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Best financial advisors in West Dundee, IL

Registered advisers within 25 miles of West Dundee, IL.

Offices
1,414
Firms
415
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,225,018 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
TLG ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SANSONE CPA & FINANCIAL
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
SIMPLIFIED WEALTH MANAGEMENT, LLC
SISU MANAGEMENT LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TIMOTHY J MCDONALD CPA CFP
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
VESTGEN ADVISORS, LLC
PROSPERA FINANCIAL SERVICES, INC.
THE DALA GROUP, LLC
CLEARWATER CAPITAL PARTNERS

Investors

Heather Torseth
OWEN LEE JOHNSON
James Charles Farmer
Donald William Baran
John Constantine Rousos
Debleena Chaudhuri
Anton Prokopenko
Amber Luczak
Timothy J Matta
TIMOTHY J O'CONNOR
Matthew OConnor
Patrick JL OConnor
Michael J Graft
LESLIE ANNE HERR
MARIA D GRAFT
STEPHEN R TODD
Mitchell Austin Todd
Erik Andersen
ELLEN BARBARA CRABTREE
TED L ORZEHOSKIE
TIMOTHY JAMES MCDONALD
DANIEL MICHEAL HARLEY
CHRISTOPHER LEE MAXWELL
WILLIAM JOSEPH VLAZNY
JANICE KAY VLAZNY
ERIC ANTHONY MESKO
Brendan Thomas Donlevy
Bret James Mooney
Tristan Paul Carone
KEITH BRIAN MOONEY
RIKK RODRIGUEZ
THEODORE K BUCKLEY
Eric Mooney
MICHAEL EDWARD PAGE
RALPH NICHOLAS BACKE
TINA MARIE BARRILE
MICHAEL DAVID HEATWOLE
Dana Rose Arvanites
Trey Daniel Roach
Peyton R Brousseau
LINETTE MEJIA
STACY J BROMANN
KIMBERLY CHRISTINE VELASCO
ALEXIS SWANEY
Melissa Jean Dailey
ALAN RODNEY KRAUSE
Valerie Neff Hogan
GREGORY W DAVIS
KEVIN JOSEPH ROCHFORD
JEFFREY PAUL DEHAAN
TYLER JAMES BEACHLER
JAMES FOSTER CHAPMAN
KEVIN G CARANI
Hunter J Sims
Jacob Matthew Clark
Carter King
JOHN WILLIAM SLEETING
JOHN EDWARD CHAPMAN
Braden Christopher Maher
Randolph T Yu
Heather E Helmers

Within 25 miles of West Dundee, IL, Best Investors lists 415 registered investment advisory firms with 1,414 offices nearby, managing about $18.1T in combined regulatory AUM across 3,225,018 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 West Dundee

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 INVESCO CAPITAL MANAGEMENT LLC $941B AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM