First Trust Advisors LP

First Trust Advisors LP (CRD# 107027) is a financial advisory firm headquartered in Wheaton, IL. They manage $210,879,000,000 in 2,926 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    210,879
    MILLION
  • Total Number of Accounts
    2,926
    ACCOUNTS
  • Average Account Value
    $72,070,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at First Trust Advisors LP
Showing 11 - 20 of 504 top financial advisors.
11
Kyle E. Berthel
CRD#: 6066570
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Kyle Berthel (CRD# 6066570) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 11 years of experience in the finance industry.

12
Robert S. Biddinger
CRD#: 4344561
Laguna Beach, CA

Robert Biddinger (CRD# 4344561) is an Investment Advisor Representative working at First Trust Advisors LP in Laguna Beach, CA and has over 23 years of experience in the finance industry.

13
Sean M. Biddinger
CRD#: 5308714
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Sean Biddinger (CRD# 5308714) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 16 years of experience in the finance industry.

14
Patrick D. Bless
CRD#: 3112319
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Patrick Bless (CRD# 3112319) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 20 years of experience in the finance industry.

15
Daniel J. Blong
CRD#: 4871778
Elm Grove, WI

Daniel Blong (CRD# 4871778) is an Investment Advisor Representative working at First Trust Advisors LP in Elm Grove, WI and has over 19 years of experience in the finance industry.

16
Beth A. Bogenschutz
CRD#: 5381281
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Beth Bogenschutz (CRD# 5381281) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 16 years of experience in the finance industry.

17
Toby A. Bohl
CRD#: 2730914
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Toby Bohl (CRD# 2730914) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 27 years of experience in the finance industry.

18
Anthony P. Borsellino
CRD#: 6361275
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Anthony Borsellino (CRD# 6361275) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 9 years of experience in the finance industry.

19
Joseph L. Borsellino
CRD#: 6989966
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Joseph Borsellino (CRD# 6989966) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 5 years of experience in the finance industry.

20
Douglas J. Bottaro
CRD#: 5287373
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Douglas Bottaro (CRD# 5287373) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 11 years of experience in the finance industry.

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