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Best financial advisors in Waterloo, IL

Registered advisers within 25 miles of Waterloo, IL.

Offices
495
Firms
141
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.03M
2,031,615 clients when Item 5C has a number
Avg / client
$5.70M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
NBC SECURITIES, INC.
SIGNIFY WEALTH LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
BLACKRIDGE ASSET MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GATEWAY WEALTH MANAGEMENT, LLC
MAI CAPITAL MANAGEMENT, LLC

Investors

Travis Kent Selner
Matthew Gerald Trautman
Amy Lynn Pfaff
Becky Leigh Shaughnessy
Nicholas Andre Oberle
STEPHEN PAUL MICHAEL RHODES
Morgan Danielle Summers
Javier Duren
CALVIN ERIC WILLIAMS
ERICA NICOLE JAMES
Lyle Matthew Cady
Miguel Angel Lopez
ROBERT WILLIAM WAUGH
RYAN CHRISTOPHER WOLK
Jason Bradley Heldenbrand
Josiah Altis
Marc Adam Tenholder
Michael Joseph Oestereich
Lisa Michelle Avenevoli
DONALD EUGENE TINNIN
CHARLES SMYTH BARKER
LLOYD VINCENT NAES
Christopher Grimes Ernst
Dustin Daniel Brown
SCOTT WILLIAM LAY
Jennifer Marie Mackie
DAVID MICHAEL FOSTER
Ray Dean Kloppenburg
Hannah J Kloppenburg
ROBERT CHRISTOPHER CHORLINS
Devin Robert Fraley
JOAN DENISE MALLOY
AARON J ZISKA

Within 25 miles of Waterloo, IL, Best Investors lists 141 registered investment advisory firms with 495 offices nearby, managing about $11.6T in combined regulatory AUM across 2,031,615 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 Waterloo

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