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Best financial advisors in Green Valley, IL

Registered advisers within 25 miles of Green Valley, IL.

Offices
128
Firms
46
Combined AUM
$9.30T
Firm-wide filings, not assets booked only here
Clients
1.26M
1,257,485 clients when Item 5C has a number
Avg / client
$7.39M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PNC WEALTH MANAGEMENT LLC
WOLF FINANCIAL ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
210 FINANCIAL
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Marilyn Dianne Hawkins
JEFFREY R ENGELBRECHT
JAMES S. WOLF
Zachary Butler
Jeffrey Robert Gillis
Christopher Erik Petersen
BRIAN ROBERT MAKINEY
DANIEL LLOYD PFEIFER
CHAD I ARSENEAU
Andrew Colin Eilts
Robert P Hinzman
JASON LAMAR GAREY
TRICIA LYNN CAIN
Max Garey
Lucas Owen Porritt
Ian M Koch
SPENCER PRICE CUNNINGHAM
Corry Harris
Jacob Lincoln Hauter
PHILIP JAMES COOPER
KENDALL STEPHAN STAHL
Jesse Daniel Psinas
Lawson Leahr
Joseph Thomas Dicce
Roger G Phillis
Adam Michael Spangler
TIMOTHY EDWARD CRUMP
JOHN MALONE CHURCHILL
Carlos Anthony Escobar
Eric Nathan Christopherson
Amy Herring
Allan B. Hart

Within 25 miles of Green Valley, IL, Best Investors lists 46 registered investment advisory firms with 128 offices nearby, managing about $9.30T in combined regulatory AUM across 1,257,485 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 Green Valley

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM