Best Financial Advisors in LAKE FOREST, Illinois
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in LAKE FOREST
WESTERN PACIFIC WEALTH MANAGEMENT, LP
LAKE FOREST, IL · Since 2010
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
LAKE FOREST, IL · Since 2015
BARRETT UPTON CAPITAL PARTNERS
LAKE FOREST, IL · Since 2023
HORIZON CAPITAL MANAGEMENT, LLC
LAKE FOREST, IL · Since 2025
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
LAKE FOREST, IL · Since 2012
CRESCENT GROVE ADVISORS
LAKE FOREST, IL · Since 2014
TSFG, LLC
LAKE FOREST, IL · Since 2015
ALLEY COMPANY
LAKE FOREST, IL · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in LAKE FOREST?
The median advisory fee in LAKE FOREST, IL is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.