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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

LASALLE ST. INVESTMENT ADVISORS, L.L.C.
EDWARD JONES
MOMENTUM FINTECH LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
PROVIDENCE WEALTH ADVISORS, LLC
KADISAK FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PRAIRIEVIEW WEALTH & TAX ADVISORS
CHARLES SCHWAB & CO., INC.
FIFTH THIRD SECURITIES, INC.
INTENTGEN FINANCIAL PARTNERS
LATKO WEALTH MANAGEMENT, LTD.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

LAURA F CHIARAMONTE
BRUCE GENE VOLLRATH
GERRI LYNN MICHALSKI
Brian A. Hansen
CHWEI-GUANG CHIOU
Jeffrey CARL Lamb
SANDRA LYNN MCCLANAHAN
GABRIEL ANDORF CHAVEZ
BARTH J MORREALE
DOUGLAS ALAN SCHULTZ
Jay David Faler
LAURA MARIE FASAN
BRIAN GRANATO
DOUGLAS ANTHONY DEGROOT
NICOLE LYNN SMIT
Brett Richard Schaibley
JACOB W KADISAK
ROGER W KADISAK
John E Bozett
Edward William Bozett
Curtis Brian Magurean
Anthony Blaize Hakey
KATIE MILLAR
TIMOTHY ALLEN REGAN
ROBERT EDWARD MORVICE
Kaitlyn Hedger
Anthony Petan
GERARD THOMAS QUINN
Ashley E Finney
David Eric Zaycek
MAJA BARIC
LUCERO RAMIREZ
JERRY LAROY PARKER
ZACHARY ANDERS LARSON
COREY JAMES SCHMIDT
JACOB SCHATZ
Michael William Mathey
Andrew Gregory Abel
Joseph Thomas Schmitt
Cole Allen Vickrey
Jack Joseph Ayotte
Patrick James Morris
Carl Dalsgaard Christiansen
DAVID WARREN LATKO
DAVID WARREN LATKO
STEVEN CHARLES GALMINAS
David Benjamin Dykstra
Marisa Gutierrez

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