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Best financial advisors in Round Lake Beach, IL

Registered advisers within 25 miles of Round Lake Beach, IL.

Offices
968
Firms
344
Combined AUM
$15.7T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,181,823 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
MICHAEL NIEMCZYK ASSOCIATES, INC.
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ALEJANDRO PIZARRO
Casey Alyn Torrey
ERIC BOWDEN
BRIAN RONALD BUDIL
Elise E Leszczynski
James T. Williams
Aparna Sarma
CARL RICHARD ZEGAN
MICHAEL L NIEMCZYK
Travis Michael Brown
Rick J Melone
STEPHEN WAYNE OSTROWSKI
RYAN MICHAEL CURTIS
GREGORY J HILGENBERG
George Patton Yost
CAROLYN KATHERINE Rowland
JOSEPH PETER VELEZ
KATHY ANN MERRITT
Mannan Z Abbasi
Adriana Edwards
Jorge Herrera
DANIEL MICHAEL VOLK
DAVID LAWRENCE DINGMAN
KENT ROBERT ROUSE
Macklin Larsen

Within 25 miles of Round Lake Beach, IL, Best Investors lists 344 registered investment advisory firms with 968 offices nearby, managing about $15.7T in combined regulatory AUM across 3,181,823 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 Round Lake Beach

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM