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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

CREATIVE PLANNING
NORTHROCK PARTNERS, LLC
ROTHSCHILD WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PROSPERA FINANCIAL SERVICES, INC.
ESSEX LLC
IHT WEALTH MANAGEMENT LLC
FINANCIAL DESIGN STUDIO, INC.
THE OPERAND GROUP II LLC
WOODFIELD FINANCIAL ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC

Investors

Allison Raez Swanson
Austin James Righeimer
LISA ANN BUSSENGER
EDWARD MICHAEL DENTEN
Patrick Cary Schiltz
Eric Renouf
Raul Morales
MICHAEL EDWARD PAGE
RALPH NICHOLAS BACKE
ARTHUR ALLEN FREEDMAN
NANCY ANN EFFERT
ROBERT CAREY TUTELA
JUSTIN NOLAN
JAMES WALTER HARTWELL
EDWARD CONNOLLY
BENJAMIN A. CAIRNS
Erik Lee Miller
CATHERINE M GATHMAN
SVITLANA SHEPPARD
ERIC WILLIAM BERLS
Rafal Mosior
Sergio R Pedroza
Sophia Cajiao
SCOTT FITZGERALD STRATFORD
DAVID VICTOR PERRINE
Paul THEODORE Skowronski
MELISSA J ERATH
EVELYN - ELENA GASHER
Brian J Pappalardo
DEREK BLAINE ANDERSON
PETER A SCHALLMOSER
Oscar Villalva
JEFFREY R FROMAN
CRYSTAL MARIE THOMAS
DANIEL P. ISCRA
Colleen Coonce
BRIAN D SHEPPARD
Marta Soltys
Christine M Gregory
marvin somlo
Sarah Anne Miller
Aaron C Roehl
Juan Carlos Aranda Guillen
Darell D Hughes-James
WILLIAM C EATON
SCOTT DAVID BARBER
MATTHEW J DIDOMENICO
LISSETTE GOMEZ
Ismat Jaffer Khimani
SANDRA L RUBECK
Martin Galinov Kunev
David N Sheppard
EDWARD NORMAN DAVIES
Amy N Stratford
BRIE KAY EDMUNDS
ALAN JEFFREY NERAD
MARK Anthony BRIONES
Craig Allen Schuessler
Heather Chron-Bernard
Rex Ramirez
Erik Mansfield
Trevore James Meyer
ROBERT DAVID STOLL
MICHELLE LYNN SMALENBERGER
DONALD JOHN MONSEN
MARTIN MICHAEL KONSOR
JAMES BLAKE DOBBS
Gregory J. Szelung
ERNEST MATTHEW TREMBLEY
Mark R Reich
RICHARD JAMES PANUSH
KATHLEEN ANN DIXON
KEVIN GERARD NOONAN
THOMAS FREDERICK QUINN
JOHN VINCENT GILLESPIE
KYLE Robert HOSKINS

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