Top 10 advisors in Northbrook
We’ve curated a list of the best financial advisors in Northbrook, take a look at it below
Find an advisor in Northbrook1. Sbb Research Group LLC
Assets under management
$2,055,004,682
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Relative Value Partners, LLC
Assets under management
$1,989,931,972
Fee structure
A percentage of assets under your management
Fixed fees
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)
Selection Of Other Advisers
Credit And Cash Management Solutions, Insurance Solutions
3. Phase 3 Capital Management LLC
Assets under management
$1,009,879,000
Fee structure
A percentage of assets under your management
Performance-based fees
OPERATING EXPENSE PASS THROUGH
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Sheridan Road Advisors, Llc, A Hub International Company
Assets under management
$821,551,339
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
5. Arthur M. Cohen & Associates LLC
Assets under management
$783,676,994
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF THIRD PARTY ADVISER FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
6. Miramar Capital
Assets under management
$453,433,962
Fee structure
A percentage of assets under your management
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)
- Not sure which one to choose?Use our smart matching tool
7. Asset Management Group Ltd
Assets under management
$423,762,190
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
8. Iron Financial LLC
Assets under management
$412,755,308
Fee structure
A percentage of assets under your management
$50 MINIMUM QUARTERLY FEE
Services offered
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)
9. Trifecta Capital Advisors, LLC
Assets under management
$407,291,874
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Waveland Family Office, LLC
Assets under management
$329,544,375
Fee structure
A percentage of assets under your management
Fixed fees
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)
Selection Of Other Advisers
How we came up with this list
To generate our top financial advisors list in Northbrook, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Northbrook. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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