Strategic Portfolio Managers

Financial planning in Northfield, IL

SEC registeredNo commissions reported

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Public-record details

Address: One Northfield Plaza, Suite 300, Northfield, IL 60093
Phone: (847) 441-2600
Listed under: Financial planning, % of assets managed, Retirement plan consulting
Legal name: Revere Financial, LLC
CRD number: 155286
Registration: SEC registered since 2023-04-28
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management: $127.1 million
Accounts managed: 250
Clients reported (Form ADV 5.D): 84
Individual / high-net-worth clients: 40 / 43
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2023-06-08

SEC registered investment adviser, CRD 155286, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 155286 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Northfield

Ardor Investment Management ConsultingOne Northfield Plaza, Suite 300 · Northfield, IL 60093 · (847) 441-3228 · Financial planningCRD 123206 · % of assets, Hourly charges, Fixed fees · $1.9 million AUMState registeredNo commissions reported Bernardi Asset Management, LLC423 Central Avenue · Northfield, IL 60093 · (312) 281-2021 · % of assets managedCRD 120110 · % of assets · $331.0 million AUMSEC registeredNo commissions reported Certitude Advisors, LLCOne Northfield Plaza, Suite 300 · Northfield, IL 60093 · (847) 441-2970 · % of assets managedCRD 171228 · % of assets · $86.0 million AUMState registeredNo commissions reported Engage Wealth Group, LLC211 Waukegan Road, Suite 300. · Northfield, IL 60093 · (847) 794-5000 · Financial planningCRD 307915 · % of assets, Hourly charges, Fixed fees · $119.5 million AUMSEC registeredNo commissions reported Kenney Investments INCOne Northfield Plaza, Ste 505 · Northfield, IL 60093 · (847) 441-2642 · Flat / fixed feesCRD 105665 · % of assets, Fixed fees · $328.5 million AUMSEC registeredNo commissions reported Kline Capital Management LLC540 W. Frontage Road Suite 3315 · Northfield, IL 60093 · (312) 263-6100 · Financial planningCRD 136825 · % of assets, Hourly charges, Fixed fees · $27.1 million AUMState registeredNo commissions reported Marcus Capital, LLCOne Northfield Plaza, Suite 222 · Northfield, IL 60093 · (847) 313-4326 · Financial planningCRD 130516 · % of assets, Fixed fees · $129.2 million AUMSEC registeredNo commissions reported Moller Wealth PartnersOne Northfield Plaza, Suite 200 · Northfield, IL 60093 · (847) 441-7575 · Financial planningCRD 110493 · % of assets, Fixed fees · $755.9 million AUMSEC registeredNo commissions reported

All 11 in Northfield →