Best financial advisors in Appleton, IL

Registered advisers within 25 miles of Appleton, IL.

Offices

27

Firms

14

Combined AUM

$2.97T

Firm-wide filings, not assets booked only here

Clients

409K

408,701 clients when Item 5C has a number

Avg / client

$7.27M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

44 North Seminary Street
GALESBURG, IL 61401-0000

13.4 miles away

CETERA INVESTMENT ADVISERS LLC

420 N SEMINARY ST
GALESBURG, IL 61401

13.5 miles away

EDWARD JONES

506 Knox Square Dr Suite 9
Galesburg, IL 61401

13.5 miles away

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

311 EAST MAIN STREET SUITE 517
GALESBURG, IL 61401

13.5 miles away

CG ADVISORY SERVICES

250 East Main St. Suite 117
Galesburg, IL 61401

13.6 miles away

MIDWESTERN SECURITIES TRADING COMPANY, LLC

2558 NORTH SEMINARY STREET
GALESBURG, IL 61401

13.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

101 E Main St
Galesburg, IL 61401

13.7 miles away

LPL FINANCIAL LLC

21 E. MAIN STREET THE FARMERS & MECHANICS BANK
GALESBURG, IL 61401-4525

13.7 miles away

LPL FINANCIAL LLC

128 N BROAD ST
GALESBURG, IL 61401

13.8 miles away

BENJAMIN F. EDWARDS & COMPANY, INC.

40 PARK PLAZA
GALESBURG, IL 61401

14.1 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

451 N Henderson St
Galesburg, IL 61401

14.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

336 N Henderson St
Galesburg, IL 61401

14.4 miles away

STIFEL, NICOLAUS & COMPANY, INCORPORATED

1181 N. HENDERSON STREET
GALESBURG, IL 61401

14.5 miles away

LPL FINANCIAL LLC

1230 N. HENDERSON ST
GALESBURG, IL 61401-1511

14.5 miles away

EDWARD JONES

1472 N HENDERSON ST
GALESBURG, IL 61401

14.5 miles away

EDWARD JONES

1980 NATIONAL BLVD
GALESBURG, IL 61401-1487

14.5 miles away

EDWARD JONES

171 E VERNON ST
Farmington, IL 61531-1257

17.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1014 E. Fort St
Farmington, IL 61531

18.1 miles away

EDWARD JONES

401 TENNEY STREET SUITE 101
KEWANEE, IL 61443

21.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

106 E McClure St
Kewanee, IL 61443-3404

21.8 miles away

Firms

CETERA INVESTMENT ADVISERS LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CG ADVISORY SERVICES

MIDWESTERN SECURITIES TRADING COMPANY, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

BENJAMIN F. EDWARDS & COMPANY, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Christopher Lee Hroziencik

Daniel Mark Sharp

JEAN IAFRATE SCHNEIDER

TIMOTHY ROY LOVING

Elijah Timothy Loving

ERIC MATTHEW GRANT

MARK THOMAS MANGIERI

THOMAS JOHN DUNKER

LANCE CHRISTOPHER ATEN

JOHN MARTIN CROCK

ROBERT WAYNE WILLIAMS

JOHN WILLIAM HERMAN

ROBERT CLAIRE POTTER

Jeremy T Downin

JENNIFER LUAN PITTMAN

ADAM JAMES TURNER

Hailee Sue Meyer

David R Carlson

Daniel Bryan Butler

Jason Carl O'Brien

Benjamin J Schmidt

Todd Van Velsor

Maggie Marie Connell

THOMAS MICHAEL CONKLIN

Tami M Christian

Patrick Curran Kolata

MICHAEL DENNIS NICHOLS

Within 25 miles of Appleton, IL, Best Investors lists 14 registered investment advisory firms with 27 offices nearby, managing about $2.97T in combined regulatory AUM across 408,701 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Appleton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 BENJAMIN F. EDWARDS & COMPANY, INCORPORATED 23 clients · 519 advisers $18.9B AUM