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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

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
GENEOS WEALTH MANAGEMENT, INC.
HARVEST INVESTMENT SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
FALCON WEALTH PLANNING, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EQUITY SERVICES, INC.
LPL FINANCIAL LLC
LENOX CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CANTLON FINANCIAL PLANNING LLC

Investors

CHRISTOPHER MICHAEL FASH
PERRY ANDREW MIROCHA
LYNN JAMES KAUFMAN
GIL LAWRENCE FASH
David Arthur Condon
Sarah Nicole Stapleton
JOHN PATRICK WHITE
MATTHEW D GRASMAN
JOHN K ALYO
ANNA MARIE DUJAN
Joseph Savenok
Thomas Fogelsong
THOMAS ANTHONY SHANKLAND
JOSEPH WEBB
KEVIN ROBERT LOFFREDI
WENDY JO WEST
LUKE EDWARD BAUMGARTEN
Ryan Lee Kaczmarek
Joshua Payne
Emmanuel Iroko
Jeremy Stehle
RONALD SCOTT PYLE
KENNETH JAMES WILKINSON
Andrew David Barlow
Brenton Timothy Newell
Michael Frederick Sokolik
MICHAEL ANTHONY CORRIGAN
TIMOTHY JOHN NEWELL
BRENT LEE EMERICK
IVY M EMERICK
Sergio I Xula
CHANTAY W MOORE
Robert Paul Pacheco
ARTHUR I REICH
VICTOR TORRES SALVADOR
Anthony Gurrieri
TODD RYLAND KEMP
THOMAS E DRENNAN
Veena Gandhi
NATHANIEL MACAPAGAL SALVADOR
Marek Marian Klincewicz
WEI ZHANG
Michael Edward Sparrow
Elvira Buenviaje Aldana
Richard Bartholomew Leake
MICHAEL R LUDWIG
Michael James Wright
Grant Whybark
MICHAEL ALLEN MARLEY
ERIC THOMAS BREUNIG
ARTHUR HENRY RENIER
TIMOTHY LOGAN
ADAM C. BLAKE
RAYMOND PAUL SCANNELL
DOUGLAS SCOTT RUTH
PARAS GAUTAM
PATRICIA FRANCINE GRAZIOSO
MICHAEL GERARD PRENDERGAST
KYLE STEVEN KLOSOWICZ
LUIS A MARKIN
Joseph Huckleby
JEROME ANTHONY BELLM
Michelle McCarthy
Mary Jo Ardizzone
JOE LUKE CUTURILO
STEVEN MICHAEL GRUTZIUS
Blake Daniel Willis
MICHAEL GERARD MEYER
THOMAS EDWARD GUYETT

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