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Best financial advisors in Columbia Heights, IL

Registered advisers within 25 miles of Columbia Heights, IL.

Offices
20
Firms
11
Combined AUM
$2.74T
Firm-wide filings, not assets booked only here
Clients
352K
352,041 clients when Item 5C has a number
Avg / client
$7.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
CG ADVISORY SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
MIDWESTERN SECURITIES TRADING COMPANY, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BENJAMIN F. EDWARDS & COMPANY, INC.

Investors

Christopher Lee Hroziencik
JEAN IAFRATE SCHNEIDER
Travis J Downs
TIMOTHY ROY LOVING
Elijah Timothy Loving
MARK THOMAS MANGIERI
THOMAS JOHN DUNKER
MARY KAY NORTH
LANCE CHRISTOPHER ATEN
Daniel Mark Sharp
ROBERT WAYNE WILLIAMS
Caleb Plattner
ERIC MATTHEW GRANT
JOHN WILLIAM HERMAN
ROBERT CLAIRE POTTER
Jeremy T Downin
JENNIFER LUAN PITTMAN
ADAM JAMES TURNER
Hailee Sue Meyer
David R Carlson
Daniel Bryan Butler
Jason Carl O'Brien
Benjamin J Schmidt
JOHN MARTIN CROCK
Todd Van Velsor
Ryan Joseph Painter
Jason Stephen Spanhook
Maggie Marie Connell
THOMAS MICHAEL CONKLIN
Tami M Christian

Within 25 miles of Columbia Heights, IL, Best Investors lists 11 registered investment advisory firms with 20 offices nearby, managing about $2.74T in combined regulatory AUM across 352,041 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 Columbia Heights

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 BENJAMIN F. EDWARDS & COMPANY, INCORPORATED 23 clients · 519 advisers $18.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM