Fiduciary advisors in Northfield, IL
10 registered advisers
Northfield is a North Shore village where Kraft Heinz-adjacent wealth and old-money households maintain advisory relationships, and 10 SEC-registered fiduciary firms serve local investors. 8 of those firms -- 80% -- operate on a fee-only basis, accepting no commissions. All data is sourced from SEC Form ADV filings and updated as new disclosures become available.
BCM CAPITAL MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$127M
Minimum--
Clients2
BERNARDI ASSET MANAGEMENT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$331M
Minimum--
Clients146
BRENTVIEW INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$186M
Minimum--
Clients178
KENNEY INVESTMENTS INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$332M
Minimum--
Clients35
MACK INVESTMENT SECURITIES, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$264M
Minimum--
Clients998
MARCUS CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$113M
Minimum--
Clients246
MOLLER WEALTH PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$756M
Minimum--
Clients1,353
STRATEGIC PORTFOLIO MANAGERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$127M
Minimum--
Clients250
THE PLANNING GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$236M
Minimum--
Clients727
TREETOP WEALTH MANAGEMENT, LLC
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$210M
Minimum--
Clients350