We’re excited to share that Financial Advisor Magazine has named Lake Street as one of America’s top Registered Investment Advisors for 2024! This is an important milestone for us, especially as we celebrate our first year of surpassing one billion dollars in assets under management. We’re extremely proud of this achievement and will keep working […]
We are proud to announce that Lake Street has been recognized as one of the Best Financial Advisory Firms in 2024 by USA Today. The selection process involved feedback from over 25,000 individuals, including financial advisors, clients, and industry experts, who recommended firms they found commendable. This title highlights Lake Street’s esteemed reputation within the […]
Lake Street is proud to announce that our co-founder and managing partner, Justin Terzo, has been recognized as part of the 2024 Forbes “Best-In-State Wealth Advisors” list. For the 5th year in a row, Justin stands out among an elite group of advisors, who showcase their profound understanding of market dynamics, investment strategies, and personalized […]
We are proud to announce that Lake Street has been ranked as one of America’s top RIAs by Financial Advisor Magazine for 2023. The criteria is based on assets under management as of the previous year end. This recognition is an exhibit of the hard work and dedication by our team. A big thank you […]
We are humbled and grateful to be appointed in the second annual Forbes/Shook Top RIA list, which recognizes the top 250 advisory firms in America out of an impressive 42,643 nominations received! The comprehensive selection process involves rigorous evaluations, including qualitative and quantitative metrics such as years of experience, assets under management, client retention rates, […]
We are proud to announce that Lake Street has been named one of the Best Financial Advisory Firms of 2023 by USA Today. One of the criteria was based on peer recommendations from other financial advisors. This recognition is a true testament to the culture we are building and our unwavering dedication to providing exceptional […]
Congratulations to Lake Street’s own, Justin M. Terzo, CPA, for being named to the 2021 Forbes “Top Next-Generation Wealth Advisors” list! Justin is ranked 5th in Illinois, and it is his 3rd time receiving this recognition. The Forbes Next-Generation Wealth Advisor list is awarded to the top 500 advisors in the county who represent the […]
Anuj brings deep industry knowledge to the group having served in many facets of asset and wealth management the past 20 years; the last eight with Wells Fargo. “We continue to see the most talented advisors leaving the wirehouses for independence. Carrying the label of a fiduciary and operating in an environment without conflicts of […]
Position: Tax Manager Job Description: Lake Street is looking for an experienced tax professional with an entrepreneurial spirit to help launch “Lake Street Tax & Family Office Services” to complement our rapidly growing wealth management business. Lake Street is approaching $1 billion in client assets under management, representing 400 households across 37 states. This individual […]
Lake Street co-founder and managing partner, Justin Terzo, has been named to the 2021 Forbes “Best-In-State Wealth Advisors” list. Justin is honored and humbled to receive such national recognition two years in a row. This award encompasses the highest quality advisors across the country who strive to make a positive, long-lasting impact on the lives […]
