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Best financial advisors in Lake Forest, IL

Registered advisers within 25 miles of Lake Forest, IL.

Offices
1,381
Firms
457
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,442,130 clients when Item 5C has a number
Avg / client
$5.23M
Combined AUM ÷ clients

Nearby offices

Firms

WRIGHT BENEFIT ADVISORS INC.
LPL FINANCIAL LLC
CREATIVEONE SECURITIES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
EXI INVESTMENT PARTNERS
HORIZON CAPITAL MANAGEMENT, LLC
NORTH SHORE CAPITAL GROUP INVESTMENT ADVISORS, INC
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
BUSS CAPITAL MANAGEMENT, LLC
TREE CITY INVESTMENTS, INC.
BARRETT UPTON CAPITAL PARTNERS
CRESCENT GROVE ADVISORS
OPTIMUM RETIREMENT PLANNING LLC
ON INVESTMENT MANAGEMENT CO
FORUM FINANCIAL MANAGEMENT, LP

Investors

PETER VANSISE WRIGHT
CHRISTOPHER GEORGE SUTHERLAND
TANCUONG TRANDAI
Paul Michael Adams
Henry John Wanner
NIKOLAOS BALIS
Spencer Jerome Decker
JEFFREY GENE SWENO
JONATHAN QUINN DRIES
JAMES DAVID PATTIE
JONATHAN MICHAEL RIGONI
Darrel Patrick Rolls
Dustin Adam Decker
ANDREW J HOOLEY
Krassimira Marinkova
CAROL H. BUSS
HAL IRVING MARCUS
DANIEL FRANCIS WALSH
CAROL MILKE DIGMAN
Jason Turner Gunther
Allison Marie Ockwood
Kevin G. Rieger
Tommy Pirvu
Nicole Teresa Simmons
DUSTIN L WHITE
Michael John Brady
Samantha Pelligrino McGuire
MITCHELL ABRAHAM PROSK
GARY PATRICK GAWRYLESKI
Benjamin K Zwief
Sanders E Dargan
ROBERT TERRY PETERSON
JAMES MATTHEW WOOD
Gregg William George
NICHOLAS HENRY KOCHANSKI
CHRISTOPHER MICHAEL JAUCH
SHANNA M Venne
ANDREW SCOTT KREI
ERIC R SCHMITZ
DAVID SCOTT KEEVINS
ELIZABETH ANNE WATKINS
Luke Mathew Harris
Lawrence Stephen Pershing
BRUCE JAY FRIEDMAN
Kelly J Ipjian
JAMES ROBERT MURPHREE II
ALFRED ANDREW MARWEDE

Within 25 miles of Lake Forest, IL, Best Investors lists 457 registered investment advisory firms with 1,381 offices nearby, managing about $18.0T in combined regulatory AUM across 3,442,130 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Lake Forest

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM