Kovitz Investment Group Partners, LLC

Kovitz Investment Group Partners, LLC (CRD# 282241) is a financial advisory firm headquartered in Chicago, IL. They manage $2,657,345,576 in 3,100 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,657
    MILLION
  • Total Number of Accounts
    3,100
    ACCOUNTS
  • Average Account Value
    $857,208
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, IN, MA, MI, MN, NC, NJ, NY, PA, TX, VA, WA, WI

Financial Advisors at Kovitz Investment Group Partners, LLC
Showing 1 - 10 of 35 top financial advisors.
1
Jenny P. Boyke
CRD#: 4574460
115 S. Lasalle Street 27th Floor, Chicago, IL 60603
96
Wealthminder
score

Jenny Boyke (CRD# 4574460) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 14 years of experience in the finance industry. Jenny Boyke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David A. Castro
CRD#: 5873844
115 S. Lasalle Street 27th Floor, Chicago, IL 60603
96
Wealthminder
score

David Castro (CRD# 5873844) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 5 years of experience in the finance industry. David Castro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrea R. Cohen
CRD#: 1255006
115 S. Lasalle Street 27th Floor, Chicago, IL 60603
96
Wealthminder
score

Andrea Cohen (CRD# 1255006) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 10 years of experience in the finance industry. Andrea Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Amanda L. Falkum
CRD#: 4622286
Denver, CO
96
Wealthminder
score

Amanda Falkum (CRD# 4622286) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Denver, CO and has over 14 years of experience in the finance industry. Amanda Falkum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Harold W. Gianopulos
CRD#: 1743800
115 S. Lasalle Street 27th Floor, Chicago, IL 60603
96
Wealthminder
score

Harold Gianopulos (CRD# 1743800) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 11 years of experience in the finance industry. Harold Gianopulos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Susan M. Herrick
CRD#: 2942265
115 S. Lasalle Street 27th Floor, Chicago, IL 60603
96
Wealthminder
score

Susan Herrick (CRD# 2942265) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 18 years of experience in the finance industry. Susan Herrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Deborah A. Hopkins
CRD#: 4327743
115 S. Lasalle Street 27th Floor, Chicago, IL 60603
96
Wealthminder
score

Deborah Hopkins (CRD# 4327743) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 5 years of experience in the finance industry. Deborah Hopkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Kate E. Jonynas
CRD#: 5595250
115 S. Lasalle St, 27th Floor, Chicago, IL 60603
96
Wealthminder
score

Kate Jonynas (CRD# 5595250) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 7 years of experience in the finance industry. Kate Jonynas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Melissa M. Martin
CRD#: 5550002
115 S Lasalle St, 27th Floor, Chicago, IL 60603
96
Wealthminder
score

Melissa Martin (CRD# 5550002) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 8 years of experience in the finance industry. Melissa Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
John K. Nicholson
CRD#: 727159
115 S. Lasalle Street 27th Floor, Chicago, IL 60603
96
Wealthminder
score

John Nicholson (CRD# 727159) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 19 years of experience in the finance industry. John Nicholson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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