Financial Advisor Magazine – America’s Top RIA Firms 2023

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 […]

Annual Forbes/Shook Top RIA List

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, […]

USA Today’s Best Financial Advisory Firms of 2023

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 […]

LAKE STREET WELCOMES BRIAN DEGRADO AND STEVE WEBER

Lake Street is excited to welcome private wealth veterans, Brian DeGrado and Steve Weber, to the team!   Brian will join the firm as a Senior Vice President with 20+ years of experience counseling ultra-high net worth individuals and their families.  Steve has been working alongside Brian the past year 5 years at both JPMorgan and […]

JUSTIN TERZO RECOGNIZED IN 2021 FORBES “TOP NEXT-GENERATION WEALTH ADVISORS” LIST

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 […]

LAKE STREET WELCOMES ANUJ GROVER

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 […]

Join Our Growing Team!

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 […]

Justin Terzo Recognized In 2021 Forbes “Best-In-State Wealth Advisors” List

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 […]

Lake Street Welcomes Ryan Todd

Lake Street is excited to welcome Ryan N. Todd, CFP® to the team!  “Ryan joins us from a familiar background at Merrill and brings extensive industry experience in financial services to the firm,” says Joe Stock, managing partner.   “As we continue to expand our advisor base, he will be a tremendous asset to the clients […]

Justin Terzo Recognized in 2020 Forbes “ Top Next-Gen Wealth Advisors” List

Lake Street is proud to announce that our co-founder and managing partner, Justin Terzo, has been selected to the 2020 Forbes “Top Next-Gen Wealth Advisors” list.  This list represents the top 500 next generation wealth advisors across the country.  Of the 26 advisors recognized in the state of Illinois, Justin ranks in the Top 10.  […]