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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

TRANSAMERICA FINANCIAL ADVISORS, LLC
FALCON WEALTH PLANNING, INC.
CORIENT
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
INSIGHT FINANCIAL GROUP, INC.
LIFELONG INVESTMENT SOLUTIONS, LLC
ASBURY RESEARCH LLC
GLADSTONE WEALTH PARTNERS
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC

Investors

Sergio I Xula
CHANTAY W MOORE
Robert Paul Pacheco
ARTHUR I REICH
VICTOR TORRES SALVADOR
Anthony Gurrieri
TODD RYLAND KEMP
THOMAS E DRENNAN
Veena Gandhi
NATHANIEL MACAPAGAL SALVADOR
Marek Marian Klincewicz
WEI ZHANG
Michael Edward Sparrow
Elvira Buenviaje Aldana
Richard Bartholomew Leake
ADAM WENDELL LARSON
DAVID ARTHUR DESCHAMPS
JOSHUA HUNTER LARSON
Samuel Gerald Hacker
Franklin Montes
JENNIFER SUNYOUNG CHUNG
JULIE LYNN BUCARO
MATTHEW STEVEN MIKULA
JOHN DEE SMITH
MATTHEW BERNARD KOCANDA
JAMES BONIFACE KING
MATTHEW SCOTT REZNIK
THOMAS FRANK COLLAR
ANTHONY ARMOND DINVERNO
MATTHEW JOSEPH FOLTZ
JONATHAN SHELDON BAKER
DARRYL JONATHAN NEWMAN
JOSEPH MICHAEL FOLTZ
Austin Robert McDonnell
Michael Mileski
HEATHER LEA LOCUS
KRISTINA NICOLE DENTON
CHARLES EDWARD MURIN
MICHAEL JAY DENTON
Michael Howlett
JUSTIN A PARKER
Peter J Maffiola
Paul David Ambrosini
Robert J Cullen
Aaron Milton Bondi
JOHN JOSEPH KOSAR
JOHN WALTER KOSAR
DAVID JAMES MILLINGTON
ROBERT ADOLPH DAVIT
CHRISTOPHER JOHN SAGAN
DENNIS LEROY MARACH
ADRIA MEEHAN SIEWERT
CHRISTOPHER HILL
Nicholas J Costa
KEVIN JOSEPH MEEHAN
TODD BRIAN DIVEN
Connor Simios
William J. Buhr
Tarah Sikkenga
PATRICK O'CONNOR
NILESH M PATEL
KEVIN PATRICK FANNING
GARY SCOTT SPENCER
WILLIAM ROBERT PATON
Ashley Marie Zulauf
WILLIAM L MEYER
THOMAS MICHAEL BUCKLEY
JONATHAN ALLEN ZULAUF
Naimesh Shah
JAMES FRANCIS SEXTON
Baseem Taraji
TODD F DALEY
Desze Adams

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