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Best financial advisors in Jacksonville, IL

Registered advisers within 25 miles of Jacksonville, IL.

Offices
18
Firms
10
Combined AUM
$2.06T
Firm-wide filings, not assets booked only here
Clients
238K
238,453 clients when Item 5C has a number
Avg / client
$8.63M
Combined AUM ÷ clients

Nearby offices

Firms

BFC PLANNING, INC.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
EDWARD JONES
BOS ASSET MANAGEMENT, LLC
INVESTMENT ADVISORS GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
BLANKENSHIP FINANCIAL PLANNING, LTD.
KINGSVIEW WEALTH MANAGEMENT, LLC

Investors

Shaan Anthony Smith
ROBERT EARL BEARD
Frances Lucille Brockhouse
DAVID C HEITBRINK
Wade Mathis
CRAIG STEVEN ALBERS
Nathan C McCombs
Jack Robert Whalen
Melanie Ann Pine
William Thomas Whalen
JEFFREY CHARLES MOSSMAN
Thomas Laverne Hill
HEIDI JO KOEPPEL
MICHAEL HALBERT LANSDEN
TIMOTHY RANDALL FLINN
Tony Lynn Moore
MATTHEW ALAN GREER
STERLING LEE RASKIE
JAMES KEVIN BLANKENSHIP
ANNE MARIE CLAYTON
Christopher G Little
BRENT THOMAS KRUMBOLTZ
Brent Thomas Bordenkircher

Within 25 miles of Jacksonville, IL, Best Investors lists 10 registered investment advisory firms with 18 offices nearby, managing about $2.06T in combined regulatory AUM across 238,453 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 Jacksonville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 KINGSVIEW WEALTH MANAGEMENT, LLC 120 advisers $8.96B AUM 6 BFC PLANNING, INC. 190 advisers $3.84B AUM 7 BOS ASSET MANAGEMENT, LLC 31 clients · 10 advisers $1.03B AUM 8 BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. 6 clients · 72 advisers $906M AUM