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Financial Advisors in Lake Forest, California

Our hand-picked list of 8 financial advisors serving Lake Forest, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Lake Forest

Financial professionals in Lake Forest should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Lake Forest

ALLEY COMPANY

272 MARKET SQUARE, LAKE FOREST, IL 60045

📞 (847) 482-••••

Augusta Financial

23161, Lake Center Dr, #130, Lake Forest, CA, 92630

📞 +1 949-382-••••

BARRETT UPTON CAPITAL PARTNERS

100 SOUTH SAUNDERS ROAD, LAKE FOREST, IL 60045

📞 (847) 752-••••

CRESCENT GROVE ADVISORS

100 SOUTH SAUNDERS ROAD, LAKE FOREST, IL 60045

📞 (847) 752-••••

G.W. SHERWOLD ASSOCIATES, INC.

22994 EL TORO RD, LAKE FOREST, CA 92630

📞 (949) 470-••••

HORIZON CAPITAL MANAGEMENT, LLC

ONE WESTMINSTER PLACE, LAKE FOREST, IL 60045

📞 (847) 738-••••

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

222 E. WISCONSIN AVE, LAKE FOREST, IL 60045

📞 (888) 375-••••

PRUDENT INVESTORS

22932 EL TORO RD., LAKE FOREST, CA 92630

📞 (760) 597-••••

Frequently Asked Questions

Where can I find financial advisors in Lake Forest, California?

Lake Forest, California has 8 financial advisors listed in our directory. ALLEY COMPANY is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Lake Forest?

Financial professionals in Lake Forest should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Lake Forest?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Lake Forest-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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