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Best financial advisors in New Holland, IL

Registered advisers within 25 miles of New Holland, IL.

Offices
21
Firms
6
Combined AUM
$2.15T
Firm-wide filings, not assets booked only here
Clients
263K
263,405 clients when Item 5C has a number
Avg / client
$8.15M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES

Investors

Lucas Owen Porritt
Ian M Koch

Within 25 miles of New Holland, IL, Best Investors lists 6 registered investment advisory firms with 21 offices nearby, managing about $2.15T in combined regulatory AUM across 263,405 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 New Holland

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 PACESETTER FINANCIAL GROUP, L.L.C. 2 clients · 4 advisers $170M AUM