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Financial advisors in Lake Forest, IL

Looking for a financial advisor in Lake Forest, IL? We list 142 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

142Advisors with offices here
22Median years of experience
64%At fee-only firms
41Firms represented

Largest firms here: Crescent Grove Advisors (15), Stifel, Nicolaus & Company, Incorporated (12), RBC Capital Markets, LLC (12).

Nearby: Lake Bluff, Highwood, Highland Park, Deerfield, Lincolnshire, Libertyville, Vernon Hills, Northbrook.

Filter and map these advisors

Morgan Stanley
47yrs
Francis L Kirby III
Financial advisor
207 East Westminster Suite 300
Lake Forest, IL 60045
Top advisor for experience in Lake Forest
Fiduciary
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North Shore Private Asset Management
46yrs
Mark Francis Saran
Financial advisor
222 E. Wisconsin AVE Suite 102
Lake Forest, IL 60045
Top 1% for experience nationwide
FiduciaryFee-only firm
Call Directions
RBC Capital Markets
45yrs
John Joseph Birkhauser
Financial advisor
950 N. Western Avenue Suite 200
Lake Forest, IL 60045
Top 1% for experience nationwide
FiduciaryFee-only firm
Call Directions
Morgan Stanley
43yrs
Joseph Francis Egan
Financial advisor
207 East Westminster Suite 300
Lake Forest, IL 60045
Top 1% for experience nationwide
Fiduciary
Call Directions
Wells Fargo Advisors
43yrs
Steven Esposito
Financial advisor
100 N. Field Drive Suite 120
Lake Forest, IL 60045
Top 2% for experience in Illinois
Fiduciary
Call Directions
Morgan Stanley
42yrs
Glenn G Arnold
Financial advisor
207 East Westminster Suite 300
Lake Forest, IL 60045
Top 2% for experience in Illinois
Fiduciary
Call Directions
Stifel, Nicolaus &
41yrs
Michael Charles Purdy
Financial advisor
100 North Field Drive, Suite 340
Lake Forest, IL 60045
Top 2% for experience in Illinois
Fiduciary
Call Directions
Janney Montgomery Scott
41yrs
Edward Thomas Kennedy III
Financial advisor
225 East Deerpath Road Suite 200
Lake Forest, IL 60045
Top 3% for experience in Illinois
Fiduciary
Call Directions
Stifel, Nicolaus &
41yrs
Maurice James Griffin
Financial advisor
100 North Field Drive, Suite 340
Lake Forest, IL 60045
Top 3% for experience in Illinois
Fiduciary
Call Directions
Stifel, Nicolaus &
40yrs
Patrick Michael Hoch
Financial advisor
100 North Field Drive, Suite 340
Lake Forest, IL 60045
Top 4% for experience in Illinois
Fiduciary
Call Directions
Western Pacific Wealth Management
40yrs
Roger Lane Johnson
Financial advisor
263 Market Square, Suite B
Lake Forest, IL 60045
Top 4% for experience in Illinois
FiduciaryFee-only firm
Call Directions
LPL Financial
39yrs
Jeffrey Gene Sweno
Financial advisor
959 South Waukegan Road
Lake Forest, IL 60045
Top 4% for experience in Illinois
FiduciaryFee-only firm
Call Directions
North Shore Private Asset Management
38yrs
William Newton Gregg
Financial advisor
222 E. Wisconsin AVE Suite 102
Lake Forest, IL 60045
Top 5% for experience in Illinois
FiduciaryFee-only firm
Call Directions
Wells Fargo Advisors
37yrs
Gregory Allen Wells
Financial advisor
100 N. Field Drive Suite 120
Lake Forest, IL 60045
Top 6% for experience in Illinois
Fiduciary
Call Directions
Tree City Investments
37yrs
Carol Milke Digman
Financial advisor
500 N. Western Ave. Suite 202
Lake Forest, IL 60045
Top 6% for experience in Illinois
FiduciaryFee-only firm
Call Directions
Tsfg
36yrs
Daniel Joseph Bouska
Financial advisor
1052 N. Western Ave.
Lake Forest, IL 60045
Top advisor for experience at Tsfg
FiduciaryFee-only firm
Call Directions
Tsfg
36yrs
Daniel Mark Nagel
Financial advisor
1052 N Western Avenue
Lake Forest, IL 60045
Top 6% for experience in Illinois
FiduciaryFee-only firm
Call Directions
Alley
36yrs
Steven James Alley
Financial advisor
272 Market Square Suite 214
Lake Forest, IL 60045
Top advisor for experience at Alley
FiduciaryFee-only firm
Call Directions
Cetera Investment Advisers
35yrs
Clara Sue Bogen
Financial advisor
Lake Forest, IL
Top 8% for experience in Illinois
CFP®FiduciaryFee-only firm
Call Directions
Buss Capital Management
35yrs
Hal Irving Marcus
Financial advisor
250 E. Illinois Road Suite 4
Lake Forest, IL 60045
Top 8% for experience nationwide
FiduciaryFee-only firm
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read