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 1 - 10 of 500 top financial advisors.
1
Daniel Affetto
CRD#: 4685977
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Daniel Affetto (CRD# 4685977) 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.

2
Andrew J. Agosta
CRD#: 5013957
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Andrew Agosta (CRD# 5013957) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 14 years of experience in the finance industry.

3
Eric G. Anderson
CRD#: 5130549
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Eric Anderson (CRD# 5130549) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 17 years of experience in the finance industry.

4
Aaron Anspach
CRD#: 6230239
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Aaron Anspach (CRD# 6230239) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 10 years of experience in the finance industry.

5
Owen Aronson
CRD#: 5155366
Ibc Building, 500 West 5th Street, 8th Floor, Austin, TX 78701

Owen Aronson (CRD# 5155366) is an Investment Advisor Representative working at First Trust Advisors LP in Austin, TX and has over 16 years of experience in the finance industry.

6
Jeffrey A. Baker
CRD#: 5129531
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Jeffrey Baker (CRD# 5129531) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 18 years of experience in the finance industry.

7
Andrew L. Barnum
CRD#: 4911047
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Andrew Barnum (CRD# 4911047) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 19 years of experience in the finance industry.

8
Jeffrey S. Barnum
CRD#: 2853194
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Jeffrey Barnum (CRD# 2853194) 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.

9
Michael Basil
CRD#: 6340606
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Michael Basil (CRD# 6340606) 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.

10
Timothy J. Bayee
CRD#: 3132211
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Timothy Bayee (CRD# 3132211) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 25 years of experience in the finance industry.

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