Investment adviser firms in LAKE FOREST, Illinois
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
8 firms · Source months shown: August 2026
- ALLEY INVESTMENT MANAGEMENT COMPANY, LLCCRD 317544 · LAKE FOREST, IL$907,186,338.00Regulatory AUM · August 2026
- BARRETT UPTON CAPITAL PARTNERS LLCCRD 326104 · LAKE FOREST, IL$182,250,000.00Regulatory AUM · August 2026
- CRESCENT GROVE ADVISORS, LLCCRD 170912 · LAKE FOREST, IL$5,504,086,413.00Regulatory AUM · August 2026
- HORIZON CAPITAL MANAGEMENT, LLCCRD 132113 · LAKE FOREST, IL$136,184,309.00Regulatory AUM · August 2026
- NORTH SHORE PRIVATE ASSET MANAGEMENT, LLCCRD 130132 · LAKE FOREST, IL$572,561,013.00Regulatory AUM · August 2026
- ROUNDTABLE HEALTHCARE MANAGEMENT, INCCRD 161235 · LAKE FOREST, IL$3,118,843,509.00Regulatory AUM · August 2026
- TSFG, LLCCRD 172555 · LAKE FOREST, IL$997,218,360.00Regulatory AUM · August 2026
- WESTERN PACIFIC WEALTH MANAGEMENT, LPCRD 152714 · LAKE FOREST, IL$205,539,281.00Regulatory AUM · August 2026