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Best financial advisors in Afton, WI

Registered advisers within 25 miles of Afton, WI.

Offices
187
Firms
66
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.66M
2,656,738 clients when Item 5C has a number
Avg / client
$4.24M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
RETIREMENT PLAN ADVISORS, LLC
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STONEX ADVISORS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
JOHNSON WEALTH INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
BELPOINTE ASSET MANAGEMENT LLC

Investors

MARGARET LEORA KING
DENNIS CHARLES ALT
JOSEPH ROY VALENTINE
GARY JAY PANKONIEN
CAROL J ALT
Thomas Pendell
DANIEL PAUL DODD
GLEN A NEELEY
Thomas R. Waller
Rebecca Lynn Walsh
JESSIE LYNN DEATON
Tammy M. Schindler
CHAD JASON KARL
FREDERICK JAMES GUIST
TODD EDWARD HOLDEN
DONALD JOHN GERHARZ
Gabriel Szerlong
SCOTT ALLEN RICHARDSON
JASON GARRETT KAMLER
JOEL LYNN BAILEY
ROBERT TYLER MOSLEY
LISA MARGUERITE MURPHY
LISA ANN KIM
AMY L HUME
Jennifer Rebecca Schwarze
Ethan C Dahlberg
Hannah Brooke Campbell
DEREK MICHAEL GREENE
BRIAN JOHN DONNELLY
GENISE MARIE BRANDT
ELIZABETH A BERGMANN
SEAN MICA KNOTT
Kari A Drascic
Dawson Philip Dahlberg
RICHARD JOSEPH BRAUN
DEBRA LYNN CERNY
JULIE ANN RUMAGE
Laura M Peterson
WILLIAM JOHN SUTHERLAND
Scott David Mosher
Jason Daniel Niccolai

Within 25 miles of Afton, WI, Best Investors lists 66 registered investment advisory firms with 187 offices nearby, managing about $11.3T in combined regulatory AUM across 2,656,738 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 Afton

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM