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Best financial advisors in Carrollton, IL

Registered advisers within 25 miles of Carrollton, IL.

Offices
11
Firms
7
Combined AUM
$1.86T
Firm-wide filings, not assets booked only here
Clients
238K
238,416 clients when Item 5C has a number
Avg / client
$7.79M
Combined AUM ÷ clients

Nearby offices

Firms

LASALLE ST. INVESTMENT ADVISORS, L.L.C.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
BFC PLANNING, INC.
FIRST HEARTLAND CONSULTANTS, INC.
EXODUS WEALTH, LLC

Investors

SANDRA CATHERINE EVANS
Michael David Dixon
Bradley T McGill
Hugh Embley Allen
JOHN ROBERT WILLIAMS
SEAN MICHAEL NELSON
MARK WILLIAM SHADE
ANNE MARIE CLAYTON
Steven Mason Medford
Marcus Alan Renken
Scott David Schaefer
Sara Elizabeth Norman
PAUL GERARD HARDIN
Andrea Lynn Yoder
KATHLEEN ANN CARRICO
Jessica E Durand
MARK ANDREW YOUNG

Within 25 miles of Carrollton, IL, Best Investors lists 7 registered investment advisory firms with 11 offices nearby, managing about $1.86T in combined regulatory AUM across 238,416 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 Carrollton

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 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 LASALLE ST. INVESTMENT ADVISORS, L.L.C. 163 advisers $5.74B AUM 5 BFC PLANNING, INC. 190 advisers $3.84B AUM 6 FIRST HEARTLAND CONSULTANTS, INC. 42 clients · 98 advisers $2.09B AUM 7 EXODUS WEALTH, LLC 23 clients · 56 advisers $484M AUM