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Best financial advisors in Winnetka, IL

Registered advisers within 25 miles of Winnetka, IL.

Offices
2,548
Firms
1,077
Combined AUM
$34.4T
Firm-wide filings, not assets booked only here
Clients
5.58M
5,578,573 clients when Item 5C has a number
Avg / client
$6.17M
Combined AUM ÷ clients

Nearby offices

Firms

GRID CAPITAL MANAGEMENT, LLC
THE PLANNING GROUP
J.P. MORGAN SECURITIES LLC
BERNARDI ASSET MANAGEMENT, LLC
KLINE CAPITAL MANAGEMENT LLC
MK CAPITAL
KEVIN HEBSON & COMPANY
TWOMBLY ASSET MANAGEMENT LLC
VAN AKE CAPITAL LLC
CHARLES SCHWAB & CO., INC.
ROBERT W. BAIRD & CO. INCORPORATED
MARCUS CAPITAL, LLC
MOLLER WEALTH PARTNERS
STRATEGIC PORTFOLIO MANAGERS
BRENTVIEW INVESTMENT MANAGEMENT, LLC
TREETOP WEALTH MANAGEMENT, LLC
KENNEY INVESTMENTS INC
ARDOR INVESTMENT MANAGEMENT CONSULTING
CERTITUDE ADVISORS, LLC
M HOLDINGS SECURITIES, INC.

Investors

Martin Kevin Jankelowitz
MICHAEL DAVID BROWN
PAUL SAMUEL SHUMAN
DANI GERALD BARRON
Adam J Berman
Michael V Peterson
WILLIAM VINCENT MILANO
JOHN TRANAS
RODNEY JOHN MANNION
EMILY NEILL BLASKO
DANIEL J ZENISEK
MATTHEW P BERNARDI
THOMAS P BERNARDI
ZACHARY ANDREW CRONIN
JEFFREY DAVID IRISH
PETER EUGENE RAINES
ROBERT BIONDI
RONALD PIACENTINI BERNARDI
MARTY LEE SHOBERT
MATTHEW THOMAS KLINE
KEVIN HEBSON
Benjamin Allen Williams
MARGARET MARY TWOMBLY
WILLIAM HOOKER AKE
Stephen Gary Cless
KIRSTEN ELIZABETH COOPER THIAM
Robert Charles Peterson
Nick Brengman
SPENCER RAYMOND HUNZEKER
Michael Senft
EVAN LAWRENCE FLATTO
BRIAN CELEPIA
JOHN CONSTANTINE CAVALARIS
JAMES ROBERT MEIXNER
MICHAEL JOSEPH MARELLA
CHRISTOPHER GEORGE FOLLAND
JENNIFER ROSE CURTISS
Mark Philip Purcell
Antoinette S Bennett
DOUGLAS MILLER SCHMIDT
Gabrielle L Fabre
MARTIN JOSEPH WATTS
Harold F Lichter
Brendan F Watts
JOHN EDWARD DWYER
TERRENCE JOSEPH HORAN
LEE STUART ZIMMERMAN
SCOTT RANDALL REIGHARD
Michelle Suzanne Hehl
LISA A BOYD
DANIEL MARCUS
NATHAN LAWRENCE EADS
BARRY IRA HERTZBERG
Brian Joseph Fritzsche
JEFFREY PAUL CHAPRACKI
JOHN ASTOR GOMEZ
PATRICK RYAN NORD
DAVID JOHN PEDLEY
KEVIN MICHAEL YEOMAN
BRIAN ROBERT KENNEY
GREG HOWARD KENNEY
JEFFERY EDWARD SCHAFF
MICHELE LYN SCHAFF
TYLER JOSEPH PERA
RONALD JAY FOX
Marguerite Rogers
David Lankford Rogers
MATTHEW CONOR JAMIESON
MICHAEL WAYNE CLARK

Within 25 miles of Winnetka, IL, Best Investors lists 1,077 registered investment advisory firms with 2,548 offices nearby, managing about $34.4T in combined regulatory AUM across 5,578,573 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 Winnetka

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM