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Financial ADVSR advisor directory · SEC adviser records

Crescent Grove Advisors financial advisors in Lake Forest, IL

Every SEC-registered investment adviser representative at a Crescent Grove Advisors office in Lake Forest, A to Z.

14 registered advisors work at Crescent Grove Advisors in Lake Forest, out of 19 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Crescent Grove Advisors advisors in Lake Forest, A to Z

Every Crescent Grove Advisors advisor →

Crescent Grove Advisors advisors in every city and state →Crescent Grove Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Crescent Grove Advisors advisors in other cities

Milwaukee, WI 3Atlanta, GA 2

Other firms in Lake Forest

All Lake Forest advisors →

RBC Capital Markets, LLC 12Morgan Stanley 11LPL Financial LLC 10Stifel, Nicolaus & Company, Incorporated 10Northwestern Mutual Investment Services, LLC 6J.P. Morgan Securities LLC 5Tsfg, LLC 5Alley Company 4Curi Capital, LLC 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4North Shore Private Asset Management, LLC 4Wells Fargo Advisors Financial Network, LLC 4

Questions

How many financial advisors does Crescent Grove Advisors have in Lake Forest?

14 investment adviser representatives are registered at Crescent Grove Advisors offices in Lake Forest, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 19 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Crescent Grove Advisors one of the largest advisor employers in Lake Forest?

Crescent Grove Advisors ranks number 1 in Lake Forest by registered advisors, ahead of RBC Capital Markets, LLC (12).

How do I check a Crescent Grove Advisors advisor in Lake Forest?

Each advisor below 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. Advisors are listed at the city of the Crescent Grove Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.