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Best financial advisors in Winfield, IL

Registered advisers within 25 miles of Winfield, IL.

Offices
1,927
Firms
532
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,144,163 clients when Item 5C has a number
Avg / client
$6.05M
Combined AUM ÷ clients

Nearby offices

Firms

IHT WEALTH MANAGEMENT LLC
STRATEGIC ADVISERS LLC
GERSTEMEIER FINANCIAL GROUP,LLC
FINANCIAL & TAX ARCHITECTS, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
VALMARK ADVISERS, INC.
CETERA INVESTMENT ADVISERS LLC
RIVE CAPITAL ADVISORS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FORUM FINANCIAL MANAGEMENT, LP
UBS FINANCIAL SERVICES INC.
NORTHERN TRUST SECURITIES, INC.
EDELMAN FINANCIAL ENGINES
AMERIPRISE FINANCIAL SERVICES, LLC
B. RILEY WEALTH ADVISORS, INC.

Investors

BRIAN PATRICK ERICKSON
KYLE WELTON
ANTHONY AVINO
ZACHARY F MARSHALL
WENDY SMITH-FLEMING
ANNA LISA M BONICHI
TARA ASHLEY LABUDA
STEVEN SCHROEDER
LUCAS J. SEBBENS
BRITTANY K RICHMOND
JOHN COOLEY
AMANDA M DAVILA
KRISTIN MCCRACKEN
JOSEPH L ZDYBEL
WILLIAM BROCKOB
QENDRESA BACA POPI
NICHOLAS JOSEPH ALVARADO
MARQUETTE SMITH
PATRICK NORWOOD
SHAVONNE WORTHY
THOMAS UDZIELAK
STANLEY FRANK KOMPERDA
EDDIE R. TOLBERT
NADA SINAN
ANTHONY PETER GRECO
JORDAN RAY PEMBLE
GRACE STODDARD
ERICA ALLDREDGE
ANTHONY LEWIS SANTUCCI
DAWSON SETH COON
ROBERT C. GERSTEMEIER
David Terrance Anderson
James Douglas Tilley
Christian Valle
Paul Anthony Rokosz
Brett J Heniss
ARTHUR JOSEPH MCPHAIL
ERNEST ANTHONY COZZI
MARTIN JOSEPH MCLAUGHLIN
JOHN FRANCIS COFFEY
Kevin Miles Allingham
Aakilah Abigail Cameron
TIMOTHY A POE
CHARLES H FRANCKOWIAK
PAUL RAYMOND DRANICZAREK
STEVEN ALLEN SMITH
BARRY JASON DUPUY
MANILA SUDHIR KALA
MICHAEL J DASTICE
VANESSA L PFAFF
KEVIN JAMES DAUGHERTY
KOMALPREET KAUR
Austin Michael Miller
ANNAMARIE RITA SABATINI
GERALD W SMITH
DAVID BRYANT FIELD
DANIEL PATRICK JOYCE
ALAN PAUL WOJTOWICZ
RYAN P CALLAHAN
GANAPATI RAMAN
JOSEPH MICHAEL WALDVOGEL
ISABEL LUZ MITRIA
Scott A Coyner
WEISNER PEREZ RODRIGUEZ
Steven Vincent Sabatini
STEVEN D DAUGHERTY
Marc J Mosher
DAVID ALAN MELBY
PETER JOHN LAPPIN
CHRISTOPHER ALLEN BARNARD
CHRISTEN PLOTKIN
ANNA TERESA SIWULA
MICHAEL PETER SABATINI
Anthony Lawrence Sabatini
SHOAIB SAYEEDI
RITA E BOUDREAU
CHAD EDWARD HENRY
JEFF Scott NAGLE
JOSEPH ANDREW ANGILERI
NATALIE KOTT
MOLLY COLEMAN
MATTHEW THOMAS HICKES
WILLIAM FARUP HOFFMAN
KYLE NOLAN
RANDY MICHAEL DEITKE
MATTHEW JAMES DUSKEY
DOUGLAS JAMES ULRICH
Brady Allan Ruth
CHRISTOPHER BLAKE DIAZ
Alex Van Steenhuyse
Thomas Palumbo
Casey Kelly
Lee Kalotta
DAVID JOSEPH HAEFELIN
LEONARD TODD JOHNSON
CAROLINE RYAN DWYER
Scott Lucas Selfa
Christina M Rupp
Megan Schetz
GREGORY A SCHULTZE
Alexandra Keck
WILLIAM DAVID MORRISON
MICHAEL TRUETT MCINTYRE
ANDREW CHARLES TENNENT
LUIS JOSE SEPULVEDA

Within 25 miles of Winfield, IL, Best Investors lists 532 registered investment advisory firms with 1,927 offices nearby, managing about $19.0T in combined regulatory AUM across 3,144,163 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 Winfield

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