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Best financial advisors in Westmont, IL

Registered advisers within 25 miles of Westmont, IL.

Offices
2,959
Firms
1,100
Combined AUM
$32.0T
Firm-wide filings, not assets booked only here
Clients
5.51M
5,511,438 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
ENDEAVOR CAPITAL MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
FORUM FINANCIAL MANAGEMENT, LP
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
EAGLE STRATEGIES LLC
PRINTERS ROW ADVISORS LLC
MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.
TRUE NORTH MANAGEMENT PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LINCOLN INVESTMENT
UNITED ADVISOR GROUP
VESTGEN ADVISORS, LLC

Investors

Kevin Miles Allingham
Aakilah Abigail Cameron
TIMOTHY A POE
CHARLES H FRANCKOWIAK
TODD JAMES SCHEEL
SUSAN KATHLEEN WARNER
Jack L Glenn
Matthew P. Glenn
DANIEL GRAHAM HENRY
Matthew Wetzel
BARBARA ANN NATALE
MAZEN ELIAS ZANAYED
PAUL RAYMOND DRANICZAREK
WILLIAM HOLTON BROWER
MICHAEL RICHARD WEBB
Michael Joseph Powers
LUIS A MARKIN
Joseph Huckleby
ROBERT GLENN WESTBERG
Joseph Patrick Kalinsky
Khadia Michel
WILLIAM KYLE HAZEN
THOMAS MICHAEL NOLAN
JAMES HOSTY MCGOVERN
Michael Wesley Corson
BRADLEY SCOTT DOY
Kevin Edward Dawrant

Within 25 miles of Westmont, IL, Best Investors lists 1,100 registered investment advisory firms with 2,959 offices nearby, managing about $32.0T in combined regulatory AUM across 5,511,438 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 Westmont

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