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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

SEQUOIA WEALTH MANAGEMENT, LLC
SGL FINANCIAL, LLC
HIGHTOWER ADVISORS, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JOURNEY FINANCIAL GROUP, INC.
PHASE III ADVISORY SERVICES, LTD
HORIZON CAPITAL MANAGEMENT, LLC
NORTH SHORE CAPITAL GROUP INVESTMENT ADVISORS, INC
TSFG, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
DREAM CAPITAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RBC CAPITAL MARKETS, LLC
MERIT FINANCIAL ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

ANTHONY JOSEPH BALDASSANO
STEVEN RICHARD LEWIT
Kaleb Gandy
DYLAN JACOB COWEN
MELVIN LUBELSKI
GABRIEL DAVID LEWIT
ROGER JAY COWEN
STEVEN JAMES THOMAS
Robert Joel Eisenberg
ANDRES GOMEZ TERRONEZ
Martin William Kohlieber
RAHUL PRAKASH SHIRAHATTI
Lavonte Jones
Dominic Daniel Demicco
SHERWIN MARVIN LESK
DEBORAH LYNN FELDMAN
MICHAEL EDWARD LEONETTI
ROBIN LEE STONE
PETER JAMES CONWAY
TERRENCE EDWARD MARYNIW
BRIAN J MCDONAUGH
GERGANA VASILEVA
HALEY STANISZEWSKI
ABIGAIL FAITH HOON
JAMES MASON UREN
JOHN WILLIAM BEVER
MCLAIN TALLUNGAN
MARILYN ANN BILYK
JAMES DAVID PATTIE
JONATHAN MICHAEL RIGONI
Darrel Patrick Rolls
Dustin Adam Decker
Patrick Yore Graham
DANIEL JOSEPH BOUSKA
BRADLEY A. BRUNA
CHRISTOPHER EK HASSELL
MICHAEL JOHN GIBBONS
JOHN CHARLES HENNESSEY
Michael R Nagel
DANIEL MARK NAGEL
JEFFREY P FEINENDEGEN
EDWARD MICHAEL DENTEN
ROBERT JAMES COOK
ERNEST MATTHEW TREMBLEY
Gavin Virtue
KEVIN GERARD MATHEWS
Maria Angela Reyes
TABITHA VIOLET KENNEY
STEVEN E GATTO
ANDREA MAE LECHNER
ROBERT DOUGLAS FOLTZ
Richard Radtke
CHRISTOPHER J COLLINS
WILLIAM MERRITT HOLMAN
CHARLES STEPHENS O'NEIL
Jack Edward Pierce
JOHN JOSEPH BIRKHAUSER
LINDSAY KMAK STRICKLAND
OCTOBERR LYNN WALTER
Benjamin C Perkins
GARLAND BRENT KIZER
FRANCESCO PAUL VITALE
PAUL JOSEPH DONATO
PETER ANTHONY BALISTRERI

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