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Best financial advisors in Amherst, WI

Registered advisers within 25 miles of Amherst, WI.

Offices
45
Firms
19
Combined AUM
$3.69T
Firm-wide filings, not assets booked only here
Clients
1.11M
1,108,113 clients when Item 5C has a number
Avg / client
$3.33M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
ELITE WEALTH MANAGEMENT, INC.
HARBOUR INVESTMENTS, INC.
ELITE RETIREMENT GROUP

Investors

JEFFREY WILLIAM KOLASINSKI
KAY ANN ANDERSON
ANN KAY STERN
Melanie Ann Peterson
Kayla Suehs
SUZANNE S UDONI
ERIC PAUL SPINDT
MITCHELL EVAN KENNEDY
CARLI ELIZABETH NAVIN
LOGAN Robert JOHNSON
TINA MARIE GRENLIE
Benjamin Richard Durfee
Mouamong Vang
TRACEY ELISABETH STALTER
MICHAEL LEE WOLBERS
KIM RENEE ANGELL
MICHAEL BRIAN NERDAHL
AUSTIN LEE KORGER
Travis A Rucinski
Justin James Anderson
MICHAEL WAYNE BIALAS
Terence Gregory Schott
Emily Bouche
Teryn Cindy Kuse
Elle Nicole Smits
Jeffrey Duane Garrett
Joshua James Korotka
Nichole G Matowitz
Andrew John Wolf
Jeffrey J. Hohn
Jay Allen Wolf
PATRICK LEE MARCELL
MICHAEL WILLIAM MARCELL
Victor Ray Kizewski
Matthew Theodore Daniels
Peter John Vanden Bush
Jesirae Heuer
Adriene Danelle Kudronowicz
CHERYL RUEDY
ALAN WAYNE SCHROEDER
SHANON GERALD MOON
RYAN MICHAEL HINNER
ROBERT ALLEN BERG

Within 25 miles of Amherst, WI, Best Investors lists 19 registered investment advisory firms with 45 offices nearby, managing about $3.69T in combined regulatory AUM across 1,108,113 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 Amherst

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM