Fee-only adviser · Deerfield, IL
Nadler Financial Group, Inc.
Nadler Financial Group, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Deerfield, Illinois. On its latest Form ADV, filed August 31, 2026, it reports $2.2B in regulatory assets under management, 1,026 individual clients and 18 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 122617 · SEC file 801-61462 |
| Office | 750 Estate Drive Suite 110 Deerfield, IL 60015 |
| Phone | (847) 940-4040 |
| Website | www.nadlerfinancial.com |
| Regulatory assets under management | $2.2B |
| Individual clients | 589 non-high-net-worth, 437 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 28 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Deerfield
- Roberts, Glore & Co. $938M
- JH Kaufman LLC $9.2M
- Parkside Investments, LLC $1.4B
- Capital Resource Management,inc. $593M
See all 5 fee-only advisers in Deerfield →
Nearby
- Bannockburn 2 firms
- Lincolnshire 3 firms
- Northbrook 17 firms
- Highland Park 1 firm
- Buffalo Grove 4 firms
- Lake Forest 8 firms
- Vernon Hills 1 firm
- Glenview 3 firms
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