City
Wealth management firms in Lake Forest, Illinois
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Lake Forest, Illinois reported $8.2 billion in regulatory assets under management; the largest by assets was Crescent Grove Advisors, with $5.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $8.2 billion
- Average per firm
- $682.8 million
- SEC-registered, of those listed
- 6 of 12 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Crescent Grove Advisors | SEC | $5.5 billion | 382 |
| 2 | Alley Company | SEC | $907.2 million | 486 |
| 3 | TSFG, LLC | SEC | $642.8 million | 1,718 |
| 4 | North Shore Private Asset Management, LLC | SEC | $572.6 million | 449 |
| 5 | Western Pacific Wealth Management, LP | SEC | $205.5 million | 33 |
| 6 | Horizon Capital Management, LLC | SEC | $136.2 million | 40 |
| 7 | Pac Capital, LLC | State | $72.9 million | 171 |
| 8 | Tree City Investments, Inc. | State | $49.1 million | 61 |
| 9 | North Shore Capital Group Investment Advisors, Inc | State | $38.1 million | 481 |
| 10 | Gambit Asset Management | State | $33.2 million | 76 |
| 11 | Buss Capital Management, LLC | State | $29.6 million | 81 |
| 12 | Obar Wealth Management LLC | State | $2.3 million | 17 |
Wealth management firms in Illinois, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.