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Best financial advisors in Lakeview, IL

Registered advisers within 25 miles of Lakeview, IL.

Offices
2,551
Firms
1,057
Combined AUM
$31.9T
Firm-wide filings, not assets booked only here
Clients
5.50M
5,501,499 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

ROBERTS, GLORE & CO.
PICKWICK WEALTH MANAGEMENT
OSAIC WEALTH, INC.
WAVERLY ADVISORS, LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT
CITIGROUP GLOBAL MARKETS INC.
FIRST COMMAND ADVISORY SERVICES
FOUNDATIONS INVESTMENT ADVISORS LLC
DEFINED CAPITAL LLC
CAPITAL RESOURCE MANAGEMENT,INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

CHRISTOPHER JAMES CIUPKE
BYRON JENNINGS SMYTHE
Spencer Quentin Bleecker
CLEMENS PETER CIUPKE
JIM LANCE CALAWAY
Christina Maria Walasik
Louis B. Gottlieb
Christopher Rhoades
Bradley Michael Steinman
MARVIN STEWART HEIMAN
WILLIAM L GEIGER
HILARY MARY GELLINGS
MATTHEW HORNE
YAT HONG THOMAS LEUNG
ANDREW PHILLIPS
DANIEL GORDON BAER
JUSTIN R DRAPER
Tarina Rosemarie Rodgers
NADER MAALOUF
JACK HENRY PRIVATEER
Juan C Martin
MIKE MELEK
Johnathan Ellison
Shiji Varughese
Darwin F Cruz
DANIEL JOHN LARSON
ZHENLIN LU
Lashawn Johnson
Kendall Eugene Guyton
KRISTIAN PHILLIP MALCONTENTO
Thomas Ferraro
BRUNILDA VELIU
Maria Victoria Burger
Ann Marie B Cudzilo
JENNIFER MARIE HEID
DENNIS MATTHEW BREIER
CHRISTOPHER JON CRALLE
ANDREW BENJAMEN SCHNIERS
RITA MAGIC
DUSTIN JOHNSON JAVIER
SHERWIN DAVID KOREY
Lisbeth C. Guerrero Aguirre
Frederick George Schoenfeld
Mohamad Husari
Roxanne Carmen Rodriguez
Jeff Huntzinger
Matthew Alan Stevens
SARAH ELIZABETH PALOMARES
MICHAEL ALEXANDER MCGEE
Adrian A Fernandez
ARTUR WIECZOREK
Seung Yeup Lee
IAN LEO LATERREUR
JOHN ANTHONY RUGGIERO
TRACY LYNN GORDON

Within 25 miles of Lakeview, IL, Best Investors lists 1,057 registered investment advisory firms with 2,551 offices nearby, managing about $31.9T in combined regulatory AUM across 5,501,499 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 Lakeview

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 INVESCO CAPITAL MANAGEMENT LLC $941B AUM