City
Wealth management firms in Northbrook, Illinois
As of October 2, 2026, 26 wealth management firms, including broker-dealer firms, with their main office in Northbrook, Illinois reported $4.6 billion in regulatory assets under management; the largest by assets was Arthur M. Cohen & Associates LLC, with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 26
- Regulatory assets under management
- $4.6 billion
- Average per firm
- $177.0 million
- SEC-registered, of those listed
- 8 of 26 (30.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Arthur M. Cohen & Associates LLC | SEC | $1.1 billion | 837 |
| 2 | Trifecta Capital Advisors, LLC | SEC | $927.4 million | 504 |
| 3 | Iron Financial LLC | SEC | $489.2 million | 649 |
| 4 | Oak Wealth Advisors LLC | SEC | $373.7 million | 545 |
| 5 | Mendel Money Management Inc | SEC | $317.1 million | 631 |
| 6 | Main Street Investment Advisors, LLC | SEC | $250.3 million | 144 |
| 7 | Boon Capital Advisors LLC | SEC | $185.0 million | 275 |
| 8 | Avocet Capital Management LLC | SEC | $157.8 million | 194 |
| 9 | Hokin Investment Advisors Inc. | State | $82.8 million | 150 |
| 10 | Capital Management Consultants | State | $76.2 million | 164 |
| 11 | Moonstone Asset Management, Inc. | State | $75.0 million | 68 |
| 12 | Mulberry Capital Management LLC | State | $70.0 million | 40 |
| 13 | Joselit Asset Management | State | $67.0 million | 24 |
| 14 | K&H Wealth Partners | State | $66.6 million | 217 |
| 15 | Strategic Advisors of Illinois | State | $62.3 million | 188 |
| 16 | Deep Blue Financial LLC | State | $55.4 million | 95 |
| 17 | RB Salzman Wealth Management, LLC | State | $41.3 million | 80 |
| 18 | Fisher Financial Group, LLC | State | $41.1 million | 206 |
| 19 | Dogwood Investment Advisors | State | $39.1 million | 80 |
| 20 | Avista Wealth Management | State | $31.9 million | 60 |
| 21 | Shinneman Wealth Group | State | $31.3 million | 262 |
| 22 | Benari Capital, LLC | State | $17.1 million | 31 |
| 23 | Kollar Wealth Advisors, LLC | State | $12.4 million | 80 |
| 24 | Watchtower Wealth, LLC | State | $12.1 million | 50 |
| 25 | Considerate Capital, LLC | State | $8.7 million | 16 |
| 26 | H.P. Becker & Co | State | $0 | 0 |
Wealth management firms in Illinois, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.