City
Wealth management firms in Northfield, Illinois
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Northfield, Illinois reported $2.5 billion in regulatory assets under management; the largest by assets was Moller Wealth Partners, with $755.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $2.5 billion
- Average per firm
- $175.6 million
- SEC-registered, of those listed
- 8 of 14 (57.1%)
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 | Mack Investment Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $302.6 million | 1,017 |
| 4 | The Planning Group | SEC | $291.5 million | 761 |
| 5 | Treetop Wealth Management, LLC | SEC | $210.0 million | 350 |
| 6 | Marcus Capital, LLC | SEC | $129.2 million | 259 |
| 7 | Strategic Portfolio Managers | SEC | $127.1 million | 250 |
| 8 | Engage Wealth Group, LLC | SEC | $119.5 million | 266 |
| 9 | Certitude Advisors, LLC | State | $86.0 million | 184 |
| 10 | Twombly Asset Management LLC | State | $54.7 million | 96 |
| 11 | Kline Capital Management LLC | State | $27.1 million | 94 |
| 12 | Momentum Wealth Management | State | $24.3 million | 40 |
| 13 | Ardor Investment Management Consulting | State | $1.9 million | 9 |
| 14 | Manage Your Financial Life | 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.