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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

EDWARD JONES
J.P. MORGAN SECURITIES LLC
DALY INVESTMENT MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERTSON STEPHENS
CETERA INVESTMENT ADVISERS LLC
WORLD INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GRID CAPITAL MANAGEMENT, LLC
KLINE CAPITAL MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SEQUOIA WEALTH MANAGEMENT, LLC
TOTAL CLARITY WEALTH MANAGEMENT, INC
THE PLANNING GROUP
KENORA FINANCIAL, LLC
FIFTH THIRD SECURITIES, INC.

Investors

Chad Linden Fitzloff
MARGARET FLENTGE KUKAWSKI
JOHN PATRICK DALY
TERRENCE NEWMAN
Christina Clare Chervenak
Daniel K. Chervenak
THOMAS ROBERT CHERNESKY
JOHN PATRICK DORN
Daniel Allen Zarzynski
Amy Marie Poduch
ZACHARY ALEXANDER CASHMORE
Jeffrey John Stonecliffe
KENT ANDREW BELLGRAU
ROBERT LLOYD WINTERS
HORACE SEELY-BROWN
JAMES D MCQUAID
JAMES P. MCQUAID
KELLY ANN BAYS
Emma Robison
Morgan D Hensel
MATTHEW THOMAS KLINE
GUY JOSEPH WINTERS
ANTHONY JOSEPH BALDASSANO
MARTIN JOHN FOGARTY
Martin Kevin Jankelowitz
MICHAEL DAVID BROWN
PAUL SAMUEL SHUMAN
DANI GERALD BARRON
Adam J Berman
Michael V Peterson
WILLIAM VINCENT MILANO
RYAN JOSEPH MCNEILLY
NILU DHILLON JUDGE
KEITH BRIAN NYBORG
PAUL NICHOLAS LINZER
BRIAN WALLER

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