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Best financial advisors in NANCY B JEFFERSON, IL

Registered advisers within 25 miles of NANCY B JEFFERSON, IL.

Offices
2,767
Firms
1,095
Combined AUM
$32.0T
Firm-wide filings, not assets booked only here
Clients
5.50M
5,504,101 clients when Item 5C has a number
Avg / client
$5.81M
Combined AUM ÷ clients

Nearby offices

Firms

PACE HEALTHCARE CAPITAL MANAGEMENT, LLC
S2G INVESTMENTS, LLC
GENFI LLC
BROOKSTONE WEALTH ADVISORS, LLC
JMC WEALTH
LPL FINANCIAL LLC
SEQUOIA WEALTH MANAGEMENT, LLC
SARATOGA REALTY INVESTORS LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PARKERGALE, LLC
THORA CAPITAL, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STERLING BAY CAPITAL ADVISERS, LLC
HARRISON STREET ADVISORS, LLC
PERMANENT CAPITAL MANAGEMENT, LP
V-SQUARE QUANTITATIVE MANAGEMENT
VALOR EQUITY PARTNERS

Investors

JULIA ANN ZAKARIAS
Andy Mitkowski
MARK JOSEPH MURPHY
JULIE MARIE MURPHY
SEAN LYMAN
Matthew Ambuehl
John Henry Miller
ELVIA MIREYA SOLIS
IRIS NOELLE SAGRADO
GLENN BENSON STEARS
JOSEPH W. SHENTON
Michael Joseph O'Malley

Within 25 miles of NANCY B JEFFERSON, IL, Best Investors lists 1,095 registered investment advisory firms with 2,767 offices nearby, managing about $32.0T in combined regulatory AUM across 5,504,101 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 NANCY B JEFFERSON

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