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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2008
- Office Locations
- 1
Office Locations
About Northpoint Advisory LLC
Northpoint Advisory LLC is a Wilmette-based RIA. The firm has been operating for 18 years. Managing $102.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 1 advisory representatives and 40 clients, or 40 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on January 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Northpoint Advisory LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS T. WISCOMB
Advisor, Chief Compliance Officer, Principal
- CRD
- #1145390
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,429,275 | -- |
| Non-Discretionary | $575,000 | -- |
| Total | $102,004,275 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Northpoint Advisory LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.