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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

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
TOTAL CLARITY WEALTH MANAGEMENT, INC
THE INVICTUS COLLECTIVE, LLC
FIFTH THIRD SECURITIES, INC.
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC
HIGHPOINT PLANNING PARTNERS
EDWARD JONES

Investors

CHRISTOPHER GEORGE SUTHERLAND
JEFFREY D HEJZA
Laura C Repel
Meghavi Damani Rosean
Connor Terry
Andrei A Neuhaus
Robert Joseph Siers
Jonathan R. Jansky
Kerry Schwarcz
MARTIN JOHN FOGARTY
CONNOR JAMES HICKEY
CHRISTIAN NATHANIEL HABITZ
Robert Dean Bower
Travis Army
BRIAN WALLER
Jenna Sellman Wischhover
GERARD CHARLES BUCHANAN
MEADE ALICE CRAMPTON WHITAKER
JUDITH J CRAMPTON
ARVINDER KAUR KOCHAR
SAMUEL PAUL LEE
Justin Blades
Meriam E Putrus
Andrew W Stevenson
MAZIN HABIB
ADAM ROSS SELMAN
Silvio D. Morales
NICHOLAS CHRISTOPHER TRULIS
Alexander John Pawlukowsky
George Aslanidis
MARY NICOLE DENICOLO
Shawn F Marks
EDWIN BOYZO
Lane Stephens
MICHAEL RICHARD LAKOTA
Daniel Sano
May A. Khamo
Eric Yum
Drew Vasquez
Joe Lala
Jeremy Park
Eric E Eugene
Timothy Carlill Ryder
Michael Gregory Ryder
Jonathan George Ryder
Gregory I. Goodsitt
PAUL MOZIS
Michael Nicholas Cardella
Peter C St Aubin
Jeffrey Leo Cardella
Lisa Lynn Duncan
TERRENCE EDWARD MARYNIW

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