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Best financial advisors in Roxana, IL

Registered advisers within 25 miles of Roxana, IL.

Offices
700
Firms
252
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,073,832 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

BENJAMIN F. EDWARDS & COMPANY, INC.
EQUITABLE ADVISORS, LLC
SLAGLE FINANCIAL, LLC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OPPENHEIMER & CO. INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PRINCIPAL SECURITIES, INC.
CARSONALLARIA WEALTH MANAGEMENT, LTD.
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FELTL ADVISORS

Investors

Richard Jason Rehg
JOHN MATTHEW MORRISSEY
AMY MARIE WINFREY
RONALD HENRY FRANZEN
CHRISTOPHER JAMES DORSEY
Connor Joseph Bouse
Joshua Ohl
JONATHAN CHRISTIAN CATHEY
Aaron Patrick Keune
CHAD A SLAGLE
CHAD ANDREW TOBIN
Antonio E Perez
Robert William Sims
Blake Aaron Williams
NICHOLAS WEBB
Hannah Larissa Smith
Emily R Berkenbile
LISA ANN HOCK
TODD J GROESCH
KEVIN GEORGE NICOL
Matthew Eric Johnson
ADAM FRANKLIN WOLFE
MICHAEL ALLEN BABCOCK
Michael T Babcock
Jacquelyn Kelly Schmidt
RICKEY D BELLEW
DANIEL PHILLIP FEICHTNER
STEPHEN J HEIL
DENANNE MICHELLE HEIL
DAVID GERARD PLOCHER
MATTHEW PETER KOPECKY
SCOTT DOUGLAS CARSON
MARK VINCENT ALLARIA
JOSEPH MICHAEL ALLARIA
Jeffrey Ryan Waters
Tyler Hasty
Michael Robert Wiedner
Michael Joseph Seefeldt
Lauren T Von Qualen
GREGORY LAWRENCE WIEGERS
Whitney Ann Cadagin
KEVIN MICHAEL CADAGIN
DENNIS EDWARD ULRICH
STANLEY JOSEPH BELTRAMEA
DREW ACHTER
Morgan Adrienne Langendorf
MATTHEW ROBERT GRAHN
ANDREW JAMES GRAHN
BRICE ANDREW ARMSTRONG
JUSTIN ANTHONY MCBRIDE

Within 25 miles of Roxana, IL, Best Investors lists 252 registered investment advisory firms with 700 offices nearby, managing about $15.5T in combined regulatory AUM across 3,073,832 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 Roxana

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