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Best financial advisors in Wheeler, IL

Registered advisers within 25 miles of Wheeler, IL.

Offices
42
Firms
19
Combined AUM
$3.67T
Firm-wide filings, not assets booked only here
Clients
566K
565,676 clients when Item 5C has a number
Avg / client
$6.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CORNERSTONE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
SIGNATURE FINANCIAL SERVICES, LTD
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RUDE WEALTH ADVISORY
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Jeremy Edwards
Amber Dawn Wendt
Robert A. Brown
KURT ALAN STRULLMYER
MATTHEW JOSEPH ROEDL
Lee Joseph Nosbisch
Stephanie Uebinger
JOHN RUSSELL PERRY
RENEE R SERVIS
Shane Todd
Ladi Phillips
Leon Alan Stallard
TERESA LYNN MITCHELL
RICHARD EUGENE ECKHARDT
RYAN LANCE ECKHARDT
Eric Talbot Stiegman
Zachary Ryan Sampl
MALLORY ANN KAPPER
Brock Steven Zerkle
Robert Luphenous David
KATIE ANN FEHRENBACHER
ANTHONY JAMES BEAL
Jennifer Barthelemy
CHELSEA DAWN RUDE
Ashlee Lauren Vaughn
DYLAN SEESSENGOOD
Makenna Renee Ochs
Mitchell Patrick Mammoser
Rita LaNae Mitchell
Ashley Nicole Fryburger
DAVID ERIC LOBACZ

Within 25 miles of Wheeler, IL, Best Investors lists 19 registered investment advisory firms with 42 offices nearby, managing about $3.67T in combined regulatory AUM across 565,676 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 Wheeler

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM