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Best financial advisors in Mount Vernon, IL

Registered advisers within 25 miles of Mount Vernon, IL.

Offices
33
Firms
14
Combined AUM
$3.85T
Firm-wide filings, not assets booked only here
Clients
551K
550,767 clients when Item 5C has a number
Avg / client
$7.00M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EQUITABLE ADVISORS, LLC
CENTAURUS FINANCIAL, INC.
LPL ENTERPRISE, LLC
U.S. BANCORP ADVISORS, LLC
TERRAPENE CAPITAL

Investors

Wesley Dale Schumm
Sheila Ann Burge
Michael Douglas Kroeschen
SCOTT ALAN OWENS
BEVERLY ANN HART-MEEK
REX WALTER SCOTT
Sean Alden Scott
Douglas Wayne Lampley
WENDI WILSON
KARLIE COFFEY
JOHN TOLLIVER
CYNTHIA JONES
MICHELLE SUSAN STROM
EMILY VOEGELI WILSON
JORDAN WILLIAM SHAEFFER
Chad David Curd
ROBERT PAUL COATS
DAVID WAYNE NICHOLS
Dylan W Nichols
ANTHONY WAYNE WIELT
Bronson Jeffrey Meyer
Christopher B Krupp
Austin K Snider
Seth Cameron Silger
Sean Michael Fairclough
John Wayne Yardley
Scott Anthony Williams
Jay Roberts Luse

Within 25 miles of Mount Vernon, IL, Best Investors lists 14 registered investment advisory firms with 33 offices nearby, managing about $3.85T in combined regulatory AUM across 550,767 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 Vernon

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM