Best Financial Advisors in Mount Erie, IL

Offices

Firms

Combined AUM

$3.17T

Firm-wide filings, not assets booked only here

Clients

392K

392,311 clients when Item 5C has a number

Avg / client

$8.09M

Combined AUM ÷ clients

Nearby offices

MARGIN ADVISORY GROUP LLC

801 W 9TH STREET ROOM 208
MOUNT CARMEL, IL 62863

24.5 miles away

EDWARD JONES

219 W 9TH STREET
MT CARMEL, IL 62863

24.9 miles away

Firms

MARGIN ADVISORY GROUP LLC

EDWARD JONES

Investors

Noah James Thompson

Hunter W Fuller

Nathaniel Jon Brines

Shawn M Gibson

Within 25 miles of Mount Erie, IL, Best Investors lists 10 registered investment advisory firms with 22 offices nearby, managing about $3.17T in combined regulatory AUM across 392,311 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 Erie

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 BENJAMIN F. EDWARDS & COMPANY, INCORPORATED 23 clients · 519 advisers $18.9B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 PACKERLAND BROKERAGE SERVICES, INC. 25 clients · 181 advisers $1.36B AUM

Nearby offices

MARGIN ADVISORY GROUP LLC

EDWARD JONES

Firms

Investors

Largest firms in Mount Erie