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Best financial advisors in OAKBROOK, IL

Registered advisers within 25 miles of OAKBROOK, IL.

Offices
6
Firms
6
Combined AUM
$2.40T
Firm-wide filings, not assets booked only here
Clients
423K
422,780 clients when Item 5C has a number
Avg / client
$5.69M
Combined AUM ÷ clients

Nearby offices

Firms

BELPOINTE ASSET MANAGEMENT LLC
CITIGROUP GLOBAL MARKETS INC.
MARINER
MORGAN STANLEY
ROTHSCHILD WEALTH LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Zach Nugent
RITA MAGIC
VALBONA CECI
JIM K GEE
ANDREW CRAIG ATSEFF
BRITTON HILL REYNOLDS
Ethan Michael Schmidt
GABRIELLA ROSE KENT
TYLER DAVID QUALIO
JOHN DOETSCH NEWHOUSE
Michael James Corbett
BRET J PETERSEN
Sean Michael Condon
THOMAS MCCARTHY OBRIEN
MICHAEL J ADLER
CURTIS ROBERT ELLERGODT
Jared Thomas Winkers
DANIEL A KNAPP
Steven Ross Norvid
PHILLIP EUGENE JOHNSON
KYLE JAMES DEPASQUALE
JAMES R DAWSON
Steven Richard McGowan
JOHN JAMES MCGRATH
STEPHEN JACOB MCCORMICK
Jack Warren Rafferty
Jonathan Samuel Kruger
Dale Scott Siligmueller
JOHN WALTON SIMMONS
MATT ESTKOWSKI
JOSEPH SUTTON
MATTHEW CHRISTOPHER MILEWSKI
CAROLE B LIANG
DANIEL DONAHUE
MATTHEW AARON JUNKINS
JEFFREY ULIT
PAUL ANTHONY SIKES
JEFFREY MERCER

Within 25 miles of OAKBROOK, IL, Best Investors lists 6 registered investment advisory firms with 6 offices nearby, managing about $2.40T in combined regulatory AUM across 422,780 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 OAKBROOK

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 3 MARINER 216 clients · 1,005 advisers $125B AUM 4 CITIGROUP GLOBAL MARKETS INC. 2,481 clients · 2,532 advisers $56.0B AUM 5 BELPOINTE ASSET MANAGEMENT LLC 109 clients · 180 advisers $7.58B AUM 6 ROTHSCHILD WEALTH LLC 28 advisers $1.70B AUM