Company lists · Data refreshed September 2026

Top 16 Investment advisory companies based in Northbrook, United States

RevenueBase identified 28 investment advisory companies headquartered in Northbrook, United States as of September 2026 and tracks 135 professional contacts across them, including 75 with verified work emails. New York is the largest hub.

This list covers investment advisory companies headquartered in Northbrook, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
28Companies
135Contacts tracked
75Verified emails
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The 16 largest investment advisory companies based in Northbrook, United States

Ranked by team size
Top 16 of 28 investment advisory companies based in Northbrook, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 202611-5017 contacts →

Partial evidence

“With over 30 years of experience, IRON Financial is an independent investment and wealth management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 202611-5015 contacts →

Indirect evidence

“Infinity Strategic Partners consults with individuals, families, small to mid-size businesses and their leaders on various aspects of financial planning.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 202611-5015 contacts →

Indirect evidence

“At MJA we support clients on a range of financial issues – from evaluating insurance needs to helping grow their assets to protect their retirement.”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 202611-5013 contacts →

Strong evidence

“Relative Value Partners (RVP) is a SEC registered investment advisor that manages customized discretionary accounts for wealthy families and small institutions.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“Sheridan Road Financial is passionate about helping Americans Choose Their Day to retire and launch version 2.0 of their life, whether that involves pursuing a new hobby…”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“The more successful you become, the fuller your life is-full of responsibilities, opportunities, decisions.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Coe Financial Group is an independently owned wealth management firm delivering personalized service to clients for more than a decade.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“Miramar Capital is an independent, privately-held SEC registered Investment Advisory firm with 70 years of combined experience managing investment portfolios.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 202611-503 contacts →

Partial evidence

“Palabe Wealth, an Institutional Retirement Consulting and Advisory Firm, was founded as a privately held practice in 1996 with a strong commitment to our clients – exceeding…”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Arlington Financial Services is an independent asset management and financial planning firm.”

Source: RevenueBase Database · checked Sep 20, 2026
12Strong evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“Hokin Investment Advisors (HIA) believes working with an approachable and knowledgeable advisor can increase the likelihood of reaching your financial goals.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 202611-501 contacts →

Indirect evidence

“The mission of Platinum Wealth Solutions Chicago is to impact the lives, lifestyles and legacies of its clients and associates.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Your Financial Journey Reimagined We focus on providing investment fiduciary advice and guidance to private investors and organizations that sponsor workplace retirement savings…”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Our comprehensive approach seeks to identify opportunities to optimize every aspect of your portfolio in as many as eight different areas of wealth management within Financial…”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceNorthbrook, IL, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Our mission is to maximize and preserve wealth through an approach that’s highly personalized, holistic, transparent, and optimized to meet your financial goals and objectives.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 16 of 28 investment advisory companies based in Northbrook, United States

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Investment advisory companies based in Northbrook, United States at a glance

As of Sep 20, 2026
55.6%Verified-email coverage
4.8Average contacts per company
1-10Median size (employees)
1889.3%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
7

Email recency for this list is measured across the whole United States list rather than for Northbrook, so it is reported there. Company counts and contact totals on this page are exact for Northbrook, over 28 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment advisory companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Northbrook, United States whose own description of what they do matches “investment advisory companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment advisory companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among investment advisory companies, and records with no verified work email. Companies headquartered outside Northbrook are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 75 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment advisory companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment advisory companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment advisory companies are there based in Northbrook, United States?

RevenueBase identified 28 investment advisory companies headquartered in Northbrook, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Iron Financial, headquartered in Northbrook, tops this list with the largest team on record.

Which city has the most investment advisory companies?

New York leads with 529 headquartered companies, followed by Atlanta (254) and Dallas (230).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 75 verified decision-maker contacts tracked across these 28 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.