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Best financial advisors in Geneva, IL

Registered advisers within 25 miles of Geneva, IL.

Offices
1,397
Firms
414
Combined AUM
$17.7T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,135,722 clients when Item 5C has a number
Avg / client
$5.66M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT FINANCIAL GROUP, LLC
HENDRICKS WEALTH AND ESTATE MANAGEMENT
LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STRATEGIC ASSET MANAGEMENT LLC.
MLN INVESTMENTS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
HIGHPOINT PLANNING PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JAMES MICHAEL JUENGLING
JAMES GERALD HENDRICKS
DIANE WILLIAMS
SUSAN S LEWIS
NANETTE JOY KASTNER
Elizabeth Ann Pedretti
Denise Mary Pacione
ANDREW CRAIG UMBACH
David J Willeumier
ZACHARY PORTER
MICHAEL EDWARD LAVELLE
DOMENICO ERNANDEZ
DANIEL MICHAEL SAVAS
LLOYD WILLIAM MONTGOMERY
JAMES JON DANIELSON
MICHELLE RENEE TWITCHELL
SUSAN E MOSER
STEPHEN M. POTTS
JACOB JOSEPH CATE
Eric Ernest Lederman
JOHN DWAIN GEDWILL
BRIAN JOSEPH MCPARTLIN
BRIAN JOHN HACKER
MATTHEW EUGENE TOMICH
Brian S Bellot
Dray L Henderson
SCOTT Anthony CIMO
JOHN JOSEPH KENNEDY
BRUCE PERSKY
STEWART JOHN BURCHFIELD
Raymond P Kermend
Bryan L Schneider
PAULA L SHEFFIELD
John D Goblet
Christine Ann Walker
Allison Schuller
BARRY ALAN KRUMWIEDE
SARAH DESKOVICH
Matthew R. Madera
JOEL M FEIGER
Matthew F Reynolds
TINA MECKAROSKI
Thomas J Carroll
CALVIN ALLEN ROWLAND
NATASHA BORIS TITOVA
JOHN TODD VANDERVOORN
DAVID JOSEPH HENDERSON
MICHELLE MARIE JURAS
JAMES DENNIS KELLER
JAMES EDWARD TAYLOR
Matthew D Tucek
Christopher Lloyd Peterson
RICHARD JOHN TARSITANO
STEVEN RICHARD OSTRANDER
STEVEN KEITH KELLAR
BRIAN CHRISTOPHER DOAK
SAMMY MOY
ROBERT P EBERLIN
BRANDON LEE KENNEDY
JAMES DEVEREUX CHASE
PETER J LESNIK
ARASH ADAM KADIVAR
NICHOLAS RYAN POE
CHRISTOPHER JOHN BREITENBACH
HEATHER A CORLEY
JOSHUA JOHN SANDS
LESLIE ALEXANDER NORTH
PETER MATHEW ALDWORTH
THOMAS JOHN MCCABE
Gary Joseph Richied
Haskel B Weiss
Chase Colton Lavery
MAX Michael MURPHY
DAVID M CIMMARUSTI
Andrew Joseph Sezonov
Steven Lee
Trent Edward Ten Bruin
JEROME JACOB KAHN
ROBERT MICHAEL DOPKE
ROBERT ANDREW PEREZ
RICHARD PETER DEBRUIN
GREGORY ARTHUR REICHOLD
JOHN N WILLS
BRETT J PAWELKIEWICZ
Daniel James Keller
Pavlo Yanytskyy
Joseph Abbott
DOUGLAS ALAN SCHAFFNIT
ANN MARIE GREENBERG
DANIEL GERARD MCCABE
RICHARD ELSON LLOYD
JOHN DAVID DUCKWORTH
ERIN KATHERINE CARTER
CHRISTOPHER DANIEL FERRARO
KEITH EARL MURPHY
MICHAEL PATRICK LYNCH
JEFFREY L MENOUGH
ANNETTE ERIKA FINDLING
Joseph Edward Fortunato
CARLA ANN REILLY
RICHARD ELSON LLOYD
DANIEL EUGENE ZALIPSKI
Kyle Michael Rohrwasser
Matthew James King
SAMUEL PAUL LEE
JOHNATHAN MITCHELL KULIKOWSKI
ANDREW ALBERT KEPPY
WILLARD JOHN EINSPAR
KIMBERLY RAE TAYLOR
SCOTT MICHAEL ROSENQUIST
Maxwell Oliver Cinnamon
ROGER JAMES ENSMINGER
MICHAEL RICHARD ROHRWASSER
GERRAN JAMES BATTERBERRY
Benjamin Caruso
Kevin Alanson Brainerd
MICHAEL THOMAS SMITH
SCOTT CHARLES KURKJIAN
SCOTT ANDREW PIGGUSH
MARK FRANCIS POWELL
JEROME ANTHONY BELLM
Robert G Robertson
ANN MARIE MARIANI-ISSEL
PETER M WILMOT
NATALIE A JUMP
CRAIG FARIS IBRAHIM
MARTIN ANTHONY CAMPBELL
KENNETH SCOTT SMALL
DAVID GEORGE HERBST
CRYSTAL ANN KOLCZ
Laura Katherine Freeman
THOMAS RANDALL BARMORE
JENNA KARRIN O'CONNELL
CHRISTOPHER O BRYAN
Jeffrey CARL Lamb
SANDRA LYNN MCCLANAHAN
GABRIEL ANDORF CHAVEZ
BARTH J MORREALE
Roberta Lynn Lingle

Within 25 miles of Geneva, IL, Best Investors lists 414 registered investment advisory firms with 1,397 offices nearby, managing about $17.7T in combined regulatory AUM across 3,135,722 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 Geneva

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 INVESCO CAPITAL MANAGEMENT LLC $941B AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM