Top financial advisors in North Barrington, IL
We’ve curated a list of the best financial advisors in North Barrington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$225,193,022
Number of advisors
4 advisors
| $225,193,022 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in North Barrington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case North Barrington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Cafg Wealth Management, Inc.
CAFG Wealth Management, Inc. dba CAFG Private Wealth is an Illinois corporation founded in 2005, registered with the SEC since January 2013. The firm offers discretionary and non-discretionary portfolio management services tailored to individual client needs, goals, and risk tolerance. Clients can impose reasonable restrictions on investments, and CAFG provides ongoing monitoring and adjustments to portfolios. The firm sponsors a wrap fee program through Schwab Advisor Services, charging a tiered annual advisory fee based on assets under management. Additionally, CAFG offers Comprehensive Wealth Management Service with financial planning components. The firm may recommend various investment options, including funds, individualized securities, and variable annuities. CAFG utilizes fundamental, technical, quantitative, and qualitative analysis methods, and may engage in long-term purchases, short-term purchases, margin transactions, and option writing. CAFG does not charge performance-based fees or engage in side-by-side management. The firm maintains a business relationship with Advisor OS, LLC, for operational support and third-party manager oversight. CAFG's Code of Ethics ensures high ethical standards, and the firm reviews accounts regularly, providing clients with performance reports and ongoing communication. CAFG does not receive compensation for client referrals and has no disciplinary events to report. The firm participates in Schwab's institutional advisor program, offering benefits such as research tools and trading services. CAFG aggregates trades when advantageous and allocates investments fairly among clients. The firm's brokerage practices prioritize best execution and client interests.
$225,193,022 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersFinancial Consulting And Tax Return Preparation Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in North Barrington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case North Barrington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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