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Best financial advisors in Alden, WI

Registered advisers within 25 miles of Alden, WI.

Offices
191
Firms
65
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.45M
2,445,589 clients when Item 5C has a number
Avg / client
$4.45M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
BROOKSTONE WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC

Investors

ADAM JOHN SWANDA
JESSE ALAN KVITEK
STAN DANIEL FALKENHAGEN
Shannon Lea McDaniel Mehls
JANELLE LARIE LIND
DAREN JAMES POWERS
MacKenzie Stephen Zajec
JAMES EDWARD WOLF
Jonathan E Timm
Colin Eral
GREGORY JOHN GALL
CHRISTOPHER AARON WICKER
Brian Lawrence Bedford
Jennifer Most
Heidi Rae Gemuenden
Cody Uhrhammer
CHAD EDWARD SHAFER
MARSHA GRACE SHAFER
Jacob James Johnson
RANDY MICHAEL PENKWITZ
ETHAN LARS MILTON ANDERSON
Paul Edward Simmons
MICHAEL PATRICK CALLANAN

Within 25 miles of Alden, WI, Best Investors lists 65 registered investment advisory firms with 191 offices nearby, managing about $10.9T in combined regulatory AUM across 2,445,589 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 Alden

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM