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Best financial advisors in Loda, IL

Registered advisers within 25 miles of Loda, IL.

Offices
15
Firms
7
Combined AUM
$2.34T
Firm-wide filings, not assets booked only here
Clients
183K
182,661 clients when Item 5C has a number
Avg / client
$12.8M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MIDWESTERN SECURITIES TRADING COMPANY, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
PLACKETT CAPITAL MANAGEMENT LLC

Investors

Austin James Curtis
DOUGLAS DALE BUSHUE
Ashlee Elaine Bertan
Jeffrey Harlan Banister
CHAD KEITH GRAHAM
Thomas Mitchell Rhoades
Ryan Emory Guynn
Tiffany L Graham
Justin Little
Tara Linsey Busboom
GREGORY ERNEST KURTENBACH
Christian Rosenbeck
Brian Eldon Steidinger
Kristen Vogel
MARK ANTHONY MONTES DE OCA
Lance Allan Raver
Kelly Leigh Berry
Susan E. Hoover
ERIN KATHLEEN HEEREN
Stuart Joseph Swalls
THOMAS JAMES EALY
Eric T Plackett

Within 25 miles of Loda, IL, Best Investors lists 7 registered investment advisory firms with 15 offices nearby, managing about $2.34T in combined regulatory AUM across 182,661 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 Loda

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 MIDWESTERN SECURITIES TRADING CO.,LLC 56 advisers $1.98B AUM