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Best financial advisors in Woodstock, IL

Registered advisers within 25 miles of Woodstock, IL.

Offices
325
Firms
124
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,720,186 clients when Item 5C has a number
Avg / client
$4.67M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
HARBOUR INVESTMENTS, INC.
CETERA INVESTMENT ADVISERS LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
ONEASCENT FINANCIAL SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Michael Patrick Dowd
Russell Paul Olsen
Erik Christian Olsen
JOHN ROBERT HANLIN
CHARLES EDWARD BOE
Thomas L. Sublewski
Thomas J. Flynn
Eric L Anderson
DAVID EVAN REILLY
MATTHEW BUDD WORMLEY
KATHARINE LEE LOIS
TIMOTHY MICHAEL FRASER
DEREK ROY HARTMANN
PATRICK DEAN LOUISE
LAWRENCE BAIER
BLAKE ALAN HAFFERKAMP
TRAVIS DWIGHT ORMSBY
BRITTANY SUZANNE HAFFERKAMP
ALAN HAFFERKAMP
JEFFREY JOHN BOBROWICZ
JEFFREY J BOBROWICZ
CHRISTOPHER JOHN MIKOLAJCZEWSKI
Jeffrey Lord
Kelly L Tischart
JOSHUA M PRATT
RACHEL LYNN HOOK
CHRIS CHARLES MORGAN
JOHN WILLIAM HUFF
VICKI NIELSEN
PETER MICHAEL LEWIS
KARIANN NOEL SCHUSTER
Andrew John Lewis
Caleb Dean Thomas
BRIAN RONALD LUEDKE
Michael J Reichman
CANDACE A VAN DE VOORDE

Within 25 miles of Woodstock, IL, Best Investors lists 124 registered investment advisory firms with 325 offices nearby, managing about $12.7T in combined regulatory AUM across 2,720,186 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 Woodstock

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM