CRESCENT GROVE ADVISORS
Lake Forest, IL
AUM
$5.50B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
847-752-0292
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IL, LAKE FOREST
14 advisers found
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
Lake Forest, IL
AUM
$3.12B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
847-739-3200
TSFG, LLC
Lake Forest, IL
AUM
$997.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-735-7100
ALLEY COMPANY
Lake Forest, IL
AUM
$907.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
847-482-0938
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
Lake Forest, IL
AUM
$572.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-375-4918
WESTERN PACIFIC WEALTH MANAGEMENT, LP
Lake Forest, IL
AUM
$205.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(847) 987-8015
BARRETT UPTON CAPITAL PARTNERS
Lake Forest, IL
AUM
$182.3M
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
8477520292
HORIZON CAPITAL MANAGEMENT, LLC
Lake Forest, IL
AUM
$136.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
847-738-0801
OPTIMUM RETIREMENT PLANNING LLC
Lake Forest, IL
AUM
$85.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
847-497-5935
NORTH SHORE CAPITAL GROUP INVESTMENT ADVISORS, INC
Lake Forest, IL
AUM
$38.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
847-735-9200
WRIGHT BENEFIT ADVISORS INC.
Lake Forest, IL
AUM
$31.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(847) 996-6900
BUSS CAPITAL MANAGEMENT, LLC
Lake Forest, IL
AUM
$29.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
312-231-4490
OBAR WEALTH MANAGEMENT LLC
Lake Forest, IL
AUM
$2.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(847) 613-1282
TREE CITY INVESTMENTS, INC.
Lake Forest, IL
AUM
$49.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
847-668-1120
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