Data / Investment advisers / Illinois / The Planning Group
The Planning Group, Northfield, IL: $291 million AUM, SEC registered investment adviser
The Planning Group is an SEC registered investment adviser with its main office in Northfield, Illinois and reports $291 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 298496
- SEC file number
- 801-114032
- SEC status
- Approved, effective September 20, 2018
- Legal name
- TPG Advisors LLC
- Main office
- 465 Central Ave Suite 201, Northfield, IL 60093
- Phone
- (847) 441-9400
- Website
- planning-group.com
- Regulatory AUM
- $291,461,254 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $278,698,387
- Non discretionary AUM
- $12,762,867
- Accounts
- 761
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $226.4 million |
| Individuals (other than high net worth individuals) | 192 | $50.6 million |
| Pension and profit sharing plans | 14 | $12.8 million |
| Charitable organizations | 1 | $1.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $291.5 million | March 24, 2026 |
| December 1, 2025 | $235.8 million | September 17, 2025 |
Other advisers in Northfield
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Moller Wealth Partners | Northfield | $755.9 million | Not listed | adviserinfo.sec.gov |
| Bernardi Asset Management, LLC | Northfield | $331 million | Not listed | adviserinfo.sec.gov |
| Kenney Investments Inc | Northfield | $328.5 million | Not listed | adviserinfo.sec.gov |
| Mack Investment Securities, Inc. | Northfield | $302.6 million | Not listed | adviserinfo.sec.gov |
| Treetop Wealth Management, LLC | Northfield | $210 million | Not listed | adviserinfo.sec.gov |
| Marcus Capital, LLC | Northfield | $129.2 million | Not listed | adviserinfo.sec.gov |
| Strategic Portfolio Managers | Northfield | $127.1 million | Not listed | adviserinfo.sec.gov |
| BCM Capital Management LLC | Northfield | $126.3 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Northfield, IL
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- The Planning Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.