 years of experience in the financial services industry, his commitment to serving others has never wavered. He strives to provide clarity and focus on what matters most to people - their values, which ultimately dictate the basis and management of their investment portfolio. He enjoys working with clients as a team, helping them pursue their goals, and serving as their trusted advisor. As the President and Founder of Coe Financial Group, Chad embraces a values-based approach and focuses on the personal well-being and financial security of his clients. Whether you're saving for a specific goal or trying to manage your own investments, Chad can help you stay on track. Like other professional relationships you develop, a financial advisor can be a lifelong guide for helping you make well-informed decisions throughout your lifetime. A financial advisor can help you: Clarify your goals and help you develop a financial plan Gain a comprehensive view of your financial picture Invest in strategies that can help you achieve your objectives An advisor who is a fiduciary puts your interests first by focusing on your financial well-being. Chad holds FINRA Series 6, 7, 24, 51, 63, and 65 securities registrations.

About Coe Financial Group

Serving Your Unique Financial Needs

Whether you're saving for a specific goal or trying to manage your own investments, Coe Financial Group can help you stay on track. Like other professional relationships you develop, a financial advisor can be a lifelong guide for helping you make well-informed decisions throughout your lifetime. A financial advisor can help you:
  • Clarify your goals and help you develop a financial plan
  • Gain a comprehensive view of your financial picture
  • Invest in strategies that can help you achieve your objectives
  • Coe Financial Group's advisors are fiduciaries and puts your interests first by focusing on your financial well-being.

    Advisory Services Provided:

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


    Qualifications CRD# 2245517
    FirmCRD# 152665
    Series 6, 63, 65

    Compensation/Fee Fee-Based, Flat Fee


    Office Location 903 Sienna Drive,
    Schaumburg,
    IL
    60193
    Phone Number 224-353-3328

    I grew up about 30 miles southwest of St Louis, Mo. After high school, I went to IIT on an NROTC scholarship. After graduation in 1971, I went to flight school in Pensacola, FL. After flight training, I was designated as a Naval Flight Officer,and served with the World Famous Hurricane Hunters, had two tours of duty with anti-submarine squadrons, went to graduate school, served 2 tours of duty as an executive officer, and was the director of a Navy/Marine Corps school, before retiring in June of 1991. We moved to Schaumburg, IL, and I began my career in the financial services industry. I work with individuals and privately held companies, assisting them with their insurance and investment needs. I establish mutually beneficial long term relationships with my clients. I have 3 advanced designations.

    About Creath Financial Services

    I help you with your investment and insurance needs. I am an independent; I don't have any products or services that I have to sell. I don't charge for my time, or any of the reports that I do for you. Your agenda is my agenda. I look at my business as a relationship business, so I try to establish a mutually beneficial relationship with you so that we can work together through the years and make sure that your plans keep up with the changes in your life. I have been in the business for over 30 years and have 3 advanced designations in the industry, Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Qualified Kingdom Advisor (QKA).

    Advisory Services Provided:

    Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


    Qualifications CRD# 5951596
    FirmCRD# 6413
    Series 7, 66

    Compensation/Fee Fee-Based, Based on Assets, Flat Fee


    Office Location 200 West Adams Street Suite 2450,
    Chicago,
    IL
    60606
    Phone Number 312-819-2403

    David's practice provides thoughtful, customized and transparent strategies by developing an in-depth understanding of each client's unique financial needs. He focuses on portfolio management and comprehensive financial planning to help his clients pursue their financial goals through the creation and implementation of a thorough and realistic financial plan. His clients broadly range from early career to current retirees. David has been around investing and financial planning his entire life. His grandfather started the practice in 1948, his father succeeded him in 1976, and today he continues the family legacy. He earned his Master's degree in finance from the University of Notre Dame, graduating Magna Cum Laude with an emphasis in investments. He holds a Bachelor's degree in Economics from the University of Michigan. He is a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER" professional.

    About The AdvisoryOne Group

    The AdvisoryOne Group is an experienced financial services firm focused on goal pursuit through concierge services for an engaged clientele. We accomplish our vision by remaining true to our values. We strive to make the ideal real, while recognizing the certainty of change in the lifetimes of our clients, ourselves, and our firm.

    Advisory Services Provided:

    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


    Qualifications FirmCRD# 155172

    Compensation/Fee Fee-Based


    Office Location ---,
    Chicago,
    IL
    60601
    Phone Number 650-556-1310

    WHY USE PERSONAL CAPITAL

    Free Financial Tools

    Get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.

    The tools are yours with no obligation. Setting up your dashboard will make your discussion with an Advisor -- whether ours or a competitor's -- more productive.

    Personalized Advice

    Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.

    Customized Strategy

    Customization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.

    Identify Hidden Fees

    You could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Discover any hidden investment fees you weren't aware of.

    Invest in a Sustainable Future

    Our Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.

    Transparent Fees

    We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

    Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

    About Personal Capital Advisors Corporation

    Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

    Advisory Services Provided:

    Portfolio Management, Wealth Management


    Qualifications CRD# 4583528
    FirmCRD# 147662

    Compensation/Fee Fee-Only


    Office Location 1 N. Wacker Dr.,
    Chicago,
    IL
    60606
    Phone Number 312-375-3282

    About Chicago Partners

    Optimize Your Most Important Business: the Management of Your Wealth. Chicago Partners is an SEC-registered, fee-only independent registered investment advisor (RIA) that specializes in creating a one-stop wealth management experience. With 23 investment professionals managing over $1.9 billion for 650+ clients, our team specializes in optimizing each dimension of our distinguished clients' wealth. Our clients include high & ultra-high-net-worth individuals, foundations, institutions, and corporations. Our clients optimize each dimension of their wealth by using our 5-Step Wealth Optimization Process, which includes: - Investment Consulting - Custom Investment Portfolios - Tax Planning & Tax Preparation - Personalized Financial Plans - The Fiduciary Relationship Our clients work with their dedicated teams consisting of CPA, CFP, J.D., and CFA-certified individuals, each focused on optimizing a specific dimension of the client's wealth. Each client's plan is customized to meet their unique goals & objectives, and their team of fiduciaries is always working to reach their goals and objectives.


    Qualifications CRD# 5426926
    FirmCRD# 104510
    Series 66

    Compensation/Fee Fee-Based


    Office Location 1515 W. 22nd Street Suite 850W,
    Oak Brook,
    IL
    60523
    Phone Number 630-756-5260

    Since 2008, I've used my financial planning experiences, knowledge, and relationship management skills to serve my clients. I enjoy working with my clients to help ensure they stay on track and can handle the unexpected bumps life sends their way. In my free time, I like listening to audio books and spending time with my kids riding bikes, golfing and playing basketball.

    About Edelman Financial Engines, LLC

    Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


    Qualifications CRD# 5288855
    FirmCRD# 8158
    Series 7, 66

    Compensation/Fee Fee-Based


    Office Location 2205 Point Boulevard, #150,
    Elgin,
    IL
    60123
    Phone Number 847-551-8184

    John joined Baird in 2019 as a Vice President. He has been advising clients in the areas of financial planning and investments since 2007. John has a passion for helping clients in a number of different areas including budgeting, retirement planning, portfolio construction, liability management and life insurance protection. He has a track record of always putting his clients needs first and makes education a priority so families feel comfortable with the investments that they own. John graduated from Murray State University with a degree in Marketing. Outside of work, John coaches for the Judson University golf team and was named the NCCAA North Central Coach of the Year 2020. He and his wife, Cheryl, live in West Dundee, IL and have three children: Tyler, Jordan and Kelsey.

    About Robert W Baird

    A Different Kind of Financial Partner What makes Baird different from many financial firms began with our founding in 1919 and Robert Baird's understanding that our business was fundamentally about trust, partnership and building better futures for our clients and the communities we share. What we call The Baird Way represents the responsibility that comes with that understanding and our confidence that it brings out our best in everything we do. It is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our Mission: To provide the best financial advice and service to our clients and be the best place to work for our associates. Much has changed in the world since Robert Baird first wrote Clients Come First! in 1919. But the focus that has fueled Baird's growth and success for more than a century has always been on doing what's best for the people who rely on us. That's The Baird Way.

    Advisory Services Provided:

    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


    Top Financial Advisor Firms in Northbrook, Illinois
    Firm Name AUM No. of Clients Fee Structure
    Sbb Research Group Llc
    450 Skokie Blvd. , Building 600,
    Northbrook, IL 60062
    $1,838,390,193 22 A percentage of AUM
    Performance Based
    Trifecta Capital Advisors, Llc
    400 Skokie Blvd , Suite 455,
    Northbrook, IL 60062
    $0 0 A percentage of AUM
    Fixed fees
    Arthur M. Cohen & Associates Llc
    1033 Skokie Boulevard , Ste 200,
    Northbrook, IL 60062
    $1,059,582,281 811 A percentage of AUM
    Hourly charges
    Fixed fees
    Other (PERCENTAGE OF THIRD PARTY ADVISER FEES)
    Asset Management Group Ltd
    3400 Dundee Rd , Suite 145,
    Northbrook, IL 60062
    $502,192,860 481 A percentage of AUM
    Fixed fees
    Main Street Investment Advisors, Llc
    707 Skokie Blvd , Suite 190,
    Northbrook, IL 60062
    $180,000,000 83 A percentage of AUM
    Catalyst Wealth Management
    450 Skokie Blvd. , Suite 507,
    Northbrook, IL 60062
    $126,000,000 200 A percentage of AUM
    Fixed fees
    Commision Based
    Miramar Capital
    666 Dundee Road , Suite 502,
    Northbrook, IL 60062
    $442,155,626 552 A percentage of AUM
    Sheridan Road Advisors, Llc, A Hub International Company
    707 Skokie Blvd , Suite 400,
    Northbrook, IL 60062
    $12,046,796,632 882 A percentage of AUM
    Hourly charges
    Fixed fees
    Mendel Money Management Inc
    1200 Shermer Rd Ste 312,
    Northbrook, IL 60062
    $238,471,128 169 A percentage of AUM
    Hourly charges
    Fixed fees
    Relative Value Partners, Llc
    1033 Skokie Boulevard , Suite 470,
    Northbrook, IL 60062
    $2,309,021,158 1148 A percentage of AUM
    Fixed fees
    Estate & Trust Advisors
    707 Skokie Blvd , Suite 300,
    Northbrook, IL 60062
    $198,885,444 145 A percentage of AUM
    Oak Wealth Advisors Llc
    836 Skokie Blvd.,
    Northbrook, IL 60062
    $204,205,000 80 A percentage of AUM
    Fixed fees
    Iron Financial Llc
    630 Dundee Road , Suite 200,
    Northbrook, IL 60062
    $449,097,026 671 A percentage of AUM
    Other ($50 MINIMUM QUARTERLY FEE)
    Trigran Investments, Inc.
    630 Dundee Road, Suite 230,
    Northbrook, IL 60062
    $1,190,758,123 17 A percentage of AUM
    Performance Based
    Frontier Partners, Inc.
    400 Skokie Blvd. , Suite 500,
    Northbrook, IL 60062
    $0 0 Other (A PERCENTAGE OF MANAGEMENT FEES)

      List of Additional Advisors in Northbrook, Illinois*

      * Additional advisors listing is provided in partnership with Yext

      Financial Advisor Office Location Phone Number
      Miyoung Yook
      Inquire with Miyoung
      2650 Quail Ln, Northbrook, IL  60062 847-715-9488
      Fifth Third Securities
      Inquire with Fifth
      1090 Willow Road, Northbrook, IL  60062 847-418-3292
      Fifth Third Preferred
      Inquire with Fifth
      1300 Meadow Road, Northbrook, IL  60062 847-291-2736
      Allstate Personal Financial Representative: Henry Schmidt
      Inquire with Allstate
      2775 Sanders Rd, Northbrook, IL  60062 847-402-6262
      Steven Zohn
      Inquire with Steven
      One Northbrook Place, 5 Revere Drive, Northbrook, IL  60062 847-498-7844
      The Lipton Hart Group
      Inquire with Lipton
      One Northbrook Place, 5 Revere Drive, Northbrook, IL  60062 847-498-7817
      Northbrook, IL Branch Office
      Inquire with Northbrook,
      5 Revere Drive, One Northbrook Place, Northbrook, IL  60062 847-498-7700
      The Temple Group
      Inquire with Temple
      One Northbrook Place, 5 Revere Drive, Northbrook, IL  60062 847-498-7772
      Talbot Wealth Management
      Inquire with Talbot
      One Northbrook Place, 5 Revere Drive, Northbrook, IL  60062 847-498-7797
      Leonard Dedo
      Inquire with Leonard
      One Northbrook Place, 5 Revere Drive, Northbrook, IL  60062 847-498-7801
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        Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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        A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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        Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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        A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?