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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

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
ALERA INVESTMENT ADVISORS, LLC
DREAM CAPITAL ADVISORS, LLC
EPIPHANY CAPITAL
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PRISM PLANNING PARTNERS
HERITAGE LEGACY WEALTH LLC
J.P. MORGAN SECURITIES LLC
NADLER FINANCIAL GROUP, INC.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
E. A. HORWITZ LLC
EAGLE STRATEGIES LLC
PARK AVENUE SECURITIES LLC
EQUITABLE ADVISORS, LLC
CAPITAL RESOURCE MANAGEMENT,INC.

Investors

Viktor Holyanych
MICHAEL SPENCER BUTZ
STEVEN S KOPALA
Matthew J Peters
LOUIS Peter LEONE
FREDERIC WILLIAM AMBERG
TROY W HAUGEN
ROBERT KENNETH JANSON
BRIAN PATRICK COSTELLO
ANDREW ROBERT ADAMS
ERIC PHILIP ROSENBLOOM
BRIAN IAN CARLSON
BRADLEY STEVEN SHAPS
BRENT ELLIOT ROSEN
ADAM D BETTIS
MICHAEL JOHN MERRIMAN
MARY KATHERINE O'BRIAN
LOREN WEINTROB
MATTHEW TIMOTHY ROCKEFELLER
MARK CHRISTOPHER STRUBEL
JAIME HERRERA
Drew Switzer
Kyle W Holben
Kaleb Neil Cervantes
Jeffrey Bruce Anderson
ROBERT YASTROW
SAMUEL GERSH SADKHIN
LINDA MARIE SKOGLUND
MITCHELL A RATNOW
BRENT HOWARD NOVOSELSKY
DAVID MICHAEL PABIN
VINCENT EDWARD ZINSMEYER
RICHARD SCOTT LEVITZ
GIGI JEANMARIE VERREY
CLAY PETER HESSEL
DUANE EVERETT STEVENS
RONALD WILLIAM DEVON
Ethan Jeremy Rosenbloom
ANDREW NICHOLAS RINECK
Taylor Colin Young
Dalila Doris Toledo
MICHELE MARIE FARFAN
David Lehenbauer
PAMELA SUSAN DAVIS
LYNDSAY RACHEL KIM
JOSHUA ROBISON SORENSEN
Julie Gray
HOLLY KNIGHT
LIEREN MCNALLY TIMEUS
DBIE ANNA JOHNSON
PETER ANDREAS KLINKMUELLER
JAMES MATTHEW RAFELD
ALAN JEFFREY NERAD
Desteni Lynn Lawhorn
KENNETH ROBERT MAYER
Julissa Martinez
Lisa Marie Pogorzelski
ROBERT JAMES COOK
JOHN S CHOI
Connor Kody Schomig
SEAN GREGORY DUNNIGAN
RONALD A BERNSTEIN
DANIEL WILLIAM PETERS
BRANDON JAMES CLOUSE
NICOLE MARIE SULLIVAN
DAVID ELMHURST DO
Terrell Wilson
Hamza Akram
Anasavanh Sitthivong
Parinaz Ronaghi
ANDREW JAMES NIEBUR
PHILIP BERNARD SLOAN
TIMOTHY HERBERT HATTENDORF
Ari Max Nadler
Kimberly Tsarpalas Stacy
Nancy Jane Fehrenbach
REBECCA SARAH RAFF
William Paul Clark
Eric James Miller
Cynthia Louise Schulze
Alan Robert Chambers
Gregory William Foss
Samuel Michael Velblum
MICHAEL AARON NADLER
KATIE MARIE KRASE
DAVID KAIFEL ROSENBERG
Zachary John Zewiske
DEAN MARK RATTIN
JAMES WARREN LARSON
TAREK ESSERAIDI
Pei Liu
Jakob Tyler Horwitz
Edward Alan Horwitz
Robert Wayne Youman
Ashley Elizabeth Armenta
Joan Marie Zimniewicz
TODD GORDON OLDHAM
NORMAN JANIS
GARY ALLEN ERICKSON
RONALD CRAIG DICKSTEIN
CHRISTOPHER JOHN VIVEIROS
JEFFREY TERRENCE GRAFF
JOHNATHAN BLAKE WORRELLS
MARY-CLAIRE C MEEHAN
ZACHARY JAMES DOMBROWSKI
GEORGE JAMES COSTAKIS
BARRY LEONARD FINKELSTEIN
STEVEN RICHARD BLOCK
KIRK RICHARD JOHNSON
Merrick Robison
JEREMY S KNOBEL
SETH DAVID HOLZWARTH
SAMUEL MARTIN POLLACK
JAY M POLLACK
JEFFREY GERARD GUNDRUM
DANIEL ROBERT LIEBERS
MAHUA CHAKRABORTY
Brandon Marcus Brocato
STEVEN GERARD GUNDRUM
JEFFREY ALEN AUERBACH
Michael Robert Schachner
Robert Thomas Schachner
SHERWIN DAVID KOREY

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