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Best financial advisors in Wheeling, IL

Registered advisers within 25 miles of Wheeling, IL.

Offices
2,782
Firms
1,118
Combined AUM
$32.2T
Firm-wide filings, not assets booked only here
Clients
5.51M
5,509,359 clients when Item 5C has a number
Avg / client
$5.84M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
REAP IN WEALTH MANAGEMENT, LLC
SPC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
HORACE MANN INVESTORS, INC.
ADVISORY SOLUTIONS GROUP
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ESTATE & TRUST ADVISORS
ALLWORTH FINANCIAL, L.P.
LPL FINANCIAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

JOHN CHARLES LINDQUIST
Danuta M Durkiewicz
MARK BERNARD LEVIN
HARVEY ALLAN KALUZNA
Elia Michael Ghanem
Yuliya Kuznetsova
Julia Pierre-Louis
ALBERT LERMAN
ROBERT WILLIAM BURNS
Karol Szuster
Alexander Horwitz
John Andrew Gottwald
Jin Wang
Matthew A McClure
Henry A Moreno Alzate
Gerardo Velasquez
JORDAN M JACOBS
MARK JEFFREY SCHWARTZ
Yunfan Ye
DAVID JOSEPH MADISON
NICOLE MAYER
Kyle Mason Kadish
JOHN David KRAUNELIS
Thomas Gonzales
SCOTT IRA LOOCHTAN
ROBERT ALLEN PANERAL
William Michael Donahue
JER-SHENG JASON CHEN
ARNOLD JAY BENDER
ANDREW JAMES NIEBUR
JEFF M NINNESS

Within 25 miles of Wheeling, IL, Best Investors lists 1,118 registered investment advisory firms with 2,782 offices nearby, managing about $32.2T in combined regulatory AUM across 5,509,359 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 Wheeling

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