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Best financial advisors in Breese, IL

Registered advisers within 25 miles of Breese, IL.

Offices
169
Firms
57
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.97M
2,969,041 clients when Item 5C has a number
Avg / client
$3.60M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
M HOLDINGS SECURITIES, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
POWERS ADVISORY GROUP, LLC

Investors

Amy Louise Kruse
Luke Niemeyer
KELLY Angela ZURLIENE
NATHAN JAMES DUNCAN
STEVEN WALLACE KLOSTERMANN
James Edward Kueper
Jeremy Edward Kueper
MATTHEW WILLIAM BECKER
MICHAEL ANDREW CORACY
Logan Andrew Isaak
JEROME ANTHONY TIMMERMANN
Thomas F Scott
Cameron Jeffrey Brandmeyer
Steven Andrew Schultheis
PEGGY L. ELLIOTT
DAVID WAYNE BARGETZI
Kevin Michael Dewaele
Lisa Michelle Driscoll
Brian Dennis Becker
Hansel R Bermudez
Matthew James Armentrout
Carl William Dempsey
MICHAEL GERARD RIFFEL
CHAD EDWARD BURNS
MARK Joseph KORTE
Nicholas Dale Rutz
RICHARD GEORGE RINGWALD
MATTHEW THOMAS POWERS
Grant Matthew Fridley

Within 25 miles of Breese, IL, Best Investors lists 57 registered investment advisory firms with 169 offices nearby, managing about $10.7T in combined regulatory AUM across 2,969,041 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 Breese

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM