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Best financial advisors in Lake Of The Woods, IL

Registered advisers within 25 miles of Lake Of The Woods, IL.

Offices
142
Firms
56
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,651,263 clients when Item 5C has a number
Avg / client
$3.86M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CHARLES SCHWAB & CO., INC.
MIDWESTERN SECURITIES TRADING COMPANY, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC
SAVANT WEALTH MANAGEMENT
RP ZEIGLER INVESTMENT SERVICES
LPL ENTERPRISE, LLC
NASH-HASTY PRIVATE WEALTH MANAGEMENT
HORACE MANN INVESTORS, INC.
PFS INVESTMENTS INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Investors

ROBERT JOSEPH MILLER
BRADLEY SHANE DAVIS
WILLIAM DEAN RUSSELL
JOHN MICHAEL MOON
Jenni Rebecca Case
Alexander John Southe
Gary Kenneth Craig
Tyler Glenn Gonigam
LINDSAY FALLON CRAIG
Monika Lynn O Brien
Andrew Parker Kiesewetter
Anne Elizabeth Schutt
Nicholas Murphy Kuhlman
TRENT EDWARD FAIRFIELD
TRAVIS CRITTEN
NATHAN LYNN KUNKLE
CHARLES FREDERICK HEMMER
BRANDON ANDERSON
JORDAN ALAN PARR
BENJAMIN DWAYNE SMITH
STEPHEN JAMES MCRAVEN
COLE COX
CHARLES HEMMER
ERIC N. NELSON
MATTHEW HEFLIN
Thomas Cahill
Laura Elizabeth Morris
William Donald Mitchell
Frank Louis Francis
JOLEEN MARIE PARSONS
Terry l Schultz
Matthew James Friddle
STEPHEN ANTHONY JORDAN
CHRISTINA JEAN PITCHER
DENIS CYR
Chad Truelove
PHILIP UNES
MICHAEL UNRUH
PHILIP JAMES UNES
BRYCE UNRUH
Jeffrey Paul Neavor
Jonathan A Panzica
Cooper T Swearingen
ROSCOE PAUL ZEIGLER
ANDRE LEVERETT
KYLE L BAKER
TODD ALAN HASTY
John Robert Ritter
NICHOLAS ANDREW GOBER
MICHAEL DUANE GREENHALGH
Jeffrey Walker

Within 25 miles of Lake Of The Woods, IL, Best Investors lists 56 registered investment advisory firms with 142 offices nearby, managing about $10.2T in combined regulatory AUM across 2,651,263 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 Of The Woods

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