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Best financial advisors in Millbrook, IL

Registered advisers within 25 miles of Millbrook, IL.

Offices
293
Firms
89
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,648,400 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
TRILLIUM WEALTH LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ATK FINANCIAL PROSPERITY
MWA FINANCIAL SERVICES INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Alison Marie Smith
CURTIS BRIAN GRYSIEWICZ
Brian Keith Grysiewicz
Shelly Sypien
Alan John Hubbard
James Joseph Ward
Daniette Williams-Cerda
DAVID FRANK BUCCIFERRO
Seth Andrew Wormley
Lucas John Thompson
JEFFREY CARTER MALAS
WENDY KATHERINE MALAS
Hunter J Sperling
RICHARD ALLEN WEISSENHOFER
Gregg Steven Smallen
James Edwin Cargo
Alexander Koynoff
LUIS CHAVEZ
MARK ALAN BEHRENS
David Michael Erickson
BARTON REID WARREN
JEFFREY ALLEN PRENTICE
THOMAS WESLEY WAGNER
STEPHANIE JUNE ROSS
CHRISTOPHER ADAM FORBES
David Servatius
Matthew Roger Bish

Within 25 miles of Millbrook, IL, Best Investors lists 89 registered investment advisory firms with 293 offices nearby, managing about $11.4T in combined regulatory AUM across 2,648,400 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 Millbrook

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM