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Best financial advisors in Rockford, IL

Registered advisers within 25 miles of Rockford, IL.

Offices
181
Firms
68
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.66M
2,655,934 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
DIBENEDETTO & ASSOCIATES LTD
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
HARBOUR INVESTMENTS, INC.
MADISON AVENUE SECURITIES, LLC
U.S. BANCORP ADVISORS, LLC
KEATING FINANCIAL ADVISORY SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

NICOLE D MORIG
JEFFREY CHARLES DIBENEDETTO
NATHAN ALAN ARROYAVE
Daisy R Fernandez
KRISTINE LYNN WHITE
MICHAEL A WHITE
MARK W LOTZER
Tonya Kalodimos
RODELLE LAVERNE ZUBERBUHLER
Tony Ramez Torbey
Craig Gerald Homb
JOHN LUKE HAREZLAK
COLE JOSEPH KIRCHHOFF
CAROL JEAN KEEDY
Lisa M Richard
Carl Gnewuch
ANTHONY JOHN POZZI
JEREMY CHAD MASHBURN
NICHOLAS EDWARD OLDENBURG
Justin Schwamberger
Nathan Paul Smith
Michael Patrick Donnelly
STEVEN FREDERICK DOEPKE
DANIEL KENNETH NORMAN
BRIAN LESLIE FAULK
MATTHEW TODD YOUNG
Casondra K Rowley

Within 25 miles of Rockford, IL, Best Investors lists 68 registered investment advisory firms with 181 offices nearby, managing about $11.5T in combined regulatory AUM across 2,655,934 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 Rockford

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM