Company lists · Data refreshed September 2026
Top 16 Wealth management companies based in Northbrook, United States
RevenueBase identified 26 wealth management companies headquartered in Northbrook, United States as of September 2026 and tracks 160 professional contacts across them, including 67 with verified work emails. New York is the largest hub.
This list covers wealth management 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 16, 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.
The 16 largest wealth management companies based in Northbrook, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 31 contacts → | ||||
Partial evidence “Diamond Wealth Strategies is a boutique advisory firm comprised of elite wealth and estate planning professionals with a national presence.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 17 contacts → | ||||
Strong evidence “With over 30 years of experience, IRON Financial is an independent investment and wealth management firm.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 15 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 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 15 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 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 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 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Indirect evidence “The more successful you become, the fuller your life is-full of responsibilities, opportunities, decisions.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Strong 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 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Strong evidence “SPECIAL NEEDS SERVICES Our Special Needs Services coordinate our wealth management services with the unique challenges faced by families with special needs members.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Partial evidence “Our mission is to create life insurance, tax planning and wealth transfer solutions that surpass our clients’ expectations.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “Arlington Financial Services is an independent asset management and financial planning firm.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect 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 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Strong evidence “Moonstone Asset Management is an independent, fee-only investment firm providing fiduciary wealth counsel to individuals and families across the full arc of financial life, from…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Partial 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 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Strong 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 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Partial 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 16, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management companies.
- Partial evidence
- Its own public description names part of wealth management companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 16 of 26 wealth management companies based in Northbrook, United States
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Wealth management companies based in Northbrook, United States at a glance
As of Sep 16, 2026Companies by employee count
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 26 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 wealth management 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 “wealth management 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 wealth management 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 wealth management 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, 67 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 16, 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.
Wealth management companies by metro in the United States
- Wealth management companies in New York477
- Wealth management companies in Atlanta245
- Wealth management companies in Houston239
- Wealth management companies in Dallas232
- Wealth management companies in Chicago209
- Wealth management companies in San Diego201
- Wealth management companies in Scottsdale169
- Wealth management companies in Austin168
- Wealth management companies in San Francisco159
- Wealth management companies in Charlotte155
- Wealth management companies in Denver144
- Wealth management companies in Boston142
- Wealth management companies in Miami140
- Wealth management companies in Los Angeles139
- Wealth management companies in Tampa126
- Wealth management companies in Cincinnati108
- Wealth management companies in Portland101
- Wealth management companies in Columbus97
- Wealth management companies in Phoenix96
- Wealth management companies in Overland Park95
- Wealth management companies in Irvine94
- Wealth management companies in Newport Beach94
- Wealth management companies in Indianapolis91
- Wealth management companies in Raleigh89
- Wealth management companies in Seattle87
- Wealth management companies in Minneapolis83
- Wealth management companies in Pittsburgh82
- Wealth management companies in San Antonio82
- Wealth management companies in Boca Raton81
- Wealth management companies in Omaha79
- Wealth management companies in Bellevue78
- Wealth management companies in Birmingham76
- Wealth management companies in Columbia76
- Wealth management companies in Grand Rapids73
- Wealth management companies in Greenville70
- Wealth management companies in Fort Worth68
- Wealth management companies in Rochester68
- Wealth management companies in Louisville67
- Wealth management companies in Richmond67
- Wealth management companies in Las Vegas66
- Wealth management companies in Madison64
- Wealth management companies in Nashville63
- Wealth management companies in Jacksonville62
- Wealth management companies in Wilmington62
- Wealth management companies in Colorado Springs61
- Wealth management companies in Greenwood Village61
- Wealth management companies in Lexington61
- Wealth management companies in Salt Lake City61
- Wealth management companies in Sarasota60
- Wealth management companies in Troy57
- Wealth management companies in Plano56
- Wealth management companies in Springfield56
- Wealth management companies in Cleveland55
- Wealth management companies in Fort Lauderdale55
- Wealth management companies in Orlando55
- Wealth management companies in Tulsa55
- Wealth management companies in Washington54
- Wealth management companies in Naples52
- Wealth management companies in Pasadena52
- Wealth management companies in Walnut Creek52
- Wealth management companies in Memphis51
- Wealth management companies in Alpharetta48
- Wealth management companies in Tucson46
- Wealth management companies in Franklin45
- Wealth management companies in Melville45
- Wealth management companies in Philadelphia45
- Wealth management companies in Coral Gables42
- Wealth management companies in Oklahoma City42
- Wealth management companies in Baton Rouge41
- Wealth management companies in Knoxville41
- Wealth management companies in Lake Oswego41
- Wealth management companies in San Jose41
- Wealth management companies in Greensboro40
- Wealth management companies in Plymouth40
- Wealth management companies in The Woodlands40
- Wealth management companies in Bloomington39
- Wealth management companies in Kansas City39
- Wealth management companies in Westlake Village39
- Wealth management companies in Bethesda38
- Wealth management companies in Charleston38
- Wealth management companies in Fort Collins38
- Wealth management companies in Lafayette38
- Wealth management companies in Virginia Beach38
- Wealth management companies in Brentwood37
- Wealth management companies in West Des Moines37
- Wealth management companies in Roseville36
- Wealth management companies in Westport36
- Wealth management companies in Beverly Hills35
- Wealth management companies in Buffalo35
- Wealth management companies in Frisco35
- Wealth management companies in Lincoln35
- Wealth management companies in Mclean35
- Wealth management companies in St Louis34
- Wealth management companies in St. Louis34
- Wealth management companies in Boulder33
- Wealth management companies in Woodbury33
- Wealth management companies in Ann Arbor32
- Wealth management companies in Chattanooga32
- Wealth management companies in Fort Wayne32
- Wealth management companies in Jackson32
- Wealth management companies in Little Rock32
- Wealth management companies in Minnetonka32
- Wealth management companies in Santa Barbara32
- Wealth management companies in Wichita32
- Wealth management companies in Chesterfield31
- Wealth management companies in Englewood31
- Wealth management companies in Lancaster31
- Wealth management companies in Alexandria30
- Wealth management companies in Baltimore30
- Wealth management companies in Princeton30
- Wealth management companies in Red Bank30
- Wealth management companies in Reno30
- Wealth management companies in Reston30
- Wealth management companies in Sacramento30
- Wealth management companies in Southfield30
- Wealth management companies in West Chester30
- Wealth management companies in Albany29
- Wealth management companies in Pittsford29
- Wealth management companies in Tempe29
- Wealth management companies in Annapolis28
- Wealth management companies in Bloomfield Hills28
- Wealth management companies in Dublin28
- Wealth management companies in Edina28
- Wealth management companies in Lakewood28
- Wealth management companies in Naperville28
- Wealth management companies in Rockville28
- Wealth management companies in Wayne28
- Wealth management companies in Arlington27
- Wealth management companies in Bend27
- Wealth management companies in Littleton27
- Wealth management companies in Marietta27
- Wealth management companies in Providence27
- Wealth management companies in Southlake27
- Wealth management companies in Stamford27
- Wealth management companies in Carmel26
- Wealth management companies in Honolulu26
- Wealth management companies in Northbrook26
- Wealth management companies in Salem26
- Wealth management companies in Towson26
- Wealth management companies in Vienna26
- Wealth management companies in Winter Park26
- Wealth management companies in Albuquerque25
- Wealth management companies in Boise25
- Wealth management companies in Carlsbad25
- Wealth management companies in Clearwater25
- Wealth management companies in Morristown25
- Wealth management companies in San Ramon25
- Wealth management companies in Westlake25
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 wealth management 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 wealth management companies are there based in Northbrook, United States?
RevenueBase identified 26 wealth management 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?
Diamond Wealth, headquartered in Northbrook, tops this list with the largest team on record.
Which city has the most wealth management companies?
New York leads with 477 headquartered companies, followed by Atlanta (245) and Houston (239).
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 67 verified decision-maker contacts tracked across these 26 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 16, 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.
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