The Planning Group
The Planning Group is an SEC-registered wealth manager in Northfield, IL with $291.5M assets under management (AUM, regulatory AUM), +24% over one year. See who owns The Planning Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298496, SEC 801-114032, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $291.5M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Northfield, IL
- Employees
- 4
- Clients
- 267
- CRD
- 298496
- Ownership
- NJ BROWN & ASSOCIATES; SHUMAN FINANCIAL CONSULTING, LLC; BROWN, MICHAEL, DAVID; BARRON WEALTH MANAGEMENT; SHUMAN, PAUL, SAMUEL
How much AUM does The Planning Group have?
The Planning Group reported $291.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns The Planning Group?
Disclosed owners and executives of The Planning Group include NJ BROWN & ASSOCIATES, SHUMAN FINANCIAL CONSULTING, LLC, BROWN, MICHAEL, DAVID, BARRON WEALTH MANAGEMENT, SHUMAN, PAUL, SAMUEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.