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Best financial advisors in Allouez, WI

Registered advisers within 25 miles of Allouez, WI.

Offices
235
Firms
78
Combined AUM
$8.92T
Firm-wide filings, not assets booked only here
Clients
1.71M
1,712,731 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

HARBOUR INVESTMENTS, INC.
CWM, LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
LPL FINANCIAL LLC
TITLETOWN WEALTH MANAGEMENT, LLC
N.E.W. ADVISORY SERVICES, LLC
RBC CAPITAL MARKETS, LLC
CETERA INVESTMENT ADVISERS LLC
PACKERLAND BROKERAGE SERVICES, INC.
ROBERT W. BAIRD & CO. INCORPORATED

Investors

GERARD JOSEPH DEPREZ
BRIAN P CRISPIGNA
OWEN JOSEPH DEPREZ
PHILLIP CARL PETERSEN
STEVEN PAUL CRISPIGNA
DOUGLAS M GJERDE
JEREMY THOMAS WELLER
CHRISTOPHER WILLIAM SCHULER
Stephanie Marie Lee
Ian O Hayward
NICHOLAS VERAS
Stephen Michael Spence
CARSON DAVID BIEBER
CRAIG MARK SIMINSKI
Ethan Kappers
Julie Ann Mattek
BENJAMIN DAVID BORCHARDT
SHAWN THOMAS SMITH
Mikal C Anschutz
JULIE ANN COPPERSMITH
Chad Ryan Elfe
Patrick James Kerwin
JUSTIN FREDERICK MANNING
JOHN ROBERT WHEELER
JANE MARIE SNYDER
Eric M Friedland
Courtney Carr
STEVEN QUINN ADAMSKI
ADAM DAVID GAFNER
GARY T BREWTON
ERIC JAMES PELNAR
LUKE NEUBAUER
Keith Alan Neumann
NICHOLAS GANT ZERILLO
Justin Steinbrinck
JENNIFER ANN CARR
Richard E Vezina
Brannon J Guyette
WAEL H RASHIDI
TRENT C NELSON
Trevor Jaeck Skaggs
Owen Johnson
Lisa M Knutson
ANN CATHERINE JAHNKE
Mark EDWARD Capomaccio
SCOTT THOMAS HARRISON
ANTHONY JOHN LAGOWSKI
Jessica S Alcorn
MOLLY MITTEN CARLSON
MICHAEL AARON MARSHALL
JOSHUA PAGE SMITH
Robert E Pratel
Mary Terese Wetzel
Derek Robert Bohm
Heather Sue Weller
TERRY A RENTMEESTER
David J Tilkens
MARK DANIEL TUMPACH
Philip M Mattek
POLLY L ROESER
STEVEN RICHARD BENZSCHAWEL
JASON RICHARD WILKE
LINDSAY ANN SORENSON
LLOYD ADAM LEUTHNER
NOLA VALERIE LEUTHNER
Amelia Swehla
BRETT JAMES REISS
MATTHEW ROBERT MAYER
KARI M VAN LANEN
Jacob Thomas Crosby
Jake M Kinziger
TERESA M BRAY
STEVE S FARONE
JEFFREY JOHN KINZIGER
STACI EILEEN ALLEN
MELISSA ANN BARRY
Ross A Johnson
JILL ELIZABETH BOBINSKI
ADAM MICHAEL MADSON
LINDSEY MARIE KABAT
LORRI ANNE CISLER
CYNTHIA MARIE SCHOEN
RANDY ALAN WEST
Eric Monroe Nelson
James T Puissant
Preston B Stary
Alexa Blasczyk
JAMES WILLIAM RITCHAY
JEFFREY EDWARD PUISSANT
CRAIG TIMOTHY DARLING
Jack N Ritchay
Anthony Farone

Within 25 miles of Allouez, WI, Best Investors lists 78 registered investment advisory firms with 235 offices nearby, managing about $8.92T in combined regulatory AUM across 1,712,731 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 Allouez

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM