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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lake Forest, IL

Every SEC-registered investment adviser representative at a firm office in Lake Forest, with the firms that employ the most of them.

141 registered advisors work in Lake Forest; the most are at Crescent Grove Advisors (15). 0 list the CFP designation and 100 are also registered broker representatives.

Firms with the most advisors in Lake Forest

FirmAdvisors in Lake Forest
Crescent Grove Advisors15
Morgan Stanley news12
RBC Capital Markets, LLC news12
Stifel, Nicolaus & Company, Incorporated news12
LPL Financial LLC news9
Merrill Lynch, Pierce, Fenner & Smith Incorporated news6
Northwestern Mutual Investment Services, LLC6
Alley Company5
J.P. Morgan Securities LLC news5
Tsfg, LLC5
Edward Jones news4
North Shore Private Asset Management, LLC4
&Partners news3
Janney Montgomery Scott LLC news3
Mowery & Schoenfeld Wealth Management, LLC3
Osaic Wealth, Inc. news3
Wells Fargo Advisors Financial Network, LLC news3
Buss Capital Management, LLC2
Cetera Investment Advisers LLC news2
Commonwealth Financial Network news2
North Shore Capital Group Investment Advisors, Inc.2
Strategic Advisers LLC2
Tree City Investments, Inc.2
Western Pacific Wealth Management, LP2
Bfc Planning, Inc.1

Advisors in Lake Forest, A to Z

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Other cities in Illinois

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Chicago 6,556Wheaton 867Oak Brook 568Naperville 546Rockford 488Deerfield 458Downers Grove 414Schaumburg 351Northbrook 333Springfield 256Oakbrook Terrace 237Lisle 227Orland Park 224Peoria 222Lombard 204Barrington 189Champaign 149Arlington Heights 144Elmhurst 143Bloomington 135Glenview 132Skokie 125Highland Park 121Winnetka 112

Questions

How many financial advisors are in Lake Forest, IL?

141 investment adviser representatives are registered at firm offices in Lake Forest, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 100 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lake Forest?

Crescent Grove Advisors, with 15 registered advisors in Lake Forest, followed by Morgan Stanley with 12.

How do I check a financial advisor in Lake Forest?

Each advisor below links to a profile with their firm, registrations, exams 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. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.