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Best financial advisors in Evanston, IL

Registered advisers within 25 miles of Evanston, IL.

Offices
2,568
Firms
1,084
Combined AUM
$31.7T
Firm-wide filings, not assets booked only here
Clients
5.50M
5,503,111 clients when Item 5C has a number
Avg / client
$5.75M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
STRATEGIC ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
SIENA CAPITAL PARTNERS GP, LLC
GROSSE POINT CAPITAL MANAGEMENT
MUTUAL ADVISORS, LLC
BLUE SKY INVESTMENT PARTNERS, INC.
URBAN FINANCIAL ADVISORY CORPORATION
LPL FINANCIAL LLC
MAGNETAR ASSET MANAGEMENT LLC
FIDUS INVESTMENT ADVISORS, LLC
PLUSCIOS MANAGEMENT LLC
MAGNETAR FINANCIAL LLC
INDUSTRIAL OPPORTUNITY PARTNERS, LLC
ZIMMERMAN WEALTH MANAGEMENT, LLC
SAVANT WEALTH MANAGEMENT

Investors

Jason Robert Douglas
TREVOR JOSEPH WURTZEBACH
Ted Nelson
LAURA ANN DRIVER
JARED JT TELLO
SAMUEL A. BRAUN
REBECCA KIERAN
JOSHUA R. FARMER
MELISSA MESTROVICH
CHRISTOPHER FREDERICK ZERBST
BRIAN JAMES KEARNS
MICHAEL ROBERT WILLMAN
STEVEN DOUGLAS URBAN
ANTHONY A GACS
Mark A. Luperini
CHELSEA ELIZABETH HEINS
STEPHANIE LEE CROCKER
Brett Thomas
DONNA ANN GLAVAN
Stephen Wendling
Bevan Bradshaw
GLENN JAMES FISCHER
LAWRENCE JAMES VICK
MICHAEL SCOTT BLOOM
THOMAS H ZIMMERMAN
DAVID DOUGLAS CLOSE
JOHN PATRICK SWEE
Trevor Davis Fleck

Within 25 miles of Evanston, IL, Best Investors lists 1,084 registered investment advisory firms with 2,568 offices nearby, managing about $31.7T in combined regulatory AUM across 5,503,111 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 Evanston

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 INVESCO CAPITAL MANAGEMENT LLC $941B AUM