RIAs in Lake Forest, Illinois
Explore 8 RIAs headquartered in Lake Forest, with $11.3B in combined reported AUM.
RIAs8Headquartered here
Total AUM$11.3BReported regulatory AUM
Total Employees101Reported by these RIAs
% of Total State AUM0.1%% Of total State AUM Reported
All RIAs in Lake Forest
8 RIAsShowing 1–8 of 8 RIAs
Crescent Grove Advisors
LAKE FOREST, ILReported AUM$5.5B
Employees34
48.8% of city AUMView RIA ↗
Roundtable Healthcare Management, Inc
LAKE FOREST, ILReported AUM$3.1B
Employees32
27.7% of city AUMView RIA ↗
Alley Company
LAKE FOREST, ILReported AUM$907.2M
Employees9
8.0% of city AUMView RIA ↗
Tsfg, LLC
LAKE FOREST, ILReported AUM$642.8M
Employees9
5.7% of city AUMView RIA ↗
North Shore Private Asset Management, LLC
LAKE FOREST, ILReported AUM$572.6M
Employees4
5.1% of city AUMView RIA ↗
Western Pacific Wealth Management, LP
LAKE FOREST, ILReported AUM$205.5M
Employees3
1.8% of city AUMView RIA ↗
Barrett Upton Capital Partners
LAKE FOREST, ILReported AUM$182.3M
Employees9
1.6% of city AUMView RIA ↗
Horizon Capital Management, LLC
LAKE FOREST, ILReported AUM$136.2M
Employees1
1.2% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.