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Best financial advisors in Plainview, IL

Registered advisers within 25 miles of Plainview, IL.

Offices
84
Firms
37
Combined AUM
$7.18T
Firm-wide filings, not assets booked only here
Clients
2.53M
2,527,307 clients when Item 5C has a number
Avg / client
$2.84M
Combined AUM ÷ clients

Nearby offices

Firms

GENESIS WEALTH MANAGEMENT
EDWARD JONES
LPL FINANCIAL LLC
IPI WEALTH MANAGEMENT, INC.
LEGACY WEALTH PLANNING
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CETERA INVESTMENT ADVISERS LLC

Investors

Jamie Christine Payne
Michael Brandon Sharp
Michael D Hadley
Ashley Marie Archibee-Hadley
GREGORY HERPLE CRAINE
Andrea L Kessler
Andrew James Brown
CHRIS CHARLES HAMMANN
Anthony John Erzen
Sara Elizabeth Hinthorne
Brian Elliott Keister
JOSEF D CHIAPELLI
Joshua Charles Keister
Kenneth W. Harmon
Andrea L Kramer
David Lee Devall
John Whitworth
Colten C Steiner
Nora Jean Steiner
Dalton Marshall Gray
Thomas G Lane
Gregory Owen Frazier
KATHLEEN ANN CARRICO
JAMES JOSEPH CLAYWELL
Terri Jo Schneider
STEPHEN STRINNI
Andrea Lynn Yoder

Within 25 miles of Plainview, IL, Best Investors lists 37 registered investment advisory firms with 84 offices nearby, managing about $7.18T in combined regulatory AUM across 2,527,307 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 Plainview

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM