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Financial ADVSR advisor directory · SEC adviser records

Crescent Grove Advisors financial advisors

Every SEC-registered investment adviser representative at Crescent Grove Advisors, by the state and city of the office they work from.

19 registered advisors work at Crescent Grove Advisors, in 3 states and 3 cities; the most are in Lake Forest, IL (14). 2 list the CFP designation and 1 are also registered broker representatives.

Search every Crescent Grove Advisors advisor by name →Who joined and left Crescent Grove Advisors →Crescent Grove Advisors: assets, clients and custodians →

Cities with the most Crescent Grove Advisors advisors

Lake Forest, IL 14Milwaukee, WI 3Atlanta, GA 2

Crescent Grove Advisors advisors by state

Crescent Grove Advisors in Illinois 14

Lake Forest 14

Crescent Grove Advisors in Wisconsin 3

Milwaukee 3

Crescent Grove Advisors in Georgia 2

Atlanta 2

Questions

How many financial advisors does Crescent Grove Advisors have?

19 investment adviser representatives are registered with Crescent Grove Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 2 list the CFP designation and 1 are also registered as broker representatives.

Where does Crescent Grove Advisors have the most advisors?

Lake Forest, IL, with 14 registered advisors, then Milwaukee, WI (3). By state, Illinois has the most, with 14.

How do I find a Crescent Grove Advisors financial advisor near me?

Pick your state below, then your city, to see every Crescent Grove Advisors advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Crescent Grove Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →