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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in North Barrington, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Financial 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.
Get matched with an advisorMethodology
To find the top financial advisors in North Barrington, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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