SEC-registered investment advisers in Lake Forest
8 SEC-registered investment advisers are headquartered in Lake Forest, IL, with $11.3B in combined regulatory assets under management. 6 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 8
- Investment advisers
- $11.3B
- Combined regulatory AUM
- 6
- Financial advisor firms
All 8 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Crescent Grove Advisors | RIA | $5.5B |
| RoundTable Healthcare Management | Private funds | $3.12B |
| Alley Investment Management | RIA | $907M |
| TSFG | RIA | $643M |
| North Shore Private Asset Management | RIA | $573M |
| Western Pacific Wealth Management | RIA | $206M |
| Barrett Upton Capital Partners | Private funds | $182M |
| Horizon Capital Management | RIA | $136M |
Lake Forest at a glance
Advisers headquartered here, by type
8
advisers
- Financial advisor firms (RIAs)$7.97B regulatory AUM6 (75%)
- Private fund managers$3.3B regulatory AUM2 (25%)
Other cities in Illinois
- Chicago346
- Naperville17
- Evanston15
- Downers Grove11
- Northbrook11
- Oak Brook11
- Northfield9
- Champaign7
- Schaumburg7
- Deerfield6
- Lisle6
- Oakbrook Terrace6