Best financial advisors in Lee, IL

Registered advisers within 25 miles of Lee, IL.

Offices

40

Firms

15

Combined AUM

$3.95T

Firm-wide filings, not assets booked only here

Clients

707K

706,905 clients when Item 5C has a number

Avg / client

$5.59M

Combined AUM ÷ clients

Nearby offices

CETERA INVESTMENT ADVISERS LLC

311 WEST COMANCHE AVENUE
SHABBONA, IL 60550

STATE FARM INVESTMENT MANAGEMENT CORP.

603 Lincoln Hwy
Rochelle, IL 61068

10.6 miles away

LPL FINANCIAL LLC

233 E IL ROUTE 38
ROCHELLE, IL 61068

10.9 miles away

EDWARD JONES

181 E RTE 38
ROCHELLE, IL 61068

10.9 miles away

EDWARD JONES

1214 Currency Ct
Rochelle, IL 61068-2321

LPL FINANCIAL LLC

340 MAY MART DRIVE
ROCHELLE, IL 61068

11.1 miles away

EDWARD JONES

104 OAK AVENUE SUITE C
ROCHELLE, IL 61068-0000

12.7 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

141 W LINCOLN HWY
Delkab, IL 60115

13.7 miles away

EDWARD JONES

122 NORTH FIRST STREET SUITE B
DEKALB, IL 60115

13.8 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

143 N 2ND ST
DEKALB, IL 60115

13.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

129 E Locust St
Dekalb, IL 60115

13.8 miles away

KISHER CAPITAL, LLC

303 E HILLCREST DR STE 6
DEKALB, IL 60115

14.5 miles away

LPL FINANCIAL LLC

2290 SYCAMORE ROAD
DEKALB, IL 60115

15.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2587 Sycamore Rd Ste. D
Dekalb, IL 60115

16.2 miles away

EDWARD JONES

2600 DE KALB AVENUE SUITE B
SYCAMORE, IL 60178

16.5 miles away

FAMILY FIRST WEALTH MANAGEMENT

2560 HAUSER ROSS DR, STE 400
SYCAMORE, IL 60178

16.6 miles away

LPL FINANCIAL LLC

1985 DEKALB AVE
SYCAMORE, IL 60178

16.8 miles away

EDWARD JONES

1976 ABERDEEN CT SUITE B
SYCAMORE, IL 60178-3175

16.9 miles away

EDWARD JONES

2128 MIDLANDS CT SUITE 104
SYCAMORE, IL 60178-3199

16.9 miles away

EDWARD JONES

1680 MEDITERRANEAN DR SUITE 105
SYCAMORE, IL 60178-3154

17.2 miles away

Firms

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

THRIVENT INVESTMENT MANAGEMENT INC.

KISHER CAPITAL, LLC

FAMILY FIRST WEALTH MANAGEMENT

Investors

CHARLES EDWARD FOSTER

CAMDEN EDWARD FOSTER

THERESA SCHAEFER

Bradley Scott Stojan

Jessica Lynn Morris

Scott Thomas Coutts

SUSANA BELMONTE

ASHLEY MARIE JACKSON

Anthony David Rowley

Ivett Joana McHan-Frank

Mark J Cronshaw

SHAWN AARON BLOBAUM

Cassandra Danielle Green

Eric Wimer Schlosser

Josiah Franklin DeFord

James Benson Hanley

STACY RENEE HAGENSTON

SCOTT DAVID ZEIMET

Stacie Renee Barnett

Emily Myre Willems

Matthew Brian Myre

BARRY EDWARD FEDERICI

MICHAEL LEO WEMPLE

BARRY ALAN HAMILTON

Carla Capasso-Stonecipher

Timothy E Beasley

Heather JoAnn Hilleshiem

Within 25 miles of Lee, IL, Best Investors lists 15 registered investment advisory firms with 40 offices nearby, managing about $3.95T in combined regulatory AUM across 706,905 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 Lee

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM