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Best financial advisors in Oswego, IL

Registered advisers within 25 miles of Oswego, IL.

Offices
1,072
Firms
317
Combined AUM
$16.6T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,099,391 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
ATK FINANCIAL PROSPERITY
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC

Investors

David Michael Erickson
JEFFREY ALLEN PRENTICE
THOMAS WESLEY WAGNER
MARK ALAN BEHRENS
LUIS CHAVEZ
Robert George Wack
MAJA BARIC
Matthew Roger Bish
Curtis D. Andrews
SANEL BEHLIC
Alexander Koynoff
RICHARD ALLEN WEISSENHOFER
Gregg Steven Smallen
James Edwin Cargo
LORETO ARZOLA
NICHOLAS B TATRO
Timothy Scott Hoag
Uriel Gonzalez
Nicholas Ferraro
Kerry Irene Bleuher
Gerald Abram Rife
FEDERICO A RODRIGUEZ
Seth Andrew Wormley
Ernesto Pacheco

Within 25 miles of Oswego, IL, Best Investors lists 317 registered investment advisory firms with 1,072 offices nearby, managing about $16.6T in combined regulatory AUM across 3,099,391 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 Oswego

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 INVESCO CAPITAL MANAGEMENT LLC $941B AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM