Crescent Grove Advisors is an independent, 100% employee-owned Registered Investment Advisor (RIA). We provide investment management, tax planning, estate planning, philanthropic planning, and other wealth management services to individuals and families with complex financial needs.
As of June 30, 2026, Crescent Grove Advisors oversees more than $5.8 billion in client assets for approximately 400 clients.
Crescent Grove Advisors works with clients across a wide range of wealth levels, from approximately $1 million to $1 billion. We have particular expertise serving ultra-high-net-worth individuals and families with complex investment, tax, estate, and planning needs.
Our clients include ultra-high-net-worth individuals and families, multigenerational families, business owners, corporate executives, professionals, and others with complex financial needs.
Yes. As a Registered Investment Advisor, Crescent Grove Advisors is subject to fiduciary obligations, including duties of care and loyalty, when providing investment advice to clients.
Yes. Tax planning is an important part of wealth management for many Crescent Grove clients. We offer in-house tax preparation for clients who choose that service and also regularly coordinate with outside CPA firms.
Yes. Crescent Grove Advisors helps clients develop and implement estate planning strategies designed to preserve wealth, manage estate taxes, and facilitate the transfer of assets across generations. We also coordinate with clients' attorneys and other outside professionals when appropriate.
Crescent Grove Advisors helps clients integrate charitable giving into their broader wealth plans. Depending on a client's goals, strategies may include donor-advised funds, private foundations, charitable trusts, direct gifts, and other philanthropic structures.
Fees are transparent and customized based on the services provided and the complexity of each client relationship. All advisory fees are disclosed to clients before an engagement begins.
Crescent Grove Advisors is headquartered in Lake Forest, Illinois, just north of Chicago. We also have offices in Milwaukee, Wisconsin, and Atlanta, Georgia, and serve clients across the United States, including clients in nearly every state.
The Crescent Grove team includes professionals with a broad range of advanced degrees and professional designations, including MBAs, JDs, and LL.M.s, as well as CFA charterholders, CPAs, CFP® professionals, and CDPs.
Yes. Crescent Grove Advisors has an in-house investment research team that sources and evaluates investment managers across both public and private markets.
In addition to mutual funds, ETFs, separately managed accounts, and other traditional investment vehicles, we provide qualified clients with access to alternative investments that may include private equity, venture capital, real estate, and other private market strategies. Access to individual investments depends on factors including suitability, eligibility, liquidity, and a client's overall portfolio.
Crescent Grove Advisors does not provide, and is not responsible for, any product, service or content available at third-party sites, nor does the CGA Privacy Policy apply to such sites. Please consult the Privacy Policy available for external or linked sites for further information.
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