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Best financial advisors in Lincolnshire, IL

Registered advisers within 25 miles of Lincolnshire, IL.

Offices
1,642
Firms
522
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,226,522 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
LIFEMARK SECURITIES CORP.
SAXONY CAPITAL MANAGEMENT, LLC
ALIGHT FINANCIAL ADVISORS, LLC
SIMPLICITY WEALTH
HEDEKER WEALTH LLC
OMX VENTURES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
DREAM CAPITAL ADVISORS, LLC
HERITAGE LEGACY WEALTH LLC
ONEAMERICA SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
VANDERKLOOT & COMPANY, P.C.
CENTRIC WEALTH MANAGEMENT, LLC
GAMCO ASSET MANAGEMENT INC.
EDWARD JONES

Investors

THEODORE DENNIS WOYTOWICZ
ALEX SCHOENBRUN
WILLIAM ROBERT CUNNINGHAM
KENJE MIRIAM MALLOT
INGRID LEMA LETZIG
robert michael vincic
WINFIELD SCOTT EVENS
Braden C Monahan
Kimberly Lynn Woodsum
JEREMY SETH JOSEPH
MARY ANNE EHLERT
Thomas Murray Ryan
JOHN ANTHONY COREY
Thomas Louis Wendt
Gregory John Corey
DEAN RICHARD HEDEKER
CHRISTOPHER ALLAN CLARK
Brian Joseph Olson
ROBERT JAMES COOK
DAVID ELMHURST DO
Jonathan Corteen
RUSSELL ROBERT HARTIG
HIKE LAWRENCE LEE
ALEKSANDER LECH DABROWSKI
Khurram Raza
Hamza Akram
Anasavanh Sitthivong
Parinaz Ronaghi
MATHEW ADRIAN VANDERKLOOT
GARETT JOSEPH NESBITT
ANNE E. MORRISSY
Roy Alan Mason

Within 25 miles of Lincolnshire, IL, Best Investors lists 522 registered investment advisory firms with 1,642 offices nearby, managing about $17.5T in combined regulatory AUM across 3,226,522 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 Lincolnshire

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