Crescent Grove Advisors, LLC

Crescent Grove Advisors, LLC (CRD# 170912) is a financial advisory firm headquartered in Lake Forest, IL. They manage $1,644,716,241 in 1,353 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,645
    MILLION
  • Total Number of Accounts
    1,353
    ACCOUNTS
  • Average Account Value
    $1,215,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, MN, NH, TX, VA, WI

Financial Advisors at Crescent Grove Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Alan E. Cheskey
CRD#: 1346533
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

Alan Cheskey (CRD# 1346533) is an Investment Advisor Representative working at Crescent Grove Advisors, LLC in Lake Forest, IL and has over 30 years of experience in the finance industry.

2
Gary P. Gawryleski
CRD#: 4887855
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

Gary Gawryleski (CRD# 4887855) is an Investment Advisor Representative working at Crescent Grove Advisors, LLC in Lake Forest, IL and has over 11 years of experience in the finance industry.

3
Gregg W. George
CRD#: 2962011
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

Gregg George (CRD# 2962011) is an Investment Advisor Representative working at Crescent Grove Advisors, LLC in Lake Forest, IL and has over 18 years of experience in the finance industry.

4
Christopher M. Jauch
CRD#: 4648610
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

Christopher Jauch (CRD# 4648610) is an Investment Advisor Representative working at Crescent Grove Advisors, LLC in Lake Forest, IL and has over 13 years of experience in the finance industry.

5
David S. Keevins
CRD#: 2194433
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

David Keevins (CRD# 2194433) is an Investment Advisor Representative working at Crescent Grove Advisors, LLC in Lake Forest, IL and has over 24 years of experience in the finance industry.

6
Nicholas H. Kochanski
CRD#: 4608208
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

Nicholas Kochanski (CRD# 4608208) is an Investment Advisor Representative working at Crescent Grove Advisors, LLC in Lake Forest, IL and has over 13 years of experience in the finance industry.

7
Andrew S. Krei
CRD#: 5967208
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

Andrew Krei (CRD# 5967208) is an Investment Advisor Representative working at Crescent Grove Advisors, LLC in Lake Forest, IL and has over 5 years of experience in the finance industry.

8
Mitchell A. Prosk
CRD#: 4170500
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

Mitchell Prosk (CRD# 4170500) is an Investment Advisor Representative working at Crescent Grove Advisors, LLC in Lake Forest, IL and has over 16 years of experience in the finance industry.

9
James M. Wood
CRD#: 2781526
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

James Wood (CRD# 2781526) is an Investment Advisor Representative working at Crescent Grove Advisors, LLC in Lake Forest, IL and has over 20 years of experience in the finance industry.

10
Donald A. Wright
CRD#: 4187472
3399 Peachtree Road Ne, Suite 1700, Atlanta, GA 30326
93
Wealthminder
score

Donald Wright (CRD# 4187472) is an Investment Advisor Representative working at Crescent Grove Advisors, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.