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Best financial advisors in Mount Prospect, IL

Registered advisers within 25 miles of Mount Prospect, IL.

Offices
3,037
Firms
1,176
Combined AUM
$32.2T
Firm-wide filings, not assets booked only here
Clients
5.57M
5,574,143 clients when Item 5C has a number
Avg / client
$5.78M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
ALO FINANCIAL PLANNING
STRATFORD INVESTMENT ADVISORY GROUP, INC.
U.S. BANCORP ADVISORS, LLC
DALY INVESTMENT MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.

Investors

Roman Berkusenko
JAMES N ARGENTINE
Derick Enos
ADAM KRZYZEWSKI
Laura Lee Beran
Victor P Simonelli
Bruce Wayne Biedar
Chad Bauer
James Brandon Simmons
JOHN BENJAMIN NOWAK
ARTHUR JOHN BUSBY
Robert Thomas Stoltz
Anthony Peter Segalla
Andrew Segalla
JOHN PATRICK DALY
MATTHEW DAVID CALLERO
ARTUR WIECZOREK
Seung Yeup Lee
Casandra Ann Nawrocki
Aldis Elezovic
Christina Clare Chervenak
Daniel K. Chervenak
SYLVIA MARTA JAKUBOWSKI
FREDERICK GREGORY LUCAS
Andrew Patrick Henderson
Manuel Madriz
Blake Michael Warner
ROBERT JOHN ACHILLE
JOHN PETER O'CALLAGHAN
RITA REULAND BROWN
JAMES J RONAYNE

Within 25 miles of Mount Prospect, IL, Best Investors lists 1,176 registered investment advisory firms with 3,037 offices nearby, managing about $32.2T in combined regulatory AUM across 5,574,143 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 Prospect

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 INVESCO CAPITAL MANAGEMENT LLC $941B AUM