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Financial Advisors in Northbrook, OH: 2026 rankings

216 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Northbrook: Wealthquest, RFA Score 76/100; 5.0★ from 129 Google reviews.

  2. 24

    Most-reviewed: Wright-Patt Credit Union, 127 Google reviews at 3.9★, the most of 216 ranked after Wealthquest; ranked #24.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

216 Northbrook financial advisors are ranked here by RFA Score, from eight published factors. 19 open Saturdays, based on posted hours. The median Google rating is 4.9★ across 216 rated firms.

Top 10 financial advisors in Northbrook at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Northbrook at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wealthquest765.0★ (129)Cincinnati, 12 mi away—Top score
2Carson Wealth (formerly Total Wealth Planning)755.0★ (103)Cincinnati, 11 mi away——
3Comprehensive Business Solutions745.0★ (82)Cincinnati, 11 mi awaySat—
4First Commonwealth Bank744.8★ (102)Cincinnati, 11 mi away——
5WealthWise Financial Group. LLC745.0★ (57)Cincinnati, 8 mi away——
6Conservative Financial Solutions745.0★ (66)Cincinnati, 11 mi away——
7LSC | LongSchaefer CPA/PFS744.9★ (34)Cincinnati, 1 mi away——
8Realize Wealth Management745.0★ (62)Cincinnati, 10 mi away——
9VanWeelden Retirement Advisors735.0★ (61)Fairfield, 11 mi away——
10The Legacy Council735.0★ (97)Goshen, 19 mi away——

All 216 financial advisors in Northbrook, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Northbrook

    #1 Wealthquest

    Based in Cincinnati, 12 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 129 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 129 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    50 E Business Way #120, Cincinnati, OH 45241
    View profile for Wealthquest(513) 530-9700

  4. #4 First Commonwealth Bank

    Based in Cincinnati, 11 mi away

    74/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.8★ from 102 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 102 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    25 Garfield Pl, Cincinnati, OH 45202
    View profile for First Commonwealth Bank(513) 878-8099

  8. #8 Realize Wealth Management

    Based in Cincinnati, 10 mi away

    74/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 62 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3805 Edwards Rd Ste 200, Cincinnati, OH 45209
    View profile for Realize Wealth Management

  10. #10 The Legacy Council

    Based in Goshen, 19 mi away

    73/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 97 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 97 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1160 OH-28, Milford, OH 45150
    View profile for The Legacy Council(513) 442-2000

  12. #12 Allworth Financial

    Based in Blue Ash, 10 mi away

    72/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.8★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 51 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    9987 Carver Rd #100, Blue Ash, OH 45242
    View profile for Allworth Financial(513) 469-7500

  13. #13 Game Time Budgeting, LLC

    Based in Cincinnati, 6 mi away

    72/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    260 Northland Blvd, Cincinnati, OH 45246
    View profile for Game Time Budgeting, LLC(513) 706-0450

  16. #16 Scheeler Financial Group

    Based in Cincinnati, 10 mi away

    71/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9078 Union Centre Blvd #202, West Chester Township, OH 45069
    View profile for Scheeler Financial Group(513) 883-6100

  17. #17 Creative Planning

    Based in Montgomery, 12 mi away

    71/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 42 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9340 Montgomery Rd Ste 202, Montgomery, OH 45242
    View profile for Creative Planning(513) 428-6821

  23. #23 United Wealth Education

    Based in Cincinnati, 4 mi away

    70/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.8★ from 17 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11920 Cedarcreek Dr, Cincinnati, OH 45240
    View profile for United Wealth Education(513) 258-5486

  24. #24 Wright-Patt Credit Union

    Based in Norwood, 9 mi away

    70/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.9★ from 127 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 127 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    4560 Lafayette Ave, Norwood, OH 45212
    View profile for Wright-Patt Credit Union(800) 762-0047

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 216 ranked financial advisors here; the rest are on their profiles.

financial advisors in Northbrook, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Nova Capital704.8★ (28)10 mi
27Golden Reserve704.8★ (28)11 mi
28Horter Investment Management, LLC704.8★ (36)15 mi
29Incline Wealth Advisors705.0★ (20)10 mi
30Logan Kane Fay: Primerica - Financial Services695.0★ (24)13 mi
31Strategic Wealth Designers694.6★ (35)15 mi
32Bank of America (with Drive-thru ATM)694.5★ (26)11 mi
33Millard Advisors684.1★ (36)11 mi
34Retire Right Wealth Management684.8★ (23)15 mi
35Northwestern Mutual684.3★ (24)10 mi
36Audrey Koob: Primerica - Financial Services684.9★ (14)10 mi
37i3 Commerce Technology684.5★ (18)11 mi
38Journey Advisory Group, LLC685.0★ (14)12 mi
39Fidelity Investments - Corporate Office684.0★ (67)16 mi
40Kehoe Financial Advisors685.0★ (9)7 mi
41Matthew O'Bryan - Financial Planner685.0★ (10)8 mi
42Ralot Financial684.4★ (13)7 mi
43Dumford Management Group685.0★ (9)7 mi
44Brian Nelson: Primerica - Financial Services685.0★ (12)10 mi
45MyUSA Credit Union684.5★ (43)20 mi
46Sims Investment Management685.0★ (12)11 mi
47Bank of America Financial Center684.0★ (11)5 mi
48Summit Financial Group, Inc.674.3★ (30)15 mi
49Bank of America (with Drive-thru ATM)673.5★ (42)7 mi
50James M Jones: Primerica - Financial Services674.8★ (11)10 mi

Also serving Northbrook

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Northbrook
BusinessGoogle ratingDistance
Carnegie Investment Counsel5.0★ (2)10 mi
Edward Jones - Financial Advisor: Adam Kunsman5.0★ (2)6 mi
Edward Jones - Financial Advisor: Chad D Clemons, CEPA®5.0★ (2)7 mi
Edward Jones - Financial Advisor: Joe Wolke, CFP®5.0★ (2)6 mi
Eisert Wealth Management5.0★ (2)10 mi
Erin Rose Staveskie: Primerica - Financial Services5.0★ (2)11 mi
Great American Financial Resources3.0★ (2)11 mi
Hyde Park Wealth Advisors5.0★ (2)11 mi
Infinite Wealth Planning5.0★ (2)8 mi
Jeremiah Schalk at Wealth Wave5.0★ (2)8 mi
John Edward Wieman Jr: Primerica - Financial Services5.0★ (2)8 mi
Morgan Stanley Financial Advisors5.0★ (2)11 mi
ParinamiX INC.4.0★ (2)7 mi
Prudential | Matthew E. Rupe | Life Insurance & Financial Services5.0★ (2)10 mi
Queen City Capital Management5.0★ (2)11 mi
Sonya Saskin - TouchPoint Wealth Partners3.0★ (2)11 mi
Stifel5.0★ (2)10 mi
TIAA Financial Services3.0★ (2)10 mi
Titan Wealth Management5.0★ (2)11 mi
Tri-State Retirement Inc. - Cincinnati Office3.0★ (2)11 mi

How we ranked Northbrook financial advisors

We scored 216 Northbrook financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Northbrook data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Northbrook: frequently asked questions

Which financial advisor has the highest RFA Score in Northbrook?

By RFA Score, the highest-ranked financial advisor in Northbrook, OH is Wealthquest with an RFA Score of 76/100. It has 5.0★ from 129 Google reviews. Carson Wealth (formerly Total Wealth Planning) (#2) and Comprehensive Business Solutions (#3) follow. We ranked 216 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Northbrook?

RankedFinancialAdvisors ranks 216 financial advisors serving Northbrook, OH. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Northbrook work on weekends?

19 of 216 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Comprehensive Business Solutions (#3) and Wright-Patt Credit Union (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Northbrook financial advisors have?

The median Google rating among 216 rated financial advisors in Northbrook is 4.9★, with a median of 7 reviews. Wealthquest has the most, 129 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Northbrook count in this ranking?

Yes, if they are within 25 mi of the Northbrook city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Northbrook ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Northbrook a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Northbrook

  1. November 2026: RFA Scores recalculated for 216 financial advisors serving Northbrook.
  2. November 2026: 7 duplicate listings merged.

More financial advisors and Northbrook pages