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Best financial advisors in Pana, IL

Registered advisers within 25 miles of Pana, IL.

Offices
17
Firms
8
Combined AUM
$2.30T
Firm-wide filings, not assets booked only here
Clients
316K
315,778 clients when Item 5C has a number
Avg / client
$7.27M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
TREXLER FINANCIAL ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
CSH INVESTMENT MANAGEMENT
LPL FINANCIAL LLC
IPI WEALTH MANAGEMENT, INC.

Investors

Benjamin James Moore
Jessica Fritcher
CHAD B SUTTON
KRISTEN M. HARTMAN
JARED MICHAEL TREXLER
Joshua Reams
BRADLEY ALAN ARNDT
Kerri Lynn Austwick
Travis Jon Magoulias
Nicole Anne Helm
Blaine Patrick Lacy
ROBBIE IVAN JOHNSON
CHARLES STEVE HENRY
Connor Metcalfe
Bradley Alan Davis
Blake Davis
JEREMY R JOKISCH
CESAR G SISON
Tad Allen Mayhall
ANDREW KENNETH ALEPRA
JORDAN MICHAEL COLBROOK
JERRY ROY YOCKEY

Within 25 miles of Pana, IL, Best Investors lists 8 registered investment advisory firms with 17 offices nearby, managing about $2.30T in combined regulatory AUM across 315,778 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 Pana

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 IPI WEALTH MANAGEMENT, INC. 26 clients · 71 advisers $2.66B AUM 7 CSH INVESTMENT MANAGEMENT 291 clients · 2 advisers $67.2M AUM 8 TREXLER FINANCIAL ADVISORS LLC 1 advisers $25.1M AUM