Best financial advisors in Athens, IL

Registered advisers within 25 miles of Athens, IL.

Offices

119

Firms

40

Combined AUM

$9.21T

Firm-wide filings, not assets booked only here

Clients

1.23M

1,233,829 clients when Item 5C has a number

Avg / client

$7.46M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

2555 E Andrew Rd
Sherman, IL 62684-9639

STATE FARM INVESTMENT MANAGEMENT CORP.

2585 E Andrew Rd
Sherman, IL 62684

EDWARD JONES

420 CROSSING STE 5
SHERMAN, IL 62684

EDWARD JONES

325 S 6TH ST
PETERSBURG, IL 62675-1601

STATE FARM INVESTMENT MANAGEMENT CORP.

122 E Jackson St
Petersburg, IL 62675-1563

EDWARD JONES

2404 WEST JEFFERSON SUITE A
SPRINGFIELD, IL 62702

12.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1200 W Jefferson St Ste A
SPRINGFIELD, IL 62702-3695

13.3 miles away

ADVANCED TRADER INVESTMENT ADVISORS, LLC.

319 E. MADISON SUITE 4G
SPRINGFIELD, IL 62701

13.4 miles away

LPL FINANCIAL LLC

850 E. MADISON
SPRINGFIELD, IL 62701

13.4 miles away

IPI WEALTH MANAGEMENT, INC.

117 GLASGOW DR.
SPRINGFIELD, IL 62702

13.6 miles away

CETERA INVESTMENT ADVISERS LLC

227 SOUTH SEVENTH STREET
SPRINGFIELD, IL 62701

13.7 miles away

CETERA INVESTMENT ADVISERS LLC

227 S 7TH ST
SPRINGFIELD, IL 62701

13.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2707 W Washington Ste. E
Springfield, IL 62702

13.7 miles away

OSAIC INSTITUTIONS, INC.

322 E. Capitol Ave
Springfield, IL 62701

13.8 miles away

WEALTH MANAGEMENT SERVICES,LLC

2 LAWRENCE SQUARE, SUITE B
SPRINGFIELD, IL 62704

14.1 miles away

WEALTH MANAGEMENT SERVICES,LLC

TWO LAWRENCE SQUARE SUITE 2B
SPRINGFIELD, IL 62704

14.1 miles away

WEALTH MANAGEMENT SERVICES,LLC

2 LAWRENCE SQUARE SUITE B
SPRINGFIELD, IL 62704

14.1 miles away

RAYMOND JAMES & ASSOCIATES, INC.

2532 Farragut Dr Ste #1
Springfield, IL 62704

14.1 miles away

CETERA INVESTMENT ADVISERS LLC

2659 W LAWRENCE AVENUE
SPRINGFIELD, IL 62704

14.1 miles away

EDWARD JONES

2353 WEST MONROE STREET
SPRINGFIELD, IL 62704

14.2 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

ADVANCED TRADER INVESTMENT ADVISORS, LLC.

LPL FINANCIAL LLC

IPI WEALTH MANAGEMENT, INC.

CETERA INVESTMENT ADVISERS LLC

OSAIC INSTITUTIONS, INC.

WEALTH MANAGEMENT SERVICES,LLC

RAYMOND JAMES & ASSOCIATES, INC.

Investors

Franklin B Wade

JENIFER ROSE SELLERS

Wendell Barrett Sheeley

Phillip Anthony Cox

Lucas Ryne Turner

John Edward Turnbull

Derek Russo Hensley

DAVID MICHAEL GUNDY

Giovanni Marchizza

JOSEPH LAWRENCE HUTMACHER

Kevan Alan Stapleton

BRADLEY J. PUNKE

Albert Oscar Eck

BRENT WILLIAM LEACH

HEATHER JOYCE KERN

JAMES PERRY Hogge

RANDY LEE TAYLOR

Troy Gordon Klunick

Carter Michael Leach

KATHERINE ANNE YOUNG

CHRISTOPHER MATTHEW PARKS

Lori Michelle Johnson

PATRICK THOMAS PHALEN

Christopher Karrick

AMY LYNN BARNES

JERALD T. BARKMEIER

DEBRA ANN PETERS

MATTHEW LOWELL BROCH

MICHELLE DARLENE ROHER

THOMAS MATTHEW RAY

Nicholas Michael McGhee

Within 25 miles of Athens, IL, Best Investors lists 40 registered investment advisory firms with 119 offices nearby, managing about $9.21T in combined regulatory AUM across 1,233,829 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 Athens

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM