The Northshore Group

EST. AUM
$500,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website thenorthshoregrp.com
Client types

Overview

The Northshore Group is a Chicago-area wealth management team delivering distinctly personal, planning-led advice. The practice emphasizes deep discovery, careful analysis, and custom strategy, then implements with transparent action and ongoing partnership. The team operates on the &Partners hybrid RIA/broker-dealer platform with primary custody and trading via Fidelity’s National Financial Services (NFS), bringing scale, technology, and operational strength to bespoke client service. Recognized in Forbes Best-in-State Wealth Management Teams, Northshore serves families and professionals across life stages, aligning portfolios, retirement income, tax awareness, and estate considerations with each client’s goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

The Northshore Group

Platform Details

Investment Preferences

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Address

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