Best Investors Account Sign in

Best financial advisors in Mount Carroll, IL

Registered advisers within 25 miles of Mount Carroll, IL.

Offices
40
Firms
16
Combined AUM
$3.70T
Firm-wide filings, not assets booked only here
Clients
472K
472,238 clients when Item 5C has a number
Avg / client
$7.84M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
VITAL CAPITAL LLC
HARBOUR INVESTMENTS, INC.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC

Investors

Christopher Matthew Folmar
Kyle K Fleischer
Talia Allen
Austin McNeal Eck
JACOB PAUL WOODCOCK
JAMES C NELSON
JOHN H NELSON
Travis Morehead
DAVID MICHAEL NELSON
AMY LYNN CAVANAUGH
Jamie Lynn Hugunin
MICHAEL D STEIGERWALD
Andrew J Feller
Matthew Alan Coon
Jerome Bernard Kedley
Taylor Krisitine Maciaszek
Christie Rutenbeck Akins
Tonya M Wiersema
PETER ERIC HEMBROUGH
Dylan Robert Devers
NATHAN COLE WELLS
JOSEPH IRVIN WELLS
Chase Graham
Katie Ann Rothenberger
STEVEN JAMES NAPOLITANO
KERRY DALE TOPOROWSKI
JEFF ROMANS
JOSHUA JAMES GREENFIELD
SEAN DANIEL VANHILLE
NIKAYLA SIERRA PETTA
Shawn Scott Lorion
DAVID EUGENE BUTCHER
RYAN LEE JOHNS
Michael David O'Keefe
PATRICK THOMAS LONERGAN
CAREY YEARY HILBURN
JULIAN MITCHELL ARNDT
NATHAN A KREINBRINK
Matthew Zumdahl
ERIK RODELLE ZUBERBUHLER
Ryan Randall
TRICIA LYNN HOLDGRAFER
Thomas Casey
ROBERT VERNON CARR
BRET ROBERT JOHNSON
KARA ANN HOWE

Within 25 miles of Mount Carroll, IL, Best Investors lists 16 registered investment advisory firms with 40 offices nearby, managing about $3.70T in combined regulatory AUM across 472,238 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 Mount Carroll

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 SAVANT WEALTH MANAGEMENT 170 clients · 405 advisers $55.6B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM