Top 5 financial advisor firms in Deerfield

5 SEC-registered financial advisor firms are headquartered in Deerfield, IL, with $5.43B in combined regulatory assets under management. The largest by assets are Nadler Financial Group ($2.18B), Parkside Investments ($1.44B) and Roberts, Glore & Co. ($938M).

5
Financial advisor firms: $5.43B
Their combined AUM: $938M
Median firm AUM: 2,107
Clients of the top 5

The 5 largest by assets

1
Nadler Financial Group
RIA
$2.18B
0.50% to 1.00% a year
2
Parkside Investments
RIA
$1.44B
0.30% to 0.90% a year
3
Roberts, Glore & Co.
RIA
$938M
0.70% to 1.25% a year
4
Capital Resource Management
RIA
$593M
Regulatory AUM
5
E. A. Horwitz
RIA
$273M
Regulatory AUM

Profiles of the top 5

No. 1 · RIA

Nadler Financial Group

Nadler Financial Group is an investment adviser based in Deerfield, IL, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.18 billion, as filed on 31 August 2026.

Nadler Financial Group charges 0.50%–1.00% a year for its Discretionary Investment Management.

Regulatory AUM: $2.18B
Clients: 1,072
Advisory staff: 18
Founded: 1997
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 750 Estate Drive, Suite 110, Deerfield, IL 60015
Phone: 847-940-4040
Website: nadlerfinancial.com

No. 2 · RIA

Parkside Investments

Parkside Investments is an investment adviser based in Deerfield, IL, registered with the SEC since 2017. It provides investment management. Its clients include high-net-worth individuals, other clients and pooled investment vehicles. Its regulatory assets under management total $1.44 billion, as filed on 31 July 2026.

Parkside Investments charges 0.30%–0.90% a year for its Standard Fee Schedule.

Regulatory AUM: $1.44B
Clients: 227
Advisory staff: 5
Fee schedule: 0.30% to 0.90% a year
Custodians: Fidelity
Headquarters: 570 Lake Cook Road, Suite 100, Deerfield, IL 60015
Phone: 312-778-7700
Website: parksideinv.com

No. 3 · RIA

Roberts, Glore & Co.

Roberts, Glore & Co. is an investment adviser based in Deerfield, IL, registered with the SEC since 1984. It provides financial planning and investment management. Its clients include high-net-worth individuals, other investment advisers and individual clients. Its regulatory assets under management total $938 million, as filed on 5 March 2026.

Roberts, Glore & Co. charges 0.70%–1.25% a year for its Discretionary assets under management.

Regulatory AUM: $938M
Clients: 397
Advisory staff: 5
Fee schedule: 0.70% to 1.25% a year
Custodians: Fidelity
Headquarters: 707 Lake Cook Road, Suite 210, Deerfield, IL 60015
Phone: 224-330-6980
Website: robertsglore.com

No. 4 · RIA

Capital Resource Management

Capital Resource Management is an investment adviser based in Deerfield, IL, registered with the SEC since 1991. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $593 million, as filed on 24 March 2026.

Regulatory AUM: $593M
Clients: 42
Advisory staff: 2
Custodians: US Bank
Headquarters: 770 Lake Cook RD, Suite 370, Deerfield, IL 60015-4920
Phone: 847-948-1700
Website: crminvest.com

No. 5 · RIA

E. A. Horwitz

E. A. Horwitz is an investment adviser based in Deerfield, IL, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $273 million, as filed on 25 March 2026.

Regulatory AUM: $273M
Clients: 369
Advisory staff: 11
Custodians: Charles Schwab, Fidelity
Headquarters: 1650 Lake Cook RD., Suite 190, Deerfield, IL 60015
Phone: 224-632-4600
Website: horwitzadvisors.com

Questions about financial advisors in Deerfield

How many financial advisor firms are headquartered in Deerfield?

5 SEC-registered financial advisor firms report their principal office in Deerfield, IL, managing $5.43B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Deerfield?

Nadler Financial Group, with $2.18B in regulatory assets under management on its latest Form ADV. The next largest are Parkside Investments ($1.44B) and Roberts, Glore & Co. ($938M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Deerfield?

The median firm manages $938M in regulatory assets. That is the midpoint of the 5 firms headquartered in Deerfield.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Deerfield charge?

Of the 5 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% to 1.25% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Deerfield?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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