Best Investors Account Sign in

Best financial advisors in Trout Valley, IL

Registered advisers within 25 miles of Trout Valley, IL.

Offices
1,098
Firms
350
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,186,084 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH BUILDER FUNDS LLC
HERITAGE STRATEGIC WEALTH, LLC
SIGNIFICANT WEALTH PARTNERS LLC
EDWARD JONES
INTEGRATED ADVISORS NETWORK LLC
SIMPLIFIED WEALTH MANAGEMENT, LLC
ACRYLIC FINANCIAL, INC.
MIDWEST PROFESSIONAL PLANNERS, LTD.
THRIVENT INVESTMENT MANAGEMENT INC.
EQUITY SERVICES, INC.
SOUND INCOME STRATEGIES, LLC
TIMOTHY J MCDONALD CPA CFP
OSAIC WEALTH, INC.
CLEARVIEW WEALTH SOLUTIONS, LLC

Investors

Heather Torseth
OWEN LEE JOHNSON
PHILLIP GARTZ HORN
David Christopher Leuze
Alayna Leuzé
BRIAN WILLIAM ATKINS
Joshua Lynn Lang
Amber Luczak
Timothy J Matta
WILLIAM GEORGE YOCIUS
Michael J Graft
LESLIE ANNE HERR
MARIA D GRAFT
PATRICK ARTHUR GIERKE
Bryson John Cioni
WAYNE JOSEPH POVER
GREG ALAN IMHOFF
JEFFREY ALLAN RODGERS
AMANDA LYNN GREEN
Jessica Meulendyke
SCOTT S MCKEEVER
JAY WILLIAM WEYERS
Andrew James Mitchell
RYAN SPENCER ALEXANDER
Cheryl Lee Kranz
Janine M Kerin
Jennifer Marie Hemmy
TIMOTHY JAMES MCDONALD
ELLEN BARBARA CRABTREE
KENNETH M. PAWULA
JAMES MICHAEL DAVIDS
ANDREW DOUGLASS CARMAN
PATRICIA MARY LORIS
JOSEPH D RICCIARDI
MICHELLE MARY MILLIKEN
KEVIN MICHAEL HANNON
RICHARD RONALD FURMANSKI
GERY JOSEPH SADZEWICZ

Within 25 miles of Trout Valley, IL, Best Investors lists 350 registered investment advisory firms with 1,098 offices nearby, managing about $15.9T in combined regulatory AUM across 3,186,084 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 Trout Valley

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