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Best financial advisors in Bethalto, IL

Registered advisers within 25 miles of Bethalto, IL.

Offices
419
Firms
166
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.96M
2,961,995 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

LEGACY WEALTH PLANNING
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GENESIS WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INTEGRITY ALLIANCE, LLC.
UNIVERSAL FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
FINANCIAL PLANNING ADVISORS, INC.
COPPELL ADVISORY SOLUTIONS LLC

Investors

Anthony John Erzen
Sara Elizabeth Hinthorne
Brian Elliott Keister
JOSEF D CHIAPELLI
Joshua Charles Keister
Kenneth W. Harmon
Andrea L Kramer
David Lee Devall
Gregory Owen Frazier
Thomas G Lane
JON CHARLES PAYNE
WILLIAM JAMES KINKEL
REID MCMAHAN MORTENSEN
JACOB THOMAS LOWRY
DAVID EUGENE WIEGAND
DERIC DALE REES
James Augustus Pipkin
Robin Darlene Karpan
Barbara J. Craft
CHRISTOPHER ERIC HERZOG
BRENT ALLEN FULKERSON
COREY JAY MYERS
STEPHEN STRINNI
ALFRED JEFFREY HICKS
Timothy Aaron Epps
DWIGHT DAVID TUNGETT
Matthew Ernest Steffensmeier

Within 25 miles of Bethalto, IL, Best Investors lists 166 registered investment advisory firms with 419 offices nearby, managing about $12.8T in combined regulatory AUM across 2,961,995 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 Bethalto

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM