Rialytix insights

Top RIA Firms in Lake Forest, Illinois

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Lake Forest, Illinois. This hub covers 8 matching firms with $11.6B in total reported AUM and median AUM of $739.9M.

Firms

Matching current profiles

Total AUM

$11.6B

Reported regulatory AUM

Median AUM

$739.9M

Across firms with AUM

Largest firm

$5.5B

Crescent Grove Advisors

Filter by segmentOver $1T $100B to $999B $10B to $99B $1B to $9B $500M to $999M $100M to $500M Below $100M New York California Texas New York, NY Chicago, IL Boston, MA International RIAs

Search RIA markets

Search by city or state

Find state and published city hubs without returning to the main insights page.

Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Crescent Grove Advisors CRD 170912 · Limited Liability Company	LAKE FOREST, IL	$5.5B Mar 2026	+$1.0B+23.5%	+$1.1B+26.4%	+$1.8B+48.9%	—	+3 employees+9.7% over 3Y	+52 accounts+15.8% over 3Y
2. Roundtable Healthcare Management, INC CRD 161235 · Corporation	LAKE FOREST, IL	$3.1B Mar 2026	+$144.1M+4.8%	-$330.6M-9.6%	+$227.1M+7.9%	+$1.5B+97.4%	-1 employees-3.0% over 3Y	-4 accounts-26.7% over 3Y
3. Tsfg, LLC CRD 172555 · Limited Liability Company	LAKE FOREST, IL	$997.2M Mar 2026	+$142.9M+16.7%	+$419.9M+72.7%	+$539.1M+117.7%	—	+6 employees+46.2% over 3Y	+448 accounts+18.7% over 3Y
4. Alley Company CRD 317544 · Limited Liability Company	LAKE FOREST, IL	$907.2M Mar 2026	+$63.5M+7.5%	+$223.6M+32.7%	—	—	+3 employees+50.0% over 3Y	+101 accounts+26.2% over 3Y
5. North Shore Private Asset Management, LLC CRD 130132 · Limited Liability Company	LAKE FOREST, IL	$572.6M Mar 2026	+$98.0M+20.7%	+$267.4M+87.6%	+$317.5M+124.5%	+$493.2M+621.5%	0 employees+0.0% over 3Y	+95 accounts+26.8% over 3Y
6. Western Pacific Wealth Management, LP CRD 152714 · Limited Partnership	LAKE FOREST, IL	$205.5M Mar 2026	+$15.6M+8.2%	-$8.5M-4.0%	+$178.0M+645.7%	+$194.4M+1742.1%	0 employees+0.0% over 3Y	-41 accounts-55.4% over 3Y
7. Barrett Upton Capital Partners CRD 326104 · Limited Liability Company	LAKE FOREST, IL	$182.3M Mar 2026	+$86.0M+89.4%	—	—	—	+1 employees+12.5% over 1Y	+2 accounts+100.0% over 1Y
8. Horizon Capital Management, LLC CRD 132113 · Limited Liability Company	LAKE FOREST, IL	$136.2M Mar 2026	—	—	—	+$20.2M+17.4%	0 employees+0.0% over Total	-3 accounts-7.0% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.