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Best financial advisors in Palatine, IL

Registered advisers within 25 miles of Palatine, IL.

Offices
2,166
Firms
652
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.24M
3,235,157 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

CWM, LLC
HIGHPOINT PLANNING PARTNERS
EDWARD JONES
VON HOLT FINANCIAL ADVISORS, INC.
AUSDAL FINANCIAL PARTNERS, INC.
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
EP WEALTH ADVISORS
DETTERBECK WEALTH MANAGEMENT
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

JILL ELIZABETH GOSZ
GREGORY A WORCESTER
LISA MARIE THUER
WILLIAM DENNIS NORWOOD
MARK STEPHEN MCCALLUM
RYAN JOHNSON
Corina Sanda Bande-Arias
KIMBERLY RAE TAYLOR
Jon William Flaherty
Joseph Edward Fortunato
DANIEL EUGENE ZALIPSKI
JOHNATHAN MITCHELL KULIKOWSKI
SCOTT MICHAEL ROSENQUIST
THOMAS PATRICK VISLISEL
Kyle Michael Rohrwasser
MICHAEL RICHARD ROHRWASSER
Richard J. Roeser
CRAIG CHRISTOPHER ANDERSON
NEIL L. COHEN
Brock Aaron Von Holt
ALBERT JOHN VON HOLT
WILLIAM THEODORE KARSTENSON
ROBERT WILLIAM KARSTENSON
ROBIN MARIE DROST
ERIC MATTHEW FRECKMAN
MICHAEL THOMAS MCKEVITT
TERRENCE JOSEPH MORAN
LINDA SUE COFFEY
Steven John Carsello Patzke
FRANK THOMAS PATZKE
LESTER GEORGE DETTERBECK
BRETT MARRIOTT DETTERBECK
PARKER ALEXANDER RING
Margaret McMahon
Richard Scott Scheflow
Daniel Emmett OConnell
Ryan Dees
Robert B Smith
JING PING XU
Alejandro Munoz
Aneta Ivanova
THOMAS WILLIAM BARNICLE
BILL RIZOS
Deborah P Gabriel
Robert Todd Christman

Within 25 miles of Palatine, IL, Best Investors lists 652 registered investment advisory firms with 2,166 offices nearby, managing about $19.5T in combined regulatory AUM across 3,235,157 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 Palatine

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