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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

WORLD INVESTMENT ADVISORS, LLC
EDWARD JONES
ROBERTSON STEPHENS
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
PMG WEALTH MANAGEMENT
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRISM PLANNING PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK

Investors

HORACE SEELY-BROWN
JAMES D MCQUAID
JAMES P. MCQUAID
DANIEL EDWARD SIGMAN
Steven Paul VanDusen
THOMAS ROBERT CHERNESKY
JOHN PATRICK DORN
Daniel Allen Zarzynski
Michael Robert Schachner
Robert Thomas Schachner
JAMES WARREN LARSON
TAREK ESSERAIDI
DEAN MARK RATTIN
Erica Burgland Gunther
PHILLIP GUERRERO
GEORGE G MAROUDAS
Ryan T Zentz
SCOTT ALAN DAVIS
ROBERT JAMES WICKENKAMP
RONALD A BERNSTEIN
DANIEL WILLIAM PETERS
BRANDON JAMES CLOUSE
NICOLE MARIE SULLIVAN
Paul David Sylvia
MICHELE MARIE KLEMM
Connor Cook
GARRETT CHARLES KONCAN
Mary Katherine Witte Tabbert
Philip J Fernandez
GUSTAVO A SANCHEZ
SEAN MICHAEL FOWLER
Alan Grossman
SEAN GREGORY DUNNIGAN
DAVID J KOCH
BRIAN RONALD LUEDKE
TIMOTHY JOHN NOTARO
NANCY JEANNE LAGERFELDT
EULALIA M. TURKOWSKI
BARRY MARTIN PROCTOR

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