Best Financial Advisors in LAKE FOREST, Illinois
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in LAKE FOREST
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
LAKE FOREST, IL · Since 2015
HORIZON CAPITAL MANAGEMENT, LLC
LAKE FOREST, IL · Since 2025
WESTERN PACIFIC WEALTH MANAGEMENT, LP
LAKE FOREST, IL · Since 2010
BARRETT UPTON CAPITAL PARTNERS
LAKE FOREST, IL · Since 2023
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 Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.