Best Financial Advisors in Northbrook, IL

23 firms listed · all 23 in Northbrook · 5 open weekends · 12 rated 4.5+ · 3 show a license

Data verified October 18, 2026

Marc Jacobson & Associates

Marc Jacobson & Associates

5.0 50 reviews
“I would definitely recommend them to consult and advise of their financial resources.”
LicensedSince 2002Family-owned
425 Huehl Rd #16B
i
Fisher Financial Group

Fisher Financial Group

5.0 24 reviews
“He is very knowledgeable and gets back to us very quickly when we have a question or need help.”
BBB A+Since 1986
707 Skokie Blvd # 600
i
Genevieve Mar and Gail Kaczmarowski, M-G Financial

Genevieve Mar and Gail Kaczmarowski, M-G Financial

5.0 1 review
Free consultationLicensedSince 2006
1434 Techny Rd
i
Deep Blue Financial

Deep Blue Financial

5.0 5 reviews
“They helped my mom roll over her 401k and did a financial plan.”
Since 2022
707 Skokie Blvd # 600
i
Estate & Trust Advisors

Estate & Trust Advisors

5.0 1 review
“I have known David and his team for over a year now and I can only say great things about their business.”
Since 2008
707 Skokie Blvd #300
i
PBG Financial Services

PBG Financial Services

5.0 1 review
Since 1983
666 Dundee Rd Ste 401
i

The 23 firms listed for Northbrook, IL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Northbrook, IL

All 23 firms we list here are in Northbrook itself. We have 24 firms in Northbrook on file; this page shows the highest-rated 23. 13 of the firms on this page have a rating, from 4.0 to 5.0 across 160 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 5 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), payroll (2) and retirement planning (2). 3 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 23 of the firms on this page; 21 publish a contact page; 14 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Northbrook take financial planning bookings online?

6 of the 23 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Jeffrey Lasky Financial Services

Jeffrey Lasky Financial Services

Since 2005
650 Dundee Rd #375
i
Hokin Investment Advisors

Hokin Investment Advisors

5.0 2 reviews
“The Hokin Investment Advisors are excellent fiduciaries - they're knowledgeable on a broad spectrum of investment products across a variety of classes, honest, and communicative.”
Since 2014
707 Skokie Blvd #520
i
Sorinsky & Associates

Sorinsky & Associates

4.0 3 reviews
“Even though he handles huge accounts, he still finds time to help me with my NOT huge account ;)”
Since 2011
3340 Dundee Rd Ste 2N4
i
JA Barnash & Associates

JA Barnash & Associates

5.0 6 reviews
“They dealt with my specific questions and came up with the best solutions for my specific situation.”
Since 2020
1363 Shermer Rd UNIT 306
i
Matlin Financial

Matlin Financial

5.0 1 review
“They will take all your needs and situations into mind when setting up a plan for long term.”
Since 2013
500 Skokie Blvd
i
Financial Wealth Alliance - Dariusz Godlewski

Financial Wealth Alliance - Dariusz Godlewski

“He is a good financial planner and he is nice and patient”
Free consultationSince 2009
650 Dundee Rd #270
i
Oak Wealth Advisors

Oak Wealth Advisors

“I had a wonderful introductory meeting with Michael Walther today, where he patiently listened to my concerns, shared his wealth of experience to answer my questions, and reassured me that I am already taking the right steps for my financial future.”
Since 2008
836 Skokie Blvd
i
Schmidt Financial Group

Schmidt Financial Group

5.0 1 review
“Jordan and his team are knowledgeable, professional, excellent at explaining options, and thoughtful at proposing solutions that work for your family.”
450 Skokie Blvd #507
i
Moonstone Asset Management

Moonstone Asset Management

Since 2009
707 Skokie Blvd #520
i
Lisa Dickholtz Cfp

Lisa Dickholtz Cfp

Since 2007
2565 Shermer Rd
i
Mindful Wealth

Mindful Wealth

Since 2018
5 Revere Dr Suite 200
i
Bjork Asset Management

Bjork Asset Management

Since 2005
1033 Skokie Blvd #210
i
Sogid Management

Sogid Management

Serves NationwideSince 2015Financing
707 Skokie Blvd Suite 601
i
JMJ Financial Group

JMJ Financial Group

Since 2008
1363 Shermer Rd #207
i
Relative Value Partners

Relative Value Partners

Since 2008
1033 Skokie Blvd #470
i
Kollar Wealth Advisors

Kollar Wealth Advisors

Since 2009
5 Revere Dr STE 200
i
Palabe Wealth

Palabe Wealth

LicensedSince 2013
5 Revere Dr Suite 200
i
HomeWealth Management AdvisorsIllinoisNorthbrook, IL

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top