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Best financial advisors in Shorewood, IL

Registered advisers within 25 miles of Shorewood, IL.

Offices
746
Firms
224
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,030,230 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AUSDAL FINANCIAL PARTNERS, INC.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UNITED ADVISOR GROUP
MORGAN STANLEY
INTEGRATED WEALTH CONCEPTS LLC

Investors

Paul Andrew Kalafut
Jeff Slattery
CYNTHIA MAE WALTERS
Adam Underhill
DAVID CLINTON HILL
DAVID HALDEMAN
GINEVRA DIANA BASSO-LAHA
DAVID KENNEDY ODELL
BRIAN DAVID ODELL
BENJAMIN DAVID O'DELL
TIMOTHY D ODELL
Joshua W Ruland
Francesca Vanderwall
Omar Martinez Ortiz
Alfredo Lopez
Mark Edward Karner
Jason M Hall
Creighton Karner
TIMOTHY MASON
TED C BERMAN
Matthew E Dollinger
Scott A Segobiano
Edward Joseph Dollinger
Samuel Patrick Williams
Nicholas James Tyrell
PEGGY CHO ROBINSON
John Charles Gillmann
John Matthew Schimanski
Amanda Marie Trizzino
TODD RUSSELL YOUNGBERG
Michael Hullinger
Dorian Scott Holmes
AMY LYNN MONTGOMERY
ANDREA LYNN ROESEL
Michael William Kruchten
ROBERT GEOFFREY STENZEL
ADAM GREGORY PROVANCE
JESSICA RENEE MARTIN
Tyler Edward Spiezio
Michael James Murray
BRYAN ROBERT BERTANI
Michael Cullen Murray
JEREMY CHAD FTACEK
MARIE SUSAN KNORR
PAMELA ANNE BETTENHAUSEN
JOHN JOSEPH DEMARCO
Jennifer Dawn Tibbs
THOMAS MICHAEL NORTHEY
WILLIAM ROBERT CONTE
Luke R Brady
BRIAN RICHARD TARRO
CRAIG JOSEPH HORVATH

Within 25 miles of Shorewood, IL, Best Investors lists 224 registered investment advisory firms with 746 offices nearby, managing about $15.1T in combined regulatory AUM across 3,030,230 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 Shorewood

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 INVESCO CAPITAL MANAGEMENT LLC $941B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 INVESCO ADVISERS, INC. 217 advisers $750B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM