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Best financial advisors in Adams, WI

Registered advisers within 25 miles of Adams, WI.

Offices
7
Firms
5
Combined AUM
$1.30T
Firm-wide filings, not assets booked only here
Clients
371K
370,810 clients when Item 5C has a number
Avg / client
$3.51M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Investors

Koral Livernash
Tarren Hall
ANDREW CHRISTOPHER TENGBLAD
Michael Myers
KENNETH ERNEST SCHMOCKER
JASON MICHAEL STAUFFACHER
NATHAN PAUL KELLER
Jared Ryan Abbrederis
STEVEN CRAIG SIMONS
ALFRED PETER CZERNIEWSKI

Within 25 miles of Adams, WI, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $1.30T in combined regulatory AUM across 370,810 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Adams

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM