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Best financial advisors in Milton, IL

Registered advisers within 25 miles of Milton, IL.

Offices
14
Firms
8
Combined AUM
$2.71T
Firm-wide filings, not assets booked only here
Clients
363K
362,701 clients when Item 5C has a number
Avg / client
$7.48M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MIDWESTERN SECURITIES TRADING COMPANY, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Nathaniel Lee Painter
Elizabeth M White
SHEILA DAWN DAVIDSMEYER
ANDREA MARIE HENRY
ANNE MARIE CLAYTON
Michael David Dixon
Bradley T McGill
Hugh Embley Allen
JOHN ROBERT WILLIAMS
SANDRA CATHERINE EVANS
SEAN MICHAEL NELSON
MARK WILLIAM SHADE
JASON HUGH HENRY
HEIDI JO KOEPPEL
MICHAEL HALBERT LANSDEN
TIMOTHY RANDALL FLINN
Thomas Laverne Hill
JEFFREY CHARLES MOSSMAN
Tony Lynn Moore

Within 25 miles of Milton, IL, Best Investors lists 8 registered investment advisory firms with 14 offices nearby, managing about $2.71T in combined regulatory AUM across 362,701 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 Milton

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 LASALLE ST. INVESTMENT ADVISORS, L.L.C. 163 advisers $5.74B AUM 7 MIDWESTERN SECURITIES TRADING CO.,LLC 56 advisers $1.98B AUM