First Trust Advisors LP

First Trust Advisors LP (CRD# 107027) is a financial advisory firm headquartered in Wheaton, IL. They manage $190,452,000,000 in 3,143 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    190,452
    MILLION
  • Total Number of Accounts
    3,143
    ACCOUNTS
  • Average Account Value
    $60,595,609
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 496 top financial advisors.
11
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 24 years of experience in the finance industry.

12
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.

13
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 22 years of experience in the finance industry. Robert Biddinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

14
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.

15
Kathryn M. Blackburn
CRD#: 1036272
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Kathryn Blackburn (CRD# 1036272) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 22 years of experience in the finance industry.

16
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.

17
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 18 years of experience in the finance industry.

18
Julian T. Bloom
CRD#: 6215843
Boston, MA

Julian Bloom (CRD# 6215843) is an Investment Advisor Representative working at First Trust Advisors LP in Boston, MA and has over 9 years of experience in the finance industry.

19
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 15 years of experience in the finance industry.

20
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 26 years of experience in the finance industry.

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