Adviser Record

Investment advisers in Northfield, IL

11 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in IL

FirmAssetsEmployeesDisclosures
Moller Wealth Partners$755.9 million70
Bernardi Asset Management, LLC$331.0 million223
Kenney Investments Inc$328.5 million20
Mack Investment Securities, Inc.$302.6 million80
The Planning Group$291.5 million40
Brentview Investment Management, LLC$233.4 million60
Treetop Wealth Management, LLC$210.0 million30
Marcus Capital, LLC$129.2 million20
Strategic Portfolio Managers$127.1 million10
Bcm Capital Management LLC$126.3 million30
Engage Wealth Group, LLC$119.5 million30