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Best financial advisors in Inverness, IL

Registered advisers within 25 miles of Inverness, IL.

Offices
1,834
Firms
557
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,233,354 clients when Item 5C has a number
Avg / client
$5.99M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
TRADER WEALTH MANAGEMENT, LLC
EDWARD JONES
VIRTUE ASSET MANAGEMENT LLC
NORTHERN TRUST SECURITIES, INC.
SEQUOIA WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
NAGLE INVESTMENT ADVISORS, LTD.
CARTER FINANCIAL GROUP, INC.
TORANA GROUP LLC
HEMSLEY ADVISORS, LTD.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

ERIC SCOT LAUGHLIN
JAMIE RENEE LEMKAU
BRUCE ALLEN CORSARO
MICHAEL GREGORY TAYLOR
KOLLEEN TRACY ZBILSKI
BRIAN WILLIAM SCHNELL
Michael W Politzki
Courtney C Kaufmann
MICHAEL THOMAS BRUCE
SCOTT HOLZER
KURT WALTER KUBON
PAUL THOMAS PAVELSKI
H GEORGE ANDERSON
JENNIFER U DALLAS
BRADLEY KEN SKIBA
TIMOTHY SCOTT SATTLEY
KENNETH CHARLES MUNAO
JASON BRENT ERPELDING
BRIE KAY EDMUNDS
MICHAEL LEE MATTHYS
Colleen L Rapp
MARIA A WOJCIK-LLAMAS
ROBERT ALLEN GAGE
KIMBERLEY TRUE MILFRED
Nadine E Haufe
JAMES GREGGA
BENJAMIN D BROWN
CELESTE ANNE BAILEY
JEFFREY WARREN FEHRMANN
JENNIFER RENEE COZZA
ANNA MARIA C FOSTERAS
Allison C Wiseman
Nicholas Payne
Joseph Batelli
Bradley Collier Peterson
Kelly Eileen Karecki
Douglas Wollney
Jessica L Spondouris
Jason D Allen
Leslie M Cabrera
Claire M Llewellyn
Jack R Algrim
Robert T Richards
Erick De La Cruz
LOIS MARIE WOLLNEY
JOSEPH BRIAN SCOTT
EDWARD WILLIAM SPIEGEL
DEBRA ANN FERGUSON
JOHN C SCHWALBACH
ROBERT ELROY JENSEN
Heidi Sue Merkle
JOAN MARIE WINTER
LOUIS DANIEL GREIFENSTEIN
ANDREW ROBERT CURRY
INDRA VERBIEJUTE JOSEPHS
MARKO THEODORE GOVEDARICA
AUDREY MARIE PICKERING
MARK M LESSERT
DAVID J TOFILON
MARY KRISTIN KETEL
BENJAMIN THOMAS MURPHY
Martha A Goodman
CHRISTOPHER HANS MUFFIE
Jennifer M Ebert
Nathan T Stevens
Matthew J Wilson
THEODORE B GOVEDARICA
DAVID EDWARD CHAMBERLAND
GEORGE TODD COOK
LARRY EDWARD EKSTROM
KAREN REGAN BURNS
KENT EVANS ATKINSON
CARL HATHAWAY VIARD
GEORGE JOSEPH REICHL
JOHN G TOFILON
JEFFREY THOMAS PIWNICKI
JEREMY JOHN PIWNICKI
EVAN JOSEPH HOOBCHAAK
ERIC BOKSA
Charles Menges
ERIC DAVID SCHNEIDER
Terrence Michael Burke
Jonathan David Graham
ROBERT P FINLEY
DAVID ALLEN VALENTI
LORIE SALERNO SHAH
Oliver Grigg
DOUGLAS WINZELBERG
W ELIOTT GRIGG
VICTOR JOHN KATIS
ANN E JENKINS
MARTIN LEFTY
ALAN JAY RICHMOND
Marlo Anne Chambers
CESAR NOE PENA
Patrick Dennis Lyman
TIMOTHY EDWARD O'DONNELL
DAVID LAWRENCE ANDREWS
ROBERT DENNIS LYMAN
GENE TAYLOR HISER
CHARLES RICHARDSON IEUTER
EDWARD VERNON SCOBY
Mark Daniel Hornok
GREGORY CONRAD NAGLE
KEVIN KENNETH CARTER
TERI LINN SHAW
JENNIFER ANN KARCH
Hannah Marie Carter
STEPHANIE LEIGH HAGAN
Matthew Connor Johnson
DAVID FLETCHER JOHNSON
GEORGE GERARD HEMSLEY
BRAD ALLAN HERMAN
DANIEL PAUL FELDSTEIN
MARC SCHOCK
ERIC ANTHONY BOUTELLE
DANIEL G RAUPP
GARY LYNN PHELPS
Jane A Martin
ELIZABETH REINKE
Garrett Michael Wano
KIMARON JAYE GARDNER
Anthony M Gattuso
Jeffrey John Gromos

Within 25 miles of Inverness, IL, Best Investors lists 557 registered investment advisory firms with 1,834 offices nearby, managing about $19.4T in combined regulatory AUM across 3,233,354 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 Inverness

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