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Best financial advisors in Almena, WI

Registered advisers within 25 miles of Almena, WI.

Offices
26
Firms
11
Combined AUM
$3.53T
Firm-wide filings, not assets booked only here
Clients
534K
533,702 clients when Item 5C has a number
Avg / client
$6.62M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INDEPENDENT FINANCIAL GROUP, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VALMARK ADVISERS, INC.
CETERA INVESTMENT ADVISERS LLC
HARVEST HORIZON WEALTH STRATEGIES

Investors

BRANDON LEE GRABER
Matthew James Gores
DANIEL GOLDSMITH
Clynton S Ebling
ANGELA KRISTINE MCCULLOUGH
Brett Eric Gooden
Geoffrey Pharis Bohn
Kevin P Bohn
DANIEL MORILLO BLANDON
WAYNE KARL GIESEKE
Edward Allan Widiker
Robert Jay Berger
Drake Michael Tomesh
MICHAEL GEORGE MARTIN
William Robert Hoff
BRANDON M OLSON
JOSHUA JEROME ESTREEN
CHRISTOPHER WILLIAM JANSSEN
CHARLES FRANCIS LAWRENCE
KIRK JOSEPH BRETTINGEN
DANIEL BRADFORD GENEREAUX
GERALD ERIC HAGMAN
STEFANI JEAN FIEDLER
Jackie Lynn Gates
Chad Jeff Peterson
Eric Matthew Pelle
Benjamin J Knepper
STEPHEN WAYNE BOWMAN
KYLE OVERBY
Jose Alvarez

Within 25 miles of Almena, WI, Best Investors lists 11 registered investment advisory firms with 26 offices nearby, managing about $3.53T in combined regulatory AUM across 533,702 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 Almena

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM