Best financial advisors in Erie, IL

Registered advisers within 25 miles of Erie, IL.

Offices

138

Firms

52

Combined AUM

$10.7T

Firm-wide filings, not assets booked only here

Clients

2.45M

2,450,279 clients when Item 5C has a number

Avg / client

$4.36M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

341 Washington St
Prophetstown, IL 61277-1146

PFS INVESTMENTS INC.

12729 WOLF RD STE A
GENESEO, IL 61254

11.5 miles away

PFS INVESTMENTS INC.

12729 WOLF RD
GENESEO, IL 61254

11.5 miles away

CREATIVEONE WEALTH, LLC

201 N Main Suite #2
Port Byron, IL 61275

EDWARD JONES

125 NORTH MAIN STREET
PORT BYRON, IL 61275

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

2304 N. WASHINGTON BLVD.
CAMANCHE, IA 52730

12.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1801 Lincoln Way
Clinton, IA 52732

12.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

117 E MAIN ST
MORRISON, IL 61270

EDWARD JONES

116 EAST MAIN STREET SUITE A
MORRISON, IL 61270

CETERA INVESTMENT ADVISERS LLC

301 E MAIN ST
MORRISON, IL 61270

STATE FARM INVESTMENT MANAGEMENT CORP.

826 S 4th St
Clinton, IA 52732

13.2 miles away

VITAL CAPITAL LLC

132 6TH AVENUE SOUTH
CLINTON, IA 52732

13.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

220 5th Avenue South
Clinton, IA 52732

13.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

117 4TH AVE S
CLINTON, IA 52732

13.4 miles away

U.S. BANCORP ADVISORS, LLC

405 S 3rd St
Clinton, IA 52732

13.5 miles away

EDWARD JONES

1103 Canal Shore Dr SW
Le Claire, IA 52753-7602

13.6 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

209 W Exchange St
Geneseo, IL 61254

14.1 miles away

EDWARD JONES

105 SOUTH CHICAGO STREET
GENESEO, IL 61254

14.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

100 S STATE ST
GENESEO, IL 61254

14.2 miles away

EDWARD JONES

927 N 2ND STREET
CLINTON, IA 52732

14.2 miles away

Firms

PFS INVESTMENTS INC.

CREATIVEONE WEALTH, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

VITAL CAPITAL LLC

U.S. BANCORP ADVISORS, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

Investors

DALE R GIDDINGS

BRYAN JAMES PAYTON

Jacob Dean Hines

KIMBERLY ANN STOLL

PETER ERIC HEMBROUGH

Tonya M Wiersema

Dylan Robert Devers

NATHAN COLE WELLS

JOSEPH IRVIN WELLS

Michael David O'Keefe

PATRICK THOMAS LONERGAN

CAREY YEARY HILBURN

JULIAN MITCHELL ARNDT

DAVID EUGENE BUTCHER

Katie Ann Rothenberger

STEVEN JAMES NAPOLITANO

KERRY DALE TOPOROWSKI

Shawn Scott Lorion

Richard Clark Turner

Timothy Alan Lane

Gregory David Timmerman

Douglas Robert Curran

Adam T Cernovich

RICHARD LEE CHARLET

TRICIA LYNN VANDERSNICK

ETHAN JOHN ESSER

Graham Patrick Timion

Within 25 miles of Erie, IL, Best Investors lists 52 registered investment advisory firms with 138 offices nearby, managing about $10.7T in combined regulatory AUM across 2,450,279 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 Erie

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