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Best financial advisors in Burlington, IL

Registered advisers within 25 miles of Burlington, IL.

Offices
451
Firms
149
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.56M
2,562,429 clients when Item 5C has a number
Avg / client
$5.17M
Combined AUM ÷ clients

Nearby offices

Firms

SIMPLICITY WEALTH
EDWARD JONES
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CANTLON FINANCIAL PLANNING LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
KNOBLE, LARRY H.
BENSON ADVISORY SERVICES & ASSET MANAGEMENT

Investors

Matthew Frank Krueger
Joshua Robert Kubiak
Brittany Lee Starkey
McKenna E Marcinkowski
PAUL DANIEL LONER
LUKE WESLEY HRYSZCZUK
DONALD ROBERT SKADOW
BRENDON KERRY GALLAGHER
TROY ALBERT OATES
THOMAS EDWARD GUYETT
JEFFREY MICHAEL KEICHER
JUSTIN WILLIAM GIFFORD
Jacob Richard Lewandowski
GREG THOMAS LEWANDOWSKI
David Craig Marshall
Robert Mack Gajewski
Sheldon Ray Clark
Brad S. Anders
Iviz I Loucks
CHAD ALLEN RADTKE
PATRICIA COLLEEN WILSON
Kevin James Sullivan
Travis W Thompson
MARK GERALD OVERBY
Wendy L Corcoran
Michael Donald McKay
Kelly R McKay
Ryan Donald Genz
JEFFREY ALAN BENSON
LARRY HENERY KNOBLE

Within 25 miles of Burlington, IL, Best Investors lists 149 registered investment advisory firms with 451 offices nearby, managing about $13.2T in combined regulatory AUM across 2,562,429 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 Burlington

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM