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 41 - 50 of 496 top financial advisors.
41
Robert F. Carey
CRD#: 1526435
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Robert Carey (CRD# 1526435) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 37 years of experience in the finance industry.

42
James A. Carlson
CRD#: 6312359
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

James Carlson (CRD# 6312359) 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.

43
Nathan Carlson
CRD#: 4908762
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Nathan Carlson (CRD# 4908762) 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.

44
William C. Casey
CRD#: 5723594
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

William Casey (CRD# 5723594) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 12 years of experience in the finance industry.

45
Lauren M. Cassidy
CRD#: 6680819
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Lauren Cassidy (CRD# 6680819) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 4 years of experience in the finance industry.

46
Eric C. Cellier
CRD#: 6767127
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Eric Cellier (CRD# 6767127) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 6 years of experience in the finance industry.

47
Andrew T. Chadie
CRD#: 5406644
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Andrew Chadie (CRD# 5406644) 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.

48
Joseph G. Chirempes
CRD#: 2987717
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Joseph Chirempes (CRD# 2987717) 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.

49
Peter Christou
CRD#: 3102704
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

Peter Christou (CRD# 3102704) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 23 years of experience in the finance industry.

50
William D. Click
CRD#: 5410386
120 E. Liberty Drive, Suite 400, Wheaton, IL 60187

William Click (CRD# 5410386) 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.

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