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Best financial advisors in Harvard, IL

Registered advisers within 25 miles of Harvard, IL.

Offices
263
Firms
86
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,691,524 clients when Item 5C has a number
Avg / client
$4.23M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
EQUITABLE ADVISORS, LLC
PROSPERA FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
SANSONE CPA & FINANCIAL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TLG ADVISORS, INC.
LPL ENTERPRISE, LLC
U.S. BANCORP ADVISORS, LLC
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

TIMOTHY J O'CONNOR
Matthew OConnor
Patrick JL OConnor
Kathleen Ann Wresch
Conrad Bloom
JAMES WILLIAM GRIGGS
JOHN ROBERT GRIGGS
WILLIAM ANDREW GRIGGS
Stephen David Middaugh
Danny Lamar Hampton
RICHARD LOUIS GNIVECKI
CLIFFORD ESDOHR HUNN
Richard Edward Topf
MICHAEL EDWARD PAGE
RALPH NICHOLAS BACKE
Lawrence Henry Grzybek
JEFFREY WILLIAM BRUCE
MARK DANIEL LECHOWICZ
JOSEPH NABOZNY
DENNIS DAVID GORMAN
JENNIFER LYN JOHNSON
SAMANTHA JANE LERETTE
JOHN DANIEL TREPTOW
JARED MICHAEL TRYON
CAMERON DAVID HUBBARD
Samuel B Girouard
Tyler Pesola
DAVID JENNER HUBBARD
Anton Prokopenko
MAURICE HEBB
CALLAHAN TULLY
KAREN KALLEM
James Charles Farmer
Donald William Baran
John Constantine Rousos
DANIEL MICHEAL HARLEY
CHRISTOPHER LEE MAXWELL
Cheryl Lee Kranz
Janine M Kerin
Jennifer Marie Hemmy
Marlo Jover Carpio
KATHLEEN ANN DIXON
KEVIN GERARD NOONAN
THOMAS FREDERICK QUINN
JOHN VINCENT GILLESPIE
KYLE Robert HOSKINS
MICHAEL JOSEPH FASANO
MARK KEVIN FORBERG
KENNETH M. PAWULA
TED L ORZEHOSKIE

Within 25 miles of Harvard, IL, Best Investors lists 86 registered investment advisory firms with 263 offices nearby, managing about $11.4T in combined regulatory AUM across 2,691,524 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 Harvard

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM