Best Investors Account Sign in

Best financial advisors in Assumption, IL

Registered advisers within 25 miles of Assumption, IL.

Offices
41
Firms
16
Combined AUM
$4.54T
Firm-wide filings, not assets booked only here
Clients
647K
646,661 clients when Item 5C has a number
Avg / client
$7.01M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TREXLER FINANCIAL ADVISORS LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
CSH INVESTMENT MANAGEMENT
LPL FINANCIAL LLC
IPI WEALTH MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Benjamin James Moore
Jessica Fritcher
JARED MICHAEL TREXLER
CHAD B SUTTON
KRISTEN M. HARTMAN
Travis Jon Magoulias
Nicole Anne Helm
Blaine Patrick Lacy
JEREMY R JOKISCH
Kerri Lynn Austwick
Tad Allen Mayhall
Connor Metcalfe
ROBBIE IVAN JOHNSON
CHARLES STEVE HENRY
Bradley Alan Davis
Blake Davis
CESAR G SISON
ANDREW KENNETH ALEPRA
JORDAN MICHAEL COLBROOK
JERRY ROY YOCKEY
Joshua Nuss
JOHN LEONARD VANDERBURGH
CALEB JONATHAN SMOES
ANDREW JAMES MCDOWELL
JOHN RYAN KENNEDY
JOHN DAVID FOLEY
Travis Alan Roach
JAMES JEFFREY MCATEE
Timothy Gene Sadler
Hannah Coffey
Joshua Reams

Within 25 miles of Assumption, IL, Best Investors lists 16 registered investment advisory firms with 41 offices nearby, managing about $4.54T in combined regulatory AUM across 646,661 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 Assumption

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM