Falists

Illinois · 15 advisers

Financial Advisors in Lake Forest, Illinois

Looking for a financial advisor in Lake Forest, Illinois? Falists indexes 15 SEC-registered and state-registered investment advisers in Lake Forest — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 14 firms list a website you can visit directly. Firms in this directory manage up to $5.50B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

15

With website

14

Largest AUM

$5.50B

Financial planning

9

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth14Planning9Trusts12Retirement5Institutional6

Top advisors in Lake Forest

Ranked by AUM · Fees, team & specialties at a glance

View all 15 →

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

Full profileVisit site →

More cities in Illinois

Chicago (526)Naperville (40)Northbrook (32)Oak Brook (21)Evanston (18)Northfield (17)Downers Grove (14)Wheaton (14)Schaumburg (13)Barrington (11)Hinsdale (11)Lisle (11)

Common questions

How many financial advisors are in Lake Forest, Illinois?
15 registered investment advisers are listed in our Lake Forest directory, sourced from public SEC filings.
What types of advisors are in Lake Forest?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Lake Forest?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.