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Best financial advisors in Winthrop Harbor, IL

Registered advisers within 25 miles of Winthrop Harbor, IL.

Offices
482
Firms
193
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,834,533 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
EQUITABLE ADVISORS, LLC
HARBOUR INVESTMENTS, INC.
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Investors

Peter Francis Brush
ELIZABETH R LAMBERT
MARK CHARLES KOHNKE
ROBERT WINNETTE ALLEN
MICHAEL DOUGLAS LAMBERT
ULYSSES DONALD SMITH
Patrick James Stich
DEAN CHRISTIAN LABELLE
ALEXANDER LEE MUELLER
CASEY W SACKMAN
DANIEL JAMES SACKMAN
STEVEN RAY PADDOCK
Jeffrey Carl Perry
Peter Alan Cole
Teresa Ellen Chadha
Kyle Kibar
JANET MARY FRANZ
STEFANIE ANN THEUER
JOSHUA ALAN ZOERNER
FRANK JAMES RUSSO
ROBERT SCOTT FLEMING
Kevin John Kiesig
Daniel Morgan Rolls
GAVIN DANIEL CARLSON
JOHN WALES BUSEY
STEPHEN JOSEPH LEVONOWICH
JAMIE KENT YOUNG
SEAN WELSH
JOHN LEO CHIAPPETTA
DONALD JOHN MCCULLOUGH
WILLIAM T. SPARKS

Within 25 miles of Winthrop Harbor, IL, Best Investors lists 193 registered investment advisory firms with 482 offices nearby, managing about $13.8T in combined regulatory AUM across 2,834,533 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 Winthrop Harbor

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM