Northern Trust Investments, Incorporated

Northern Trust Investments, Incorporated (CRD# 105780) is a financial advisory firm headquartered in Chicago, IL. They manage $623,633,116,893 in 34,417 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    623,633
    MILLION
  • Total Number of Accounts
    34,417
    ACCOUNTS
  • Average Account Value
    $18,119,915
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Northern Trust Investments, Incorporated
Showing 1 - 10 of 20 top financial advisors.
1
Greg M. Newman
CRD#: 2686351
777 South Flagler Drive, 12th Floor, West Palm Beach, FL 33401
96
Wealthminder
score

Greg Newman (CRD# 2686351) is an Investment Advisor Representative working at Northern Trust Investments, Incorporated in West Palm Beach, FL and has over 21 years of experience in the finance industry.

2
Terry S. Weissberg
CRD#: 1284073
777 South Flagler Drive, 12th Floor, West Palm Beach, FL 33401
96
Wealthminder
score

Terry Weissberg (CRD# 1284073) is an Investment Advisor Representative working at Northern Trust Investments, Incorporated in West Palm Beach, FL and has 1 year of experience in the finance industry.

3
Stephen G. Atkins
CRD#: 2983146
580 Village Blvd. - Suite 225, West Palm Beach, FL 33409
93
Wealthminder
score

Stephen Atkins (CRD# 2983146) is an Investment Advisor Representative working at Northern Trust Investments, Incorporated in West Palm Beach, FL and has over 19 years of experience in the finance industry.

4
Douglas C. Brown
CRD#: 4050702
2100 E. Elliot Road, Tempe, AZ 85284
93
Wealthminder
score

Douglas Brown (CRD# 4050702) is an Investment Advisor Representative working at Northern Trust Investments, Incorporated in Tempe, AZ and has over 17 years of experience in the finance industry.

5
Stephanie L. Geller
CRD#: 2524388
580 Village Blvd. - Suite 225, West Palm Beach, FL 33409
93
Wealthminder
score

Stephanie Geller (CRD# 2524388) is an Investment Advisor Representative working at Northern Trust Investments, Incorporated in West Palm Beach, FL and has over 14 years of experience in the finance industry.

6
Michael R. Marsh
CRD#: 2770710
800 Connecticut Ave Nw, Suite 200, Washington, DC 20006
93
Wealthminder
score

Michael Marsh (CRD# 2770710) is an Investment Advisor Representative working at Northern Trust Investments, Incorporated in Washington, DC and has over 10 years of experience in the finance industry.

7
Lisa M. Martinez
CRD#: 5874080
181 West Madison, Chicago, IL 60603
93
Wealthminder
score

Lisa Martinez (CRD# 5874080) is an Investment Advisor Representative working at Northern Trust Investments, Incorporated in Chicago, IL and has over 6 years of experience in the finance industry.

8
Corinne E. McClintic
CRD#: 2312235
340 Woodland Avenue, Winnetka, IL 60093
93
Wealthminder
score

Corinne McClintic (CRD# 2312235) is an Investment Advisor Representative working at Northern Trust Investments, Incorporated in Winnetka, IL and has over 24 years of experience in the finance industry.

9
Jessica M. McLaughlin
CRD#: 4841758
181 W. Madison, Mb-22, Chicago, IL 60603
93
Wealthminder
score

Jessica McLaughlin (CRD# 4841758) is an Investment Advisor Representative working at Northern Trust Investments, Incorporated in Chicago, IL and has over 12 years of experience in the finance industry.

10
Emily B. Meyer
CRD#: 4698294
53 Rector Street, East Greenwich, RI 02818
93
Wealthminder
score

Emily Meyer (CRD# 4698294) is an Investment Advisor Representative working at Northern Trust Investments, Incorporated in East Greenwich, RI and has over 14 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.