Find a Financial Advisor in Northbrook, IL

 

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We did the hard work of finding trustworthy partners in Northbrook, IL.

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We Only Work With The Best Northbrook Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Northbrook, IL


  • Financial Advisor Close to Northbrook, IL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Northbrook, IL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Northbrook, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Northbrook financial advisors.
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How Retirement-Friendly is Northbrook, IL?

  • Population: 33,343
  • % of Population 62 Years and Over: 31%
  • Average Home Value: $578,400
  • Average Monthly Housing Cost: $2,029
  • Average Household Income: $174,808
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)



The Top Financial Advisor Firms in Northbrook, IL

 

MAIN STREET INVESTMENT ADVISORS, LLC

Website

(847) 480-7055

707 Skokie Blvd
Suite 600
Northbrook, IL 60062

SEC#: 801-113819
Years in Business: 3 years

SBB RESEARCH GROUP LLC

Website

(847) 656-1111

450 Skokie Blvd.
Building 600
Northbrook, IL 60062

SEC#: 801-79560
Years in Business: 7 years

ARTHUR M. COHEN & ASSOCIATES LLC

Website

(847) 480-2990

1033 Skokie Boulevard
Ste 200
Northbrook, IL 60062

SEC#: 801-35752
Years in Business: 32 years

ASSET MANAGEMENT GROUP LTD

Website

(847) 291-7909

3400 Dundee Rd
Suite 145
Northbrook, IL 60062

SEC#: 801-57283
Years in Business: 21 years

MIRAMAR CAPITAL

Website

(847) 291-7300

666 Dundee Road
Suite 502
Northbrook, IL 60062

SEC#: 801-112078
Years in Business: 4 years

SHERIDAN ROAD

Website

(847) 205-9073

707 Skokie Blvd
Suite 400
Northbrook, IL 60062

SEC#: 801-113426
Years in Business: 3 years

MENDEL MONEY MANAGEMENT INC

Website

(847) 564-0970

1200 Shermer rd Ste 312

Northbrook, IL 60062

SEC#: 801-34323
Years in Business: 32 years

ESTATE & TRUST ADVISORS

Website

(847) 441-4600

707 Skokie Blvd
Suite 300
Northbrook, IL 60062

SEC#: 801-67028
Years in Business: 15 years

OAK WEALTH ADVISORS LLC

Website

(847) 945-8888

836 Skokie Blvd.

Northbrook, IL 60062

SEC#: 801-110588
Years in Business: 4 years

 


Northbrook, IL Financial Advisor FAQs

Financial advisors help their clients invest and plan for the future, by analyzing the individuals' financial goals and helping them create a strategy to achieve those goals. Financial advisors work closely with their clients to identify priorities such as retirement, college education needs, liquidity requirements, income tax implications of investment decisions.
Yes, you should consult a qualified advisor in order to find a monetary plan that suits your needs.
Financial advisors get paid by charging a percentage of the client's portfolio.
Your first step should be to assess your needs and goals. That way, you can determine what type of financial advisor is a good fit for you.