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Best financial advisors in Montgomery, IL

Registered advisers within 25 miles of Montgomery, IL.

Offices
1,078
Firms
320
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,117,228 clients when Item 5C has a number
Avg / client
$5.50M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
RIVER STREET ADVISORS, LLC
SERVANT FINANCIAL, LTD.
PNC WEALTH MANAGEMENT LLC
AUSDAL FINANCIAL PARTNERS, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
ATK FINANCIAL PROSPERITY

Investors

LORETO ARZOLA
Nicholas Ferraro
Matthew Roger Bish
NICHOLAS B TATRO
Robert George Wack
MAJA BARIC
Curtis D. Andrews
SANEL BEHLIC
STEVEN C MEVES
Amy Lynch
DAVID BRENNAN BACH
MICHAEL THOMAS CAVA
JACQUELINE ANN RUNNBERG
Travis James Buoy
RICHARD A. GARTELMANN
YAMILET SUAREZ
JOHN SIMON HENEGHAN
DENISE VALIN MOTE
PATRICIA PRADO-GUTIERREZ
Denise Delaney
Cristopher J Valladares
Peter C Kalamaras
OLIVIA MARIA Lucas
LUIS CHAVEZ
JEFFREY ALLEN PRENTICE
THOMAS WESLEY WAGNER
MARK ALAN BEHRENS
Alexander Koynoff
Gregg Steven Smallen
James Edwin Cargo
MATTHEW PAUL KEWENIG
RICHARD HENRY SHARP
ROBERT CRAIG FRENCH

Within 25 miles of Montgomery, IL, Best Investors lists 320 registered investment advisory firms with 1,078 offices nearby, managing about $17.2T in combined regulatory AUM across 3,117,228 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 Montgomery

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 INVESCO CAPITAL MANAGEMENT LLC $941B AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM