Best Investors Account Sign in

Best financial advisors in Lombard, IL

Registered advisers within 25 miles of Lombard, IL.

Offices
3,157
Firms
1,173
Combined AUM
$32.2T
Firm-wide filings, not assets booked only here
Clients
5.51M
5,512,282 clients when Item 5C has a number
Avg / client
$5.84M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
GENEOS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
TRUEMARK INVESTMENTS
RIVERNORTH CAPITAL MANAGEMENT, LLC
HURON INVESTMENT MANAGEMENT, INC.
PFS INVESTMENTS INC.
U.S. BANCORP ADVISORS, LLC
BELPOINTE ASSET MANAGEMENT LLC
FINANCIAL DESIGN STUDIO, INC.
THE OPERAND GROUP II LLC
WOODFIELD FINANCIAL ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
RCM WEALTH ADVISORS

Investors

Louise Harrison
David Gary Ruano
David Arthur Condon
Sarah Nicole Stapleton
JOHN PATRICK WHITE
MATTHEW D GRASMAN
RICHARD PAUL PUCCI
Laura Jean Gundlach
JEFFREY RYAN FELDMAN
TIMOTHY THOMAS BODNAR
JEFFREY NABICHT
JOHN STEVEN BAGGIO
BRUCE CHESTER HODO
JOSEPH THOMAS PURPURA
Merima Ramushi
Khalekidan G Melkamu
Can Cui
ANGELICA VUKOBRATOVICH
Trevore James Meyer
ROBERT DAVID STOLL
MICHELLE LYNN SMALENBERGER
DONALD JOHN MONSEN
MARTIN MICHAEL KONSOR
JAMES BLAKE DOBBS
Gregory J. Szelung
FRANK HELMUT SCHULZ

Within 25 miles of Lombard, IL, Best Investors lists 1,173 registered investment advisory firms with 3,157 offices nearby, managing about $32.2T in combined regulatory AUM across 5,512,282 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 Lombard

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 INVESCO CAPITAL MANAGEMENT LLC $941B AUM