Financial advisers in Lake Forest, IL

8 registered investment adviser firms in Lake Forest managing $11.6B in assets, based on public SEC Form ADV filings.

Crescent Grove Advisors

Lake Forest, IL · Est. 2014

Regional

Fee-based

AUM: $5.5B
Per adviser: $393M
Advisers: 14

No reported disclosures

Roundtable Healthcare Management, INC

Lake Forest, IL · Est. 2012

Regional

Fee-only

AUM: $3.1B
Per adviser: $195M
Advisers: 16

No reported disclosures

Tsfg, LLC

Lake Forest, IL · Est. 2015

Regional

Fee-based

AUM: $997M
Per adviser: $77M
Advisers: 13

No reported disclosures

Alley Company

Lake Forest, IL · Est. 2021

Local

Fee-only

AUM: $907M
Per adviser: $181M
Advisers: 5

No reported disclosures

North Shore Private Asset Management, LLC

Lake Forest, IL · Est. 2015

Local

Fee-based

AUM: $573M
Per adviser: $143M
Advisers: 4

No reported disclosures

Western Pacific Wealth Management, LP

Lake Forest, IL · Est. 2010

Local

Fee-only

AUM: $206M
Per adviser: $103M
Advisers: 2

No reported disclosures

Barrett Upton Capital Partners

Lake Forest, IL · Est. 2023

Local

Fee-only

AUM: $182M
Per adviser: $30M
Advisers: 6

No reported disclosures

Horizon Capital Management, LLC

Lake Forest, IL · Est. 2025

Local

Fee-based

AUM: $136M
Per adviser: $136M
Advisers: 1

No reported disclosures