City
Independent RIAs in Northfield, Illinois
As of October 2, 2026, 13 independent wealth management RIAs with their main office in Northfield, Illinois reported $2.2 billion in regulatory assets under management; the largest by assets was Moller Wealth Partners, with $755.9 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 13
- Regulatory assets under management
- $2.2 billion
- Average per firm
- $165.8 million
- SEC-registered, of those listed
- 7 of 13 (53.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Moller Wealth Partners | SEC | $755.9 million | 1,353 |
| 2 | Kenney Investments Inc | SEC | $328.5 million | 34 |
| 3 | The Planning Group | SEC | $291.5 million | 761 |
| 4 | Treetop Wealth Management, LLC | SEC | $210.0 million | 350 |
| 5 | Marcus Capital, LLC | SEC | $129.2 million | 259 |
| 6 | Strategic Portfolio Managers | SEC | $127.1 million | 250 |
| 7 | Engage Wealth Group, LLC | SEC | $119.5 million | 266 |
| 8 | Certitude Advisors, LLC | State | $86.0 million | 184 |
| 9 | Twombly Asset Management LLC | State | $54.7 million | 96 |
| 10 | Kline Capital Management LLC | State | $27.1 million | 94 |
| 11 | Momentum Wealth Management | State | $24.3 million | 40 |
| 12 | Ardor Investment Management Consulting | State | $1.9 million | 9 |
| 13 | Manage Your Financial Life | State | $0 | 0 |
Independent RIAs 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.