120 E. Liberty Drive
Suite 400
Wheaton, Illinois 60187
Tel: 630-765-8000
FIRST TRUST ADVISORS LP, formally registered with the SEC as FIRST TRUST ADVISORS LP. The firm was established in 10/04/1991. They have over 3 offices throughout the country.
FIRST TRUST ADVISORS LP is a Wheaton, Illinois based Financial Planning firm with nearly $210,879,000,000 assets under management, offering retirement planning & investment advisory services to 2926 clients. The firm is staffed with 426 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107027 |
SEC# | 801-39950 |
Assets Managed by Firm | $210,879,000,000 |
No. of Clients | 2926 |
No. of Advisors | 426 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2926 | $210,879,000,000 |
Individuals (other than high net worth individuals) | 1092 | $389,000,000 |
High net worth individuals | 4 | $28,000,000 |
Corporations or other businesses | 2 | $7,000,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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