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Best financial advisors in Plano, IL

Registered advisers within 25 miles of Plano, IL.

Offices
460
Firms
147
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,696,738 clients when Item 5C has a number
Avg / client
$4.44M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
TRILLIUM WEALTH LLC
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
MWA FINANCIAL SERVICES INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ATK FINANCIAL PROSPERITY
SERVANT FINANCIAL, LTD.
CETERA INVESTMENT ADVISERS LLC

Investors

James Joseph Ward
JEFFREY CARTER MALAS
WENDY KATHERINE MALAS
Hunter J Sperling
Lucas John Thompson
Alison Marie Smith
CURTIS BRIAN GRYSIEWICZ
Brian Keith Grysiewicz
Shelly Sypien
DAVID FRANK BUCCIFERRO
Seth Andrew Wormley
Daniette Williams-Cerda
Alan John Hubbard
BARTON REID WARREN
STEPHANIE JUNE ROSS
Gregg Steven Smallen
James Edwin Cargo
CHRISTOPHER ADAM FORBES
David Servatius
RICHARD ALLEN WEISSENHOFER
Alexander Koynoff
LUIS CHAVEZ
MARK ALAN BEHRENS
JOHN SIMON HENEGHAN
David Michael Erickson
JEFFREY ALLEN PRENTICE
THOMAS WESLEY WAGNER

Within 25 miles of Plano, IL, Best Investors lists 147 registered investment advisory firms with 460 offices nearby, managing about $12.0T in combined regulatory AUM across 2,696,738 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 Plano

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM