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Best financial advisors in Zion, IL

Registered advisers within 25 miles of Zion, IL.

Offices
564
Firms
220
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,837,017 clients when Item 5C has a number
Avg / client
$5.04M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
FIFTH THIRD SECURITIES, INC.
KORTENKAMP, JOSHUA F
SPIRE WEALTH MANAGEMENT, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC

Investors

DEAN CHRISTIAN LABELLE
Patrick James Stich
ELIZABETH R LAMBERT
MARK CHARLES KOHNKE
ROBERT WINNETTE ALLEN
MICHAEL DOUGLAS LAMBERT
ULYSSES DONALD SMITH
ALEXANDER LEE MUELLER
Peter Francis Brush
CASEY W SACKMAN
DANIEL JAMES SACKMAN
GAVIN DANIEL CARLSON
JOHN WALES BUSEY
STEPHEN JOSEPH LEVONOWICH
JAMIE KENT YOUNG
SEAN WELSH
JESUS ALBERTO GARZA
Robert Treichler
LYNN M ZAK
Chavonta Parker
Mario Anthony Caprio
Jan Michael Genovez
Marfina M Peralta Alfonso
Joshua Francis Kortenkamp
BRENT D GRIFFIN
MICHAEL PAUL RANIERI
JERRY RAYMOND DORAN
Hamza Bendjabeur
Maggie Watson
EULALIA M. TURKOWSKI
BARRY MARTIN PROCTOR
Kyle Kibar
Peter Alan Cole
Teresa Ellen Chadha
Jeffrey Carl Perry

Within 25 miles of Zion, IL, Best Investors lists 220 registered investment advisory firms with 564 offices nearby, managing about $14.3T in combined regulatory AUM across 2,837,017 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 Zion

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