Investment advisers in Lake Forest, IL
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Crescent Grove Advisors | $5.50 billion | 34 | 0 |
| Roundtable Healthcare Management, Inc | $3.12 billion | 32 | 0 |
| Alley Company | $907.2 million | 9 | 0 |
| Tsfg, LLC | $642.8 million | 9 | 0 |
| North Shore Private Asset Management, LLC | $572.6 million | 4 | 0 |
| Western Pacific Wealth Management, LP | $205.5 million | 3 | 0 |
| Barrett Upton Capital Partners | $182.2 million | 9 | 0 |
| Horizon Capital Management, LLC | $136.2 million | 1 | 0 |