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Best financial advisors in Weldon, IL

Registered advisers within 25 miles of Weldon, IL.

Offices
52
Firms
19
Combined AUM
$6.44T
Firm-wide filings, not assets booked only here
Clients
1.00M
1,001,589 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MORGAN STANLEY
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
IPI WEALTH MANAGEMENT, INC.
BENJAMIN F. EDWARDS & COMPANY, INC.

Investors

Joseph Michael Mouser
Christopher Charles Rigsby
CRAIG WILLIAM MYERS
C Nicole Mann
Pamela Sue Adkins
Alec James Martin
JAMES LEE HARROLD
JASON WAYNE FRANTZ
Bryce Douglas Starkey
Kim O'Donohue
SARAH A DEVEREUX
Nathan Lee Hamm
SANFORD WILLIAM HUBBARD
SCOTT DEAN NEAL
WILLIAM P SHADE
MARY K HOLDEN
Angela Elizabeth Daniels
KEVIN CRAIG KOSLOFSKI
Jessica Lyn Ashmore
MONICA NICOLE CLEVENGER
STEPHEN PERRY CLEVENGER
ROBERT CHRISTOPHER LIPIC
MICHAEL ALLEN MANDRELL
MELANIE ROSIAK SCHELLING
JESSE DEAN RUPP
Jordan Backes
Keith Darren Backes
Nicholos Baum
Emma Watson
EMILY DIANE BARNES
STEVEN L JENNESS
RICHARD ANTHONY NOLTE

Within 25 miles of Weldon, IL, Best Investors lists 19 registered investment advisory firms with 52 offices nearby, managing about $6.44T in combined regulatory AUM across 1,001,589 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 Weldon

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM