Data sourced from SEC Form ADV filed June 15, 2026
Overview
Headquarters
Chicago, IL
Total Firm Assets
$1245.2 billion
Average High-Net-Worth Client Portfolio Size
$6.3 million
Fee Disclosure
Source: NORTHERN TRUST INVESTMENTS, INC. FORM ADV PART 2A BROCHURE (2026-03-30)
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Min
Max
Disclosed Annual Rate
$0
and above
1.50%
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
$15,000
1.50%
$5 million
$75,000
1.50%
$10 million
$150,000
1.50%
$50 million
$750,000
1.50%
$100 million
$1,500,000
1.50%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
7.59%
Number of High-Net-Worth Clients
15,055
Total Client Accounts
41,027
Discretionary Accounts
41,027
Services Offered
Services:
Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
SEC CRD Number
105780
NORTHERN TRUST INVESTMENTS, INC. FORM ADV PART 2A BROCHURE (2026-03-30)
(fee schedule source)
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Yes. As an SEC-registered investment advisor (CRD #105780), Northern Trust Investments, Incorporated is subject to fiduciary duty under federal law.
Northern Trust Investments, Incorporated is headquartered in CHICAGO, IL.
Northern Trust Investments, Incorporated serves 15,055 high-net-worth clients according to their SEC filing dated June 15, 2026. View client details ↓
According to their SEC Form ADV, Northern Trust Investments, Incorporated offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Northern Trust Investments, Incorporated manages $1245.2 billion in client assets according to their SEC filing dated June 15, 2026.
According to their SEC Form ADV, Northern Trust Investments, Incorporated serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓