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Best financial advisors in Lake Zurich, IL

Registered advisers within 25 miles of Lake Zurich, IL.

Offices
1,550
Firms
475
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.45M
3,448,640 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

PMG WEALTH MANAGEMENT
EDWARD JONES
PFS INVESTMENTS INC.
HIGHPOINT PLANNING PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
OSAIC WEALTH, INC.
REALTA INVESTMENT ADVISORS, INC
J.P. MORGAN SECURITIES LLC
TRUEMAN BROWN
CETERA INVESTMENT ADVISERS LLC
FINANCIAL DESIGN STUDIO, INC.
THE OPERAND GROUP II LLC
WOODFIELD FINANCIAL ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
ESSEX LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

PHILLIP GUERRERO
GEORGE G MAROUDAS
Ryan T Zentz
Erica Burgland Gunther
KIMBERLY ANNE BETKE
KRISTA SIMONS GLIVA
SUMEET GUPTA
RITA S MALIEKAL
HIMANSHU S OZA
MICHAEL PATRICK LYNCH
Jason Andrew Okrzesik
Kenyon Knight
HIEU THI DONAHUE
SARAH LALL
WILLIAM WALTER ZUREK
Shaun Eck
Joseph Thomas Spiegel
Steve Brunke
ROY WILLIAM BROWN
Nathan Patrick Levin
JOSEPH Scott LA VANNE
WILLIAM MARK LAVANNE
Sean Timothy Dwyer
Karlo R Colak
Trevore James Meyer
ROBERT DAVID STOLL
MICHELLE LYNN SMALENBERGER
DONALD JOHN MONSEN
MARTIN MICHAEL KONSOR
JAMES BLAKE DOBBS
Gregory J. Szelung
ARTHUR ALLEN FREEDMAN
NANCY ANN EFFERT
ROBERT CAREY TUTELA
JUSTIN NOLAN
JAMES WALTER HARTWELL
EDWARD CONNOLLY
BENJAMIN A. CAIRNS
Erik Lee Miller
CATHERINE M GATHMAN
SVITLANA SHEPPARD
ERIC WILLIAM BERLS
Rafal Mosior
Sergio R Pedroza
Sophia Cajiao
SCOTT FITZGERALD STRATFORD
DAVID VICTOR PERRINE
Paul THEODORE Skowronski
MELISSA J ERATH
EVELYN - ELENA GASHER
Brian J Pappalardo
DEREK BLAINE ANDERSON
PETER A SCHALLMOSER
Oscar Villalva
JEFFREY R FROMAN
CRYSTAL MARIE THOMAS
DANIEL P. ISCRA
Colleen Coonce
BRIAN D SHEPPARD
Marta Soltys
Christine M Gregory
marvin somlo
Sarah Anne Miller
Aaron C Roehl
Juan Carlos Aranda Guillen
Darell D Hughes-James
WILLIAM C EATON
SCOTT DAVID BARBER
MATTHEW J DIDOMENICO
LISSETTE GOMEZ
Ismat Jaffer Khimani
SANDRA L RUBECK
Martin Galinov Kunev
David N Sheppard
EDWARD NORMAN DAVIES
Amy N Stratford
BRIE KAY EDMUNDS

Within 25 miles of Lake Zurich, IL, Best Investors lists 475 registered investment advisory firms with 1,550 offices nearby, managing about $17.6T in combined regulatory AUM across 3,448,640 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 Zurich

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM