Rialytix insights

Top RIA Firms in Northbrook, Illinois

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Northbrook, Illinois. This hub covers 11 matching firms with $8.2B in total reported AUM and median AUM of $489.2M.

Firms

Matching current profiles

Total AUM

$8.2B

Reported regulatory AUM

Median AUM

$489.2M

Across firms with AUM

Largest firm

$3.3B

Sbb Research Group LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Sbb Research Group LLC CRD 161109 · Limited Liability Company	NORTHBROOK, IL	$3.3B May 2026	+$472.6M+17.0%	+$1.2B+55.7%	+$2.7B+513.2%	+$3.1B+2338.5%	+5 employees+21.7% over 3Y	-12 accounts-52.2% over 3Y
2. Arthur M. Cohen & Associates LLC CRD 105894 · Limited Liability Company	NORTHBROOK, IL	$1.1B Apr 2026	+$90.5M+8.9%	+$327.8M+41.8%	+$219.9M+24.7%	+$713.6M+179.4%	+2 employees+66.7% over 3Y	+40 accounts+5.0% over 3Y
3. Trifecta Capital Advisors, LLC CRD 317391 · Limited Liability Company	NORTHBROOK, IL	$927.4M Mar 2026	+$215.2M+30.2%	+$520.1M+127.7%	—	—	0 employees+0.0% over 3Y	+231 accounts+84.6% over 3Y
4. Miramar Capital CRD 290909 · Limited Liability Company	NORTHBROOK, IL	$550.3M Mar 2026	+$41.0M+8.1%	+$46.9M+9.3%	+$224.6M+69.0%	—	0 employees+0.0% over 3Y	-126 accounts-25.5% over 3Y
5. Trigran Investments, INC. CRD 155200 · Corporation	NORTHBROOK, IL	$533.2M Mar 2026	-$421.5M-44.2%	-$657.6M-55.2%	-$236.7M-30.7%	+$317.0M+146.6%	-1 employees-10.0% over 3Y	-3 accounts-17.6% over 3Y
6. Iron Financial LLC CRD 106682 · Limited Liability Company	NORTHBROOK, IL	$489.2M Mar 2026	+$68.1M+16.2%	+$40.1M+8.9%	-$75.3M-13.3%	-$930.7M-65.5%	-2 employees-16.7% over 3Y	-22 accounts-3.3% over 3Y
7. Oak Wealth Advisors LLC CRD 148832 · Limited Liability Company	NORTHBROOK, IL	$373.7M Mar 2026	+$52.6M+16.4%	+$162.5M+76.9%	+$231.7M+163.1%	+$308.2M+470.5%	0 employees+0.0% over 3Y	+446 accounts+450.5% over 3Y
8. Mendel Money Management INC CRD 105974 · Corporation	NORTHBROOK, IL	$317.1M Mar 2026	+$16.0M+5.3%	+$78.6M+33.0%	+$143.8M+83.0%	+$207.0M+188.0%	+3 employees+75.0% over 3Y	+462 accounts+273.4% over 3Y
9. Main Street Investment Advisors, LLC CRD 146036 · Limited Liability Company	NORTHBROOK, IL	$250.3M Jan 2026	+$75.3M+43.0%	+$70.3M+39.1%	+$118.3M+89.6%	+$128.6M+105.6%	0 employees+0.0% over 3Y	+61 accounts+73.5% over 3Y
10. Boon Capital Advisors LLC CRD 174016 · Limited Liability Company	NORTHBROOK, IL	$185.0M Mar 2026	+$26.3M+16.6%	—	—	+$38.1M+26.0%	0 employees+0.0% over 1Y	-16 accounts-5.5% over 1Y
11. Avocet Capital Management LLC CRD 156261 · Limited Liability Company	NORTHBROOK, IL	$157.8M May 2026	+$26.9M+20.6%	+$51.7M+48.7%	—	+$37.1M+30.7%	+1 employees+100.0% over 3Y	+16 accounts+9.0% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.