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Best financial advisors in Westchester, IL

Registered advisers within 25 miles of Westchester, IL.

Offices
3,098
Firms
1,163
Combined AUM
$32.1T
Firm-wide filings, not assets booked only here
Clients
5.51M
5,512,023 clients when Item 5C has a number
Avg / client
$5.82M
Combined AUM ÷ clients

Nearby offices

Firms

PICKWICK WEALTH MANAGEMENT
OSAIC WEALTH, INC.
WAVERLY ADVISORS, LLC
LPL FINANCIAL LLC
CAPITAL RESOURCE MANAGEMENT,INC.
PARKSIDE INVESTMENTS, LLC
INDIVISIBLE PARTNERS
NEWEDGE ADVISORS
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
GOLDMAN SACHS WEALTH SERVICES, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Christina Maria Walasik
Louis B. Gottlieb
Christopher Rhoades
Bradley Michael Steinman
MARVIN STEWART HEIMAN
SHERWIN DAVID KOREY
TODD ALAN NEEDLMAN
ALAN (NMN) COLE
DEBBIANN FRENZEL
JOHN CHARLES KEARNEY
CHRISTOPHER IRVING ENGELMAN
LISA ANN YOEST
GLENN ALLEN BAKER
ETHAN DANIEL HAFNER
ANDREW M CARDILLO
ADAM GLANCY RITTER
MELINDA AMBERG VAJDIC
COLIN BRENNAN
Joseph Emme
NICHOLAS ROCCO ROSSETTI
JAMES MICHAEL SANTOS
JOSEPH PAUL ROSARIO
KELSEY JAKE CAGLE
TRAVIS SYLVESTER
STEVEN LAWRENCE HYMAN
JOSHUA SAMUEL NOPARSTAK
CHARLES M NOPARSTAK
DAVID ALLAN MARCUS
STEVEN CHARLES GALMINAS
MAJA BARIC
LUCERO RAMIREZ
JERRY LAROY PARKER
SEAN THOMAS KOELBL
FRANCIS JOSEPH FAZIO
SCOTT MICHAEL SOLOMON
MELISSA J STREICH
DANIELLE ANNE THIEL
KYLE GARRETT STOKIEN
THOMAS P DAVIDSON
TRAVIS NIGRO
JOSEPH MICHAEL STINTON
CHRISTOPHER JOSEPH VALVASSORI
ANDREW DEMPSEY MCLEAN
JACOB JOSEPH BRUNETTI
Bryce Morgan Bockin
Meya Chaylse Myrick
Mikela Louise Ryan
Grace Rita Lyons
Grant Powell Hawkins
Arinola Afolabi
Nivene Al Ibrahim
Mashaab Munaf
Nafissa Bounia Yahaya
Alp Yener Gundes
Thomas Steven Sevastianos
Ethan David Shack
Lilly S Adelstein
Rebecca Anna Karpel
Mariam Samara Blanco Paz
Virginia Jane Morrow
William Sebastian Farkas
Shane Michael Ellis
Shelton Mudzingwa
Natalie Marie Williams
Mariam Sargsyan
Thomas William Zimmerman
CHRISTINE LOUISE THORNBURG
RICHARD B SUGARMAN
STEPHANIE L GRAF
ZACHARY MICHAEL BARRY
ADDAM MICHAEL PIAZZA
MATTHEW ROBERT SEARS
EMILY ANE SOBUT
CHRISTOPHER A ZAJAC
JOSEPH LOUIS STASKO
JUNCHENG YANG
PETER THOMAS KANE
DAVID JOSEPH MCGUFFEY
JASON MICHAEL MUDROCK
PIERCE MITCHELL KAUFMAN
JOHN DEWALD
MATTHEW THOMAS HAMMER
DANIEL SUNDAY
Alexander Von Ribbeck Schon
COLE JACOB PEDRO
KELETSO HOPE Zondo
KAREN MOTHKOVICH
JEFFERY CODA
Scott Robert Nicholson
Charles Burnham Fry
Alec Hoffman McEachern
ADRIANA JOVSIC
JULIA DONITA LARSON
Joao Pedro de Figueiredo Godoy
TAYLOR Nicole HERNET
Olivia Postweiler
MARIA ELENA DANAKOU
AUDIE MURPHY
DANIEL LANMAN
DOMINIC J ROSSO
NOLAN LENC
Molly Catherine Mohajir
Nicholas Robert Hruskoci
Emma Olivia Kramer
PATRICK NEIL BOUSLOG
HEIDI GAY GOETTING
CASEY SCOTT VAUGHAN
BRIAN J WOODRUFF
MICHAEL ADAM BEMORAS
Edward Joseph Zegers
RYAN MICHAEL DALIEGE
Kirstin Molloy Wiskirchen
AMIR A AHMED
ERYN RACHEL CLEMENS
TYLER CHARLES HUJIK
MATTHEW A KUMZI
ELLIOTT DAVID THRON
KAREN A HENDRICK
DAVID EDWARD ROG
Carson Eric Poulin
Qheliswa Bonga Simelane
Anna Chloe Kurzydlo
Kexin Yang
AAKANKSHA SHARMA
Amanda Grace Sims
Maxwell Scott Thompson
Francis Mulligan
Matthew Boehm Wechsler
London Mei Ling Brown
Peter Gerhard Henkel
Amira Valerie Garwood
Helio Augusto Rapetti
DAMARY MARRERO
RYAN CHRISTOPHER MAY
MICHAEL NATHAN BERNBERG
SCOTT H KESTEN
GLEN FREDERICK HILLGER
MARK DONALD KENDALL
JOSEPH ANTHONY ULLRICH
MARK STEVEN SILBERT
THOMAS JOHN PLUMMER
MITCHELL RYAN WEISS
EDWARD PHILLIP GORDON
MARCI BRODSKY
JOHN JAMES COOLEY
STEVEN THOMAS KING
DAVID ALAN HELFAND
TODD PAUL BAUMAN
RICHARD LEE MUNDRANE
Violette K Matsas
VICTOR TAYLOR
Julianna Grace Crang

Within 25 miles of Westchester, IL, Best Investors lists 1,163 registered investment advisory firms with 3,098 offices nearby, managing about $32.1T in combined regulatory AUM across 5,512,023 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 Westchester

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 INVESCO CAPITAL MANAGEMENT LLC $941B AUM