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Best financial advisors in Royal Lake Resort, IL

Registered advisers within 25 miles of Royal Lake Resort, IL.

Offices
26
Firms
9
Combined AUM
$2.48T
Firm-wide filings, not assets booked only here
Clients
388K
387,846 clients when Item 5C has a number
Avg / client
$6.39M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
POWERS ADVISORY GROUP, LLC

Investors

CHAD EDWARD BURNS
MARK Joseph KORTE
PEGGY L. ELLIOTT
Kevin Michael Dewaele
Lisa Michelle Driscoll
Brian Dennis Becker
BRADLEY ALAN ARNDT
Joshua Reams
Nicholas Dale Rutz
RICHARD GEORGE RINGWALD
MATTHEW THOMAS POWERS
Grant Matthew Fridley

Within 25 miles of Royal Lake Resort, IL, Best Investors lists 9 registered investment advisory firms with 26 offices nearby, managing about $2.48T in combined regulatory AUM across 387,846 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 Royal Lake Resort

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B 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 MIDWESTERN SECURITIES TRADING CO.,LLC 56 advisers $1.98B AUM 8 POWERS ADVISORY GROUP, LLC 1 clients · 4 advisers $330M AUM