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Best financial advisors in Swansea, IL

Registered advisers within 25 miles of Swansea, IL.

Offices
739
Firms
239
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,079,204 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
HUNTLEIGH ADVISORS, INC.
MML INVESTORS SERVICES, LLC
UMB FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Investors

KRYSHELLE LYNN JACOBS
DIMITAR NIKOLAEV MUSHKOV
JAMES RONALD WELCH
Daniel G Lane
Brendan Sawyer
KATHLEEN BRIDGET KERNAN
ROBIN LYNN HEIKEN
Richard Edward Yoch
JENNIFER ANN LAWSON
PAUL NICHOLAS FEDER
DAVID VINCENT SCHRADER
RICHARD LEE MARTINI
Michael Staley
Benjamin David DeMond
Patrick Oglesby
Kevin David Pflug
Mark Anthony Schmitt
AARON W LARAMORE
Reece Goddard
Logan Gage Isaacs
MICHELLE RENEE KRAINTZ
MICHAEL D CLEVELAND
Sloane Egan
Kimberley Roxanne Siegel
Thomas Michael Egan
Kyle Bruce Williams
KEVIN RAY EDWARDS
DEBORAH JEAN EDWARDS
DAVID MICHAEL CIMAROLLI
JARED D DYKES
MOR WILSON
Donna Lee Harris
Sara Elizabeth Sutherland
ROBERT ALAN STONE
Charles Scott Geringer
Stacy Ann Richmond
MICHAEL LEE DUNNIGAN
RYAN MILLER
MICHAEL DUNNIGAN
John M Pratl
Jeff Gerard Pratl
Joseph Abram
Elizabeth Marie Reepe
DANNY THOMAS REEVES
Stephen Joseph Otto Torre
Quinn Patrick Jansen
Spencer Thomas Beckmann
ETHAN JAMES ALBERS
ELIZABETH J WHIPPLE

Within 25 miles of Swansea, IL, Best Investors lists 239 registered investment advisory firms with 739 offices nearby, managing about $15.6T in combined regulatory AUM across 3,079,204 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 Swansea

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