Best Investors Account Sign in

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

ARETE WEALTH ADVISORS, LLC
SAVVY
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EQUITABLE ADVISORS, LLC
CREATIVE PLANNING
EDELMAN FINANCIAL ENGINES
FAMILY FIRST WEALTH MANAGEMENT
RIVE CAPITAL ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT PLAINS CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
WATERSHED PRIVATE WEALTH

Investors

David Taylor III
BRYAN CHRISTOPHER DERN
Heather JoAnn Hilleshiem
MICHAEL THOMAS KLOVER
DONALD PAUL CURBY
ALAN KENNON CREECH
MEGAN D GINLEY
ROBERT JOSEPH MCLANE
MICHAEL CHESTER LAPINSKI
ANDREW JOHN LICHAJ
NATALIE RENEE VASWANI
DAVID KOLDRAS
ROBBY MCCLURE
DAVID ARQUILLA
LAURA KANE
MARK EDWARD SCHUURMAN
MICHAEL LAWRENCE TONDELLI
ROBERT CHARLES IORII
JAMES LAWRENCE MICHEL
JENNIFER J ARQUILLA
LOUIS ANTHONY MONTANA
TIMOTHY JAMES WERNER
STEPHEN RAY BOWMAN
STEVEN FRANCIS O'BRIEN
WILLIAM RAY MUEHLHAUSER
SCOTT ALAN WICKMAN
JOHN GRAHAM ENRIGHT
MAREDITH ELIZABETH HOUK
Ryan Riley Westphal
AARON THOMAS CATES
BRIAN BASH
MARYAN KHALIL
RYAN SCOTT CORBETT
RUSSELL MCLEAN
NATHAN T CRAIG
CANDICE RUTH MONROE
JACLYN C DEEM
TERRY DAVID O'MALLEY
Stephen Michael Binkowski
JOSEPH PATRICK VANCE
TIMOTHY HENRY BARRY
Delali Yao Afenya
Ethan John DeValk
Marshall James McDonnell
Jacob Hawkins
Joseph Sacramento
Elliot M Hann
Colin Robert Powers
Nicolas Anthony Johnson
STEVEN JOSEPH WITHEY
ROBERT AARON JOHNSON
ANDREW R BENNETT
DANIEL MARK MURPHY
THOMAS B WELLS
JAMES JOSEPH PHELAN
CHRISTOPHER JOSEPH WYLLIE
WILLIAM L SPIES
JUSTIN MICHAEL CHIBUCOS
KHOMEINI M KHAN
JOHN CARL ANDERSON
ANTHONY B RAIA
JOHN C GANN
ROBERT JASON ARMSTRONG
KYLE BRANDON ZAKE
ANTHONY M BROWN
MICHAEL MANZANO MALICAY
RYAN JOSEPH SHANLEY
JONATHAN WILLIAM BLAISDELL
ROBERT A JOHNSON III
LUKASZ MACIOROWSKI
JASON D GRADY
ROGER JOSEPH NULTON
MATTHEW TIMOTHY MARWITZ
MICHAEL JAMES FULTZ
Andrew Robert Boston
MATTHEW KRAJEWSKI
Erik DAVID Anderson
Keith C Jones
TYLER EVANS ENGEL
William Edward Fitzgerald
JOHN JAMES KARAKOURTIS
NORA LYNN HERNANDEZ
Jake Coss
Jackson Thomas Glisson
Thomas Klupchak
Francis John Popernik
James Morgan Harris
Sydney Nichole Reyes
Hasen Shaner
Joshua D Neft
Ashley Lynn Edgeworth
Conner Vincent Boyer
Sergio Esequiel Guzman
Shriyal Aashish Patel
Gaeb Ayden Parry
Carlos Daniel Castello
Joshua Jai Morris
Parker Bugg
Tyler John Wardell
Hayden Carbine
Connor Ebert
JAMES THOMAS MOSTER
PIERRE EDWIN PAJAK
RAVI S LAKHANI
WARREN PHILIP SUESS
GRANT LYLE SNYDER
RICHARD C HANVIRIYAPUNT
LOUIS LITWIN
HOWELL GRANGER
STEPHEN LAWRENCE KURKA
CORY ALEXANDER GOLDMAN
NATHAN ALLEN KRAUS
Roshan Trooshall Patel
JOHN CARL PASSANANTI
DAVID REYNOLD KALLMAN
HENRY AUSTIN SWAN
THOMAS FRED LAMSON
DONALD CHARLES KENT
CHRISTOPHER PATRICK ASHE
TAMMY LYNN BUTTS
MICHAEL EARL MELONE
SLAVEK S LASKOWSKI
ZACHARY MELONE
Jamie Vallejo
Benjamin Graham Waltman
Kevin Thomas Kauling
TED JOHN SOLTYS
Ryan Wells
Joseph Angelo Sacco
Samuel Joseph Varzino
Justin Mitchell Davis
Brendan Pasquale
Matthew Owens
Aaditya Bharat Patel
Zoe Lindsay Goss
Sebastian San Cristobal
CHRISTOPHER JOHN POHLMAN
VINCENT ANTHONY ALLEGRA
George Hurley
Michael Connor Roberts
Sean M. Nash
MATT ESTKOWSKI
JOSEPH SUTTON
MATTHEW CHRISTOPHER MILEWSKI
CAROLE B LIANG
DANIEL DONAHUE
MATTHEW AARON JUNKINS
JEFFREY ULIT
PAUL ANTHONY SIKES
JEFFREY MERCER
DOUGLAS JAMES ULRICH
WILLIAM HARRY SEIBOLD
DONALD SMIRNIOTIS
WILLIAM HARRY SEIBOLD
BARRY EDWARD FEDERICI
MARTIN JOSEPH MCLAUGHLIN
GEOVANNI RODRIGUEZ TRUJANO
Michael Joseph Lindberg
Anthony Salomon
Brian M Cahill
William Del Cotto
Madeline C Shounick
SEENA SARTHO
John Ciullo
BRETT DANIEL WHITE
JILL SUZANNE WHITE
Brandon Johnston
PATRICIA COLLEEN WILSON
Kevin James Sullivan
Travis W Thompson
MARK GERALD OVERBY
JOSHI KONERU
BRENDAN GILMARTIN MOODY
SARAH ELIZABETH PIERCE

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