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Best financial advisors in Lincoln, IL

Registered advisers within 25 miles of Lincoln, IL.

Offices
25
Firms
7
Combined AUM
$2.15T
Firm-wide filings, not assets booked only here
Clients
263K
263,405 clients when Item 5C has a number
Avg / client
$8.16M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
PACESETTER FINANCIAL GROUP, L.L.C.
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Terry l Schultz
ANDREW THOMAS FELIX
Nathaniel J Cundiff
BRADLEY EUGENE NEAL
NATHANIEL B NEAL
STACY TEDRICK
GENEVIEVE C NEAL
TARYN LYNN OLSZEWSKI
James R. Sparrow
KRISTEN ROSE MINDER LANNING
Timothy Ross Bacus
ANDREW MICHAEL FITZPATRICK
Connor James Koberlein
Christine Short
KATHRYN BRIDGET SCHNEIDER
Salvatore Pollice
CLARENCE BARNEY
SARA ELIZABETH FREITAG
DERON KEITH POWELL
SPENCER PRICE CUNNINGHAM
JED N OTTO
A. BRUCE OTTO
KENNETH R. ECKHARDT
Kim O'Donohue
JENIFER ROSE SELLERS
Franklin B Wade
Wendell Barrett Sheeley
Phillip Anthony Cox
Lucas Ryne Turner
JASON WAYNE FRANTZ
Bryce Douglas Starkey

Within 25 miles of Lincoln, IL, Best Investors lists 7 registered investment advisory firms with 25 offices nearby, managing about $2.15T in combined regulatory AUM across 263,405 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 Lincoln

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 MIDWESTERN SECURITIES TRADING CO.,LLC 56 advisers $1.98B AUM 7 PACESETTER FINANCIAL GROUP, L.L.C. 2 clients · 4 advisers $170M AUM