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Best financial advisors in Evanston, WY

Registered advisers within 25 miles of Evanston, WY.

Offices
6
Firms
4
Combined AUM
$2.62T
Firm-wide filings, not assets booked only here
Clients
103K
102,929 clients when Item 5C has a number
Avg / client
$25.4M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
ECHELON MANAGEMENT
STRATEGIC ADVISERS LLC

Investors

William Mackay Barker
HEATHER PAYNE
Jason William Kennedy
Joshua Shadrach Roundy
Brandon Todd Day
ANDREW JARED LESHER

Within 25 miles of Evanston, WY, Best Investors lists 4 registered investment advisory firms with 6 offices nearby, managing about $2.62T in combined regulatory AUM across 102,929 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 Evanston

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM