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Best financial advisors in Urbana, IL

Registered advisers within 25 miles of Urbana, IL.

Offices
79
Firms
39
Combined AUM
$7.34T
Firm-wide filings, not assets booked only here
Clients
2.35M
2,349,332 clients when Item 5C has a number
Avg / client
$3.12M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BUSEY CAPITAL MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVE FINANCIAL DESIGNS, INC.
HORACE MANN INVESTORS, INC.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
LESTER FINANCIAL GROUP, LLC
STERLING WEALTH MANAGEMENT, INC.
TENET WEALTH PARTNERS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SERRA VENTURES, LLC
CLINE FINANCIAL CONCEPTS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY

Investors

Neil P Richardson
AARON M. SUTTON
ZACHARY EDWARD HILLARD
ROBERT JAMES BALLSRUD
Cristin Leah Gaines
CHARLES BRENNEMAN CRAWFORD
ADAM NATHANIEL OWEN
VANESSA RAE LEVAN
TODD ANDREW SHEETS
ANDREW EDWARD HAPP
SPENCER PATRICK FIELDS
Robert Rardin
BRIAN DALE HANSON
Alanson Parker Gann
JOHN P CAYWOOD
TIMOTHY A FRANKLIN
BENJAMIN DAVID FRANKLIN
Darrold Alland Kennedy
Nathan Blackburn
DANIEL WILLIAM DITCHFIELD
LAWRENCE PATRICK GRILL
Blake A Lester
TODD ALLEN LESTER
JAMES ARTHUR PLOEGER
SHARON CHRISTINE ALLEN
Seth Stephen Elam
Pablo Andres Jimenez Zamora
RAYMON MICHAEL BROWN
DALY CHRISTA ANDERSSON
Jenna Suzanne Woods
Joshua Abraham Kushner
David Liu Sun
KEVAN MICHAEL MELCHIORRE
Jama R Grotelueschen
KYLE BRENDAN WETTERS
BRIAN WESLEY MCCLURE
R DOUGLAS ERHARD
Kyle Lee Wright
KEVIN MATTHEW POLONUS
SCOTT ERIC CLINE
Priscilla Hennig
CHRISTOPHER WAYNE BOOTH
James R Stewart
CALEB AARON ENGLEHARDT
FREDDIE DEAN CRANDALL
CHRISTOPHER JAMES RAPIER
JONATHAN MYERS
Dillon Wayne Hoel
ANTHONY LEWIS ZAHRN
COURTNEY MARIE GOEMBEL

Within 25 miles of Urbana, IL, Best Investors lists 39 registered investment advisory firms with 79 offices nearby, managing about $7.34T in combined regulatory AUM across 2,349,332 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 Urbana

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM