Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Northfield, IL
Every SEC-registered investment adviser representative at a firm office in Northfield, with the firms that employ the most of them.
72 registered advisors work in Northfield; the most are at Bernardi Asset Management, LLC (12). 18 list the CFP designation and 40 are also registered broker representatives.
Firms with the most advisors in Northfield
| Firm | Advisors in Northfield |
|---|---|
| Bernardi Asset Management, LLC | 12 |
| LPL Financial LLC news | 8 |
| Mack Investment Securities, Inc. | 6 |
| Ameriprise Financial Services, LLC news | 4 |
| The Planning Group | 4 |
| Belpointe Asset Management LLC | 3 |
| M Holdings Securities, Inc. | 3 |
| Momentum Wealth Management | 3 |
| Treetop Wealth Management, LLC | 3 |
| Ardor Investment Management Consulting | 2 |
| Bcm Capital Management LLC | 2 |
| Certitude Advisors, LLC | 2 |
| Kenney Investments Inc. | 2 |
| Marcus Capital, LLC | 2 |
| Osaic Wealth, Inc. news | 2 |
| Twombly Asset Management LLC | 2 |
| Commonwealth Financial Network news | 1 |
| Edward Jones news | 1 |
| Engage Wealth Group, LLC | 1 |
| Iht Wealth Management LLC | 1 |
| J.P. Morgan Securities LLC news | 1 |
| Kline Capital Management LLC | 1 |
| Lind Capital Partners | 1 |
| Manage Your Financial Life | 1 |
| Mast Investment Advisors LLC | 1 |
Advisors in Northfield, A to Z
CFP advisors in Northfield →- Emil AldaddahMomentum Wealth Management
- Dani G. BarronThe Planning Group
- Jonathan A. BeaverLPL Financial LLC · Certified Financial Planner
- Adam J. BermanJ.P. Morgan Securities LLC · Certified Financial Planner
- Matthew P. BernardiBernardi Asset Management, LLC
- Ronald P. BernardiBernardi Asset Management, LLC
- Thomas P. BernardiBernardi Asset Management, LLC · Chartered Financial Analyst
- Robert BiondiBernardi Asset Management, LLC
- Emily N. BlaskoBernardi Asset Management, LLC
- Lisa A. BoydMarcus Capital, LLC · Certified Financial Planner
- Michael D. BrownThe Planning Group · Chartered Financial Analyst
- John R. BudziakMack Investment Securities, Inc.
- Matthew P. ButlerBelpointe Asset Management LLC · Certified Financial Planner
- Jon S. ClareOsaic Wealth, Inc.
- Michael W. ClarkM Holdings Securities, Inc. · Certified Financial Planner
- Sharon L. CountLPL Financial LLC
- Zachary A. CroninBernardi Asset Management, LLC
- Andrew S. CzarkowskiMomentum Wealth Management
- Jacob F. DerrigMomentum Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Kevin J. DonahueWilliam Blair
- Nancy F. DoyleManage Your Financial Life · Chartered Financial Analyst
- Chad L. FitzloffEdward Jones · Certified Financial Planner
- Ronald J. FoxCertitude Advisors, LLC
- Samuel M. FranklinBcm Capital Management LLC · Chartered Financial Analyst
- Brian J. FritzscheMoller Wealth Partners · Certified Financial Planner, Chartered Financial Analyst
- John A. GilmoreLPL Financial LLC
- Andrew F. GjertsenEngage Wealth Group, LLC
- Michael A. GoldenbergBelpointe Asset Management LLC · Certified Financial Planner
- James D. HendersonMast Investment Advisors LLC
- Jeffrey D. IrishBernardi Asset Management, LLC
- Jon JakobsenBelpointe Asset Management LLC
- Matthew C. JamiesonM Holdings Securities, Inc.
- Martin K. JankelowitzThe Planning Group
- Mollie M. JeschkeLPL Financial LLC
- Sheldon D. KaizMack Investment Securities, Inc. · Certified Financial Planner
- Chan H. KangAmeriprise Financial Services, LLC · Certified Financial Planner
- John A. Kelty IIIMack Investment Securities, Inc. · Certified Financial Planner
- Brian R. KenneyKenney Investments Inc. · Chartered Investment Counselor
- Greg H. KenneyKenney Investments Inc.
- Matthew T. KlineKline Capital Management LLC
- Justin S. LandBcm Capital Management LLC · Chartered Financial Analyst
- Gary E. LondonAmeriprise Financial Services, LLC
- Eric C. LyonsLPL Financial LLC
- Kevin E. MackMack Investment Securities, Inc.
- Michael S. MackMack Investment Securities, Inc. · Certified Financial Planner
- Stephen W. MackMack Investment Securities, Inc. · Certified Financial Planner
- Jeffrey C. MalasLPL Financial LLC
- Rodney J. MannionBernardi Asset Management, LLC
- Daniel MarcusMarcus Capital, LLC
- David M. Murdoch Jr.Lind Capital Partners
- Patrick R. NordTreetop Wealth Management, LLC · Certified Financial Planner
- Raymond J. OrtegaOsaic Wealth, Inc.
- Eric N. OttoCommonwealth Financial Network
- Christine M. PallAmeriprise Financial Services, LLC
- David J. PedleyTreetop Wealth Management, LLC
- Tyler J. PeraCertitude Advisors, LLC
- Peter E. RainesBernardi Asset Management, LLC · Chartered Financial Analyst
- David L. RogersM Holdings Securities, Inc.
- Jeffery E. SchaffArdor Investment Management Consulting
- Michele L. SchaffArdor Investment Management Consulting
- Ryan M. SchultzNeuberger Berman Bd LLC · Chartered Financial Analyst
- Marty L. ShobertBernardi Asset Management, LLC
- Paul S. ShumanThe Planning Group · Certified Financial Planner
- Jeffrey R. St JohnIht Wealth Management LLC
- John TranasBernardi Asset Management, LLC
- Margaret M. TwomblyTwombly Asset Management LLC
- Daniel M. WaddickLPL Financial LLC
- Bradford M. WalkerLPL Financial LLC · Certified Financial Planner
- Benjamin A. WilliamsTwombly Asset Management LLC
- Kevin M. YeomanTreetop Wealth Management, LLC · Certified Financial Planner
- Philip J. YunAmeriprise Financial Services, LLC
- Daniel J. ZenisekBernardi Asset Management, LLC
Other cities in Illinois
All of Illinois →Chicago 6,250Wheaton 798Oak Brook 520Naperville 506Rockford 473Deerfield 431Downers Grove 397Schaumburg 366Northbrook 312Springfield 269Oakbrook Terrace 219Orland Park 213Lisle 212Peoria 202Barrington 180Lombard 175Lake Forest 139Champaign 137Elmhurst 136Bloomington 134Arlington Heights 133Skokie 120Highland Park 117Glenview 116
Questions
How many financial advisors are in Northfield, IL?
72 investment adviser representatives are registered at firm offices in Northfield, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 40 of them are also registered as broker representatives, and 18 list the CFP designation.
Which firm has the most financial advisors in Northfield?
Bernardi Asset Management, LLC, with 12 registered advisors in Northfield, followed by LPL Financial LLC with 8.
How do I check a financial advisor in Northfield?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.