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Best financial advisors in Rosamond, IL

Registered advisers within 25 miles of Rosamond, IL.

Offices
20
Firms
9
Combined AUM
$2.43T
Firm-wide filings, not assets booked only here
Clients
385K
384,593 clients when Item 5C has a number
Avg / client
$6.33M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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

Within 25 miles of Rosamond, IL, Best Investors lists 9 registered investment advisory firms with 20 offices nearby, managing about $2.43T in combined regulatory AUM across 384,593 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 Rosamond

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 IPI WEALTH MANAGEMENT, INC. 26 clients · 71 advisers $2.66B AUM 8 CSH INVESTMENT MANAGEMENT 291 clients · 2 advisers $67.2M AUM