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Best financial advisors in Lake Lancelot, IL

Registered advisers within 25 miles of Lake Lancelot, IL.

Offices
147
Firms
57
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,651,293 clients when Item 5C has a number
Avg / client
$3.86M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
THRIVENT ADVISOR NETWORK, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES & ASSOCIATES, INC.
NBT CAPITAL MANAGEMENT, INC.
ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
CHARLES SCHWAB & CO., INC.

Investors

Kyle John Sheets
KAREN BETH STRICKLER
Anthony Rummans
Matthew Evan Rupert
KEITH WARD HUBBLE
JOSHUA LUKE BEENDERS
ADAM BRYANT HAWKS
KEVIN JAMES SLETTEN
JACLYN NICHOLE MERKLEY
Abbey Strubhar
MATTHEW AUGUST GLATZ
JEFFREY TED JONES
SARA LENAI SCHUPP
Leah Leslie Watkins
RICHARD A BENSON
NICHOLAS PITTS
KEITH DUANE YODER
JACOB TREVER TURNER
Katherine Margaret Morgan
MICHAEL D CONNORS
BRIAN T ABRAHAM
KEVIN J NESTER
SCOTT MATTHEW PATTON
SCOTT MARSHALL MABEE
Ryan A Miller
JAYME RYAN BAILEY
TODD THOMAS NETHERY
Joshua RICHARD Carstens
Whitney E Goldstein
Jeffrey D Bailey
MOLLIE LYNN RUSHING
THERESA LEE GUZMAN
JEFFREY DENNIS BAILEY
DAVID BRITTON SNIDER
Lindsey A Clauson
JOHN MARSHALL MABEE
JAY AARON GOLDSTEIN
Allan B. Hart
JAMES LEE TAYLOR
GREGORY ALLEN NICHOLS
JASON MATTHEW FOX
ROULA ELIES GHANTOUS
WAHEEB E GHANTOUS
Carlos Anthony Escobar
Eric Nathan Christopherson
Amy Herring
WILLIAM JONATHAN ANDREW
TIMOTHY EDWARD CRUMP
JOHN MALONE CHURCHILL
Courtney L Nussbaum
LISA LEA MOSER
JARED LEE STERR
ZACHARY CHRISTOPHER WILLIAMS
CHRISTOPHER M MEERS
MARK ALLEN RAHN
ARTHUR CLIFFORD LAINE
DEREK EASTMAN
Gary Kenneth Craig
Tyler Glenn Gonigam
LINDSAY FALLON CRAIG
Monika Lynn O Brien
Andrew Parker Kiesewetter

Within 25 miles of Lake Lancelot, IL, Best Investors lists 57 registered investment advisory firms with 147 offices nearby, managing about $10.2T in combined regulatory AUM across 2,651,293 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 Lake Lancelot

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