Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lisle, IL
Every SEC-registered investment adviser representative at a firm office in Lisle, with the firms that employ the most of them.
The short answer
212 registered advisors work in Lisle; the most are at Morgan Stanley (37). 30 list the CFP designation and 177 are also registered broker representatives.
Firms with the most advisors in Lisle
Advisors in Lisle, A to Z
CFP advisors in Lisle →- Thomas E. AagaardAmplify Etfs
- Cynthia AberPfs Investments Inc.
- Michael J. AlaimoMorgan Stanley
- Mark J. AlbianLPL Financial LLC
- Bruce R. AndersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Carl R. AndersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Erin M. AndersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William J. AndersonMorgan Stanley
- Eric AnstedtLPL Financial LLC
- Charles W. BaierLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- William B. BaileyAmplify Etfs
- Robert C. BailieAmeriprise Financial Services, LLC
- Laura V. BareLPL Financial LLC · Certified Financial Planner
- Luke S. BarnettGlobal Retirement Partners LLC
- Robert A. BauerLPL Financial LLC
- Colette L. BeaumontEquitable Advisors, LLC
- Samantha R. BeaversMorgan Stanley
- Nicholas BlackMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frank J. BodiAsset Strategies, Inc.
- Timothy R. BoeckerAdvisors Asset Management, Inc.
- Thomas G. BongiornoMML Investors Services, LLC
- Scott V. BraserOberweis Asset Management Inc.
- Jeffrey A. BraunVantage Point Financial, LLC
- Ronald C. BraunVantage Point Financial, LLC · Certified Financial Planner
- Brad R. BrondsemaAdvisors Asset Management, Inc.
- Matthew L. BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Shea BrownVantage Point Financial, LLC
- Kyle BuffoMission Wealth Management, LP · Certified Financial Planner
- Adam V. BukowskiMML Investors Services, LLC
- Jeffrey BurgessMML Investors Services, LLC
- Charles R. CampbellBlackwatch Financial Group, LLC
- Joel CarlsenMorgan Stanley
- Louis J. CassaraMML Investors Services, LLC · Chartered Financial Consultant
- Lawrence E. ChaonLPL Financial LLC · Certified Financial Planner
- Edward A. CheathamCaptrust · Certified Financial Planner
- Xiaoxi ChenAdvyzon Investment Management, LLC · Chartered Financial Analyst
- Chwei-Guang ChiouMomentum Fintech LLC
- Kimberly M. CipraMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kimberly A. ClarkMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James L. ClarrenAmerican Trust Investment Services Advisory, Inc.
- Wendell F. ClaverMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ethan J. ConroyState Farm Investment Management Corp.
- Michael J. CookAmeriprise Financial Services, LLC
- Tracy K. CouchMorgan Stanley
- David I. CovasOberweis Asset Management Inc. · Certified Financial Planner
- Carrie J. DenhamMorgan Stanley
- Vicky L. DeshazierMML Investors Services, LLC
- Jerry J. DipertMML Investors Services, LLC · Chartered Financial Consultant
- Ryan J. DragstremAmeriprise Financial Services, LLC
- Michael J. DusekMML Investors Services, LLC
- Donna J. EnrightMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas R. EttelbrickEdward Jones
- Jason S. FairMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Rebecca FalcoMorgan Stanley
- Tawfiq FarrajMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Massi FazelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan M. FennellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Karin V. FenwickBlackwatch Financial Group, LLC
- Anthony E. FerrazziMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James E. FilsonLPL Financial LLC
- Jeffrey A. FisherMission Wealth Management, LP
- Joseph V. FlamerStrategic Advisers LLC
- Brad R. FreitagLPL Financial LLC · Certified Financial Planner
- John A. FuerstenbergMorgan Stanley
- Michael A. FurnessCetera Investment Advisers LLC
- Bruce H. GilbertMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Carlos A. GonzalezMorgan Stanley
- Dennis P. GorskiMML Investors Services, LLC · Chartered Financial Consultant
- Michael R. GradyAsset Strategies, Inc.
- Ashley D. GrahamMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan GrahamMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrea F. GrantMorgan Stanley
- Jeffery A. GrecuLPL Financial LLC
- Richard G. GriessmeyerLPL Financial LLC · Certified Financial Planner
- Patrick M. HagertyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ian HamannAmeriprise Financial Services, LLC
- Kevin P. HanleyMorgan Stanley
- Ricki E. HannaAsset Strategies, Inc.
- Charles E. HansenMorgan Stanley
- Jeffery B. HarperLPL Financial LLC · Certified Financial Planner
- Kyle D. HarperLPL Financial LLC · Chartered Financial Consultant
- Kevin C. HarveyMorgan Stanley
- Connie L. HeierFocus Financial · Certified Financial Planner
- Heather N. HendersonEdward Jones
- Shae D. HessThe Mather Group, LLC · Certified Financial Planner
- William R. HickersonAdvance Capital Management Inc. · Certified Financial Planner
- Nicolas HoeppelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott M. HoeppelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Talonda M. HowardEmpower Advisory Group, LLC
- Timothy Q. HurstMorgan Stanley
- Jarrod A. JamesMorgan Stanley
- Jeffrey E. JanssenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James M. JasperMML Investors Services, LLC
- Michelle A. JenningsMorgan Stanley
- John G. JermakLPL Financial LLC
- Peter JohanikAmplify Etfs
- Jacob R. JohnstonAdvisors Asset Management, Inc.
- Christopher J. JonesAmplify Etfs
- Sylvia A. JuricLPL Financial LLC · Certified Financial Planner
- Evangeline K. KanarisAdvisors Asset Management, Inc.
- Dominica A. KatsoudasMorgan Stanley
- William D. KelleherLPL Financial LLC
- Denis M. KellyMML Investors Services, LLC · Chartered Financial Consultant
- Maria C. KellyOneamerica Securities, Inc.
- Timothy KellyAmeriprise Financial Services, LLC
- Kristopher C. KesslerAsset Strategies, Inc.
- Aaron H. KimVoya Financial Advisors, Inc. · Certified Financial Planner
- Cabin G. KimIntegrity Wealth Management, LLC
- Kevin S. KingLPL Financial LLC
- Brandon E. KnopfLPL Financial LLC · Certified Financial Planner
- Joshua M. KopecGlobal Retirement Partners LLC
- Sharon L. KrackeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Benjamin A. KrimmelOberweis Asset Management Inc.
- Andrew D. KristoficVantage Point Financial, LLC
- Cheryl A. KruegerVantage Point Financial, LLC · Certified Financial Planner
- Timothy M. KuntzVantage Point Financial, LLC · Certified Financial Planner
- Thomas R. LabelleOberweis Asset Management Inc.
- Michael P. LaceyMML Investors Services, LLC
- Justin D. LamonicaLPL Financial LLC
- Scott A. LangeMorgan Stanley
- Timothy Levert IIIMorgan Stanley
- Arnold T. LiesMorgan Stanley
- Douglas K. LincolnVoya Financial Advisors, Inc.
- John J. LongTotal Clarity Wealth Management, Inc.
- Peter C. LotridgeMML Investors Services, LLC
- Jennifer J. LymangoodMorgan Stanley
- William R. Lymangood IIIMorgan Stanley · Certified Financial Planner
- Dennis A. MacdonaldAmplify Etfs
- Todd D. MacdonaldState Farm Investment Management Corp.
- Bradford C. MartinAmplify Etfs
- Michael E. MaxstadtMML Investors Services, LLC
- Patrick J. MayVantage Point Financial, LLC · Certified Financial Planner
- Kyle B. McBroomLPL Financial LLC
- Bruce E. McKeeRaymond James Financial Services Advisors, Inc.
- Vijay Raje MehtaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eric D. MilanoMorgan Stanley
- Michael R. MillerMML Investors Services, LLC
- Ryan T. MillerMission Wealth Management, LP · Certified Financial Planner
- Kathleen M. MorrissyAmeriprise Financial Services, LLC
- Barbara J. MoserFocus Financial · Certified Financial Planner
- Lucas R. MrozVantage Point Financial, LLC
- John J. MullarkeyMorgan Stanley
- Roy NealGuardian Rock Wealth Investment Management, Inc.
- Joseph B. NicholsonMML Investors Services, LLC
- David R. NielsenBig Wave Advisors, Inc.
- Nicholas W. NiemiSebold Capital Management, Inc. · Certified Financial Planner
- Matthew E. O'DonnellMorgan Stanley
- Daniel P. O'HalloranAsset Strategies, Inc.
- Robyn K. O'HalloranChicago Capital Management Advisors, LLC
- James W. OberweisOberweis Asset Management Inc.
- Denise M. PacioneEdward Jones
- Ajit PantMML Investors Services, LLC
- Renee T. PavlikOsaic Wealth, Inc.
- Timothy L. PearceMorgan Stanley
- Elizabeth A. PedrettiEdward Jones
- Patricia D. PenrodMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Yolanda G. PerezMorgan Stanley
- Benjamin R. PfiffnerChicago Capital Management Advisors, LLC
- Louis R. PiccioneMorgan Stanley
- Raymond S. PiccioneMorgan Stanley
- Brett A. PiersonOberweis Asset Management Inc.
- Carrie K. PlosMorgan Stanley
- Jeremy R. ReilandVantage Point Financial, LLC
- Nicholas J. ReilandVantage Point Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
- Daniel J. Rivers Sr.Voya Financial Advisors, Inc.
- Donald D. RobinsonVantage Point Financial, LLC
- Thomas E. RoyceAmeriprise Financial Services, LLC · Certified Financial Planner
- Alexander J. RungeMorgan Stanley
- Louis P. SanfilippoMML Investors Services, LLC
- Christian A. Santillana GonzalezOneamerica Securities, Inc.
- Dinesh O. SaxenaMML Investors Services, LLC
- Kathy A. SchickerlingAmeriprise Financial Services, LLC
- Judith M. SchlosserMorgan Stanley
- Charles W. Schoenjohn Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert J. Schuldt Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher Z. ScottThe Mather Group, LLC
- Sean T. SeboldSebold Capital Management, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Brian S. SerioMML Investors Services, LLC
- Alyssa J. SheehyMorgan Stanley
- Brendan J. SheehyMorgan Stanley
- Deron S. ShymkewichLPL Financial LLC · Certified Financial Planner
- Scott N. SibleAdvisors Asset Management, Inc.
- Andrew J. SitkiewiczLPL Financial LLC · Certified Financial Planner
- Carter J. SpeelmanAmplify Etfs
- Stephen J. StalcupAmeriprise Financial Services, LLC
- Connor SteadmanMML Investors Services, LLC
- Nicholas E. StyczenLPL Financial LLC
- Michael P. SullivanMorgan Stanley
- Patrick M. SullivanMML Investors Services, LLC
- Eric SwansonMML Investors Services, LLC
- George C. TangMorgan Stanley
- George TengMML Investors Services, LLC
- James ToppingAdvisors Asset Management, Inc.
- Benjamin S. TowseyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Douglas S. TowseyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sophia R. TronoloneVantage Point Financial, LLC
- John C. TyrpinOberweis Asset Management Inc.
- Andrew C. UmbachCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Bryan M. UseldingBrookstone Wealth Advisors, LLC
- Eric T. VannessLPL Financial LLC
- Kyle W. VaselSanctuary Advisors, LLC
- Billal B. ViraniMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christian J. VirelliMorgan Stanley
- Sean WarnerMML Investors Services, LLC
- Aaron WautersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William Z. WaxAmplify Etfs
- John F. WeberLPL Financial LLC
- John G. WesleyKestra Advisory Services, LLC
- Jake R. WhiteAdvisors Asset Management, Inc.
- David C. YoungMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Hussam J. ZayyadMML Investors Services, LLC · Certified Financial Planner
- Susan ZickMerrill Lynch, Pierce, Fenner & Smith Incorporated
Other cities in Illinois
All of Illinois →Chicago 6,269Wheaton 814Oak Brook 529Naperville 520Rockford 466Deerfield 435Downers Grove 391Schaumburg 327Northbrook 316Springfield 239Oakbrook Terrace 229Peoria 213Orland Park 202Lombard 189Barrington 179Champaign 141Elmhurst 137Arlington Heights 135Lake Forest 133Bloomington 125Glenview 120Skokie 120Highland Park 116Winnetka 107
Questions
How many financial advisors are in Lisle, IL?
212 investment adviser representatives are registered at firm offices in Lisle, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 177 of them are also registered as broker representatives, and 30 list the CFP designation.
Which firm has the most financial advisors in Lisle?
Morgan Stanley, with 37 registered advisors in Lisle, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 32.
How do I check a financial advisor in Lisle?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.