Rialytix insights

Top RIA Firms in Northfield, Illinois

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Northfield, Illinois. This hub covers 9 matching firms with $2.7B in total reported AUM and median AUM of $291.5M.

Firms

Matching current profiles

Total AUM

$2.7B

Reported regulatory AUM

Median AUM

$291.5M

Across firms with AUM

Largest firm

$755.9M

Moller Wealth Partners

Filter by segmentOver $1T $100B to $999B $10B to $99B $1B to $9B $500M to $999M $100M to $500M Below $100M New York California Texas New York, NY Chicago, IL Boston, MA International RIAs

Search RIA markets

Search by city or state

Find state and published city hubs without returning to the main insights page.

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. Moller Wealth Partners CRD 110493 · Corporation	NORTHFIELD, IL	$755.9M Feb 2026	+$105.5M+16.2%	+$254.4M+50.7%	+$314.1M+71.1%	+$513.9M+212.4%	0 employees+0.0% over 3Y	+253 accounts+23.0% over 3Y
2. Bernardi Asset Management, LLC CRD 120110 · Limited Liability Company	NORTHFIELD, IL	$331.0M Nov 2025	-$17.5M-5.0%	+$110.8M+50.3%	+$153.9M+86.9%	+$219.7M+197.5%	+8 employees+57.1% over 3Y	+14 accounts+10.6% over 3Y
3. Kenney Investments INC CRD 105665 · Corporation	NORTHFIELD, IL	$328.5M Mar 2026	-$3.6M-1.1%	+$69.0M+26.6%	+$88.2M+36.7%	+$223.0M+211.5%	0 employees+0.0% over 3Y	-1 accounts-2.9% over 3Y
4. Mack Investment Securities, INC. CRD 17643 · Corporation	NORTHFIELD, IL	$302.6M Mar 2026	+$39.1M+14.8%	+$99.1M+48.7%	+$116.3M+62.5%	+$203.2M+204.5%	+1 employees+14.3% over 3Y	+9 accounts+0.9% over 3Y
5. The Planning Group CRD 298496 · Limited Liability Company	NORTHFIELD, IL	$291.5M Mar 2026	+$55.7M+23.6%	+$92.9M+46.8%	+$103.0M+54.7%	—	0 employees+0.0% over 3Y	+153 accounts+25.2% over 3Y
6. Brentview Investment Management, LLC CRD 300409 · Limited Liability Company	NORTHFIELD, IL	$233.4M Mar 2026	+$9.0M+4.0%	-$16.4M-6.5%	+$86.0M+58.3%	+$126.5M+118.3%	0 employees+0.0% over 3Y	+85 accounts+49.7% over 3Y
7. Treetop Wealth Management, LLC CRD 155013 · Limited Liability Company	NORTHFIELD, IL	$210.0M Jan 2026	+$25.0M+13.5%	+$50.0M+31.3%	—	+$60.0M+40.0%	0 employees+0.0% over 3Y	+50 accounts+16.7% over 3Y
8. Marcus Capital, LLC CRD 130516 · Limited Liability Company	NORTHFIELD, IL	$129.2M Mar 2026	+$16.2M+14.4%	+$94.7M+274.8%	+$94.7M+274.8%	+$86.8M+204.8%	0 employees+0.0% over 3Y	+141 accounts+119.5% over 3Y
9. Bcm Capital Management LLC CRD 337570 · Limited Liability Company	NORTHFIELD, IL	$126.3M Mar 2026	—	—	—	-$333.3K-0.3%	0 employees+0.0% over Total	0 accounts+0.0% over Total

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.