Top advisors in Lake Forest
We’ve curated a list of the best financial advisors in Lake Forest, take a look at it below
Find an advisor in Lake Forest1. Crescent Grove Advisors
Assets under management
$3,861,626,494
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Alley Company
Assets under management
$612,037,558
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. North Shore Private Asset Management, LLC
Assets under management
$349,472,894
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
401(k) Advisory And Consulting Services
4. Western Pacific Wealth Management, Lp
Assets under management
$90,323,401
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Spindletop Capital, LLC
Assets under management
$48,100,000
Fee structure
A percentage of assets under your management
Performance-based fees
CONSULTING FEE
Services offered
Portfolio Management For Pooled Investment Vehicles
Consulting
How we came up with this list
To generate our top financial advisors list in Lake Forest, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lake Forest. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Your first meeting is free.