A complete list of active advisors currently associated with Northrock Partners, LLC

Warmer can help you find a great advisor at Northrock Partners, LLC or one who fits your needs even better.

NorthRock Partners provides wealth management, investment advisory and financial planning to individuals (including high-net-worth clients), corporate and institutional entities, participant-directed retirement plans, and private funds. Its NorthRock Partners Advisory Services Program operates as a wrap-fee platform and includes portfolio management, ongoing financial planning and Personal Office® services such as cash flow, estate, and tax-related support. The firm describes a holistic, global investment approach that emphasizes broad asset allocation, diversification and periodic rebalancing, and it manages accounts on both discretionary and non-discretionary bases. NorthRock frequently uses unaffiliated independent managers for portions of client portfolios and allocates to private collective vehicles (e.g., private funds, REITs, private credit) when appropriate, while providing oversight and periodic monitoring of those managers. What distinguishes NorthRock relative to many enterprise peers is the integration of tax and other professional services into its offering: certain employees are certified public accountants who provide tax planning and preparation through affiliated entities (NorthRock Partners Tax Services, LLC and Private Tax Services, LLC), with some tax work provided within the advisory wrap fee and also available to non-clients. The firm also discloses that some supervised persons are licensed insurance agents and that NorthRock acts as manager/general partner to private funds and maintains a strategic relationship tied to a Coller-sponsored fund (including prior seed-investor activity and a profit interest), arrangements that create additional product-sale and affiliation-related considerations the firm manages through disclosure and compliance policies.

To learn more about the advisors currently working at Northrock Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.