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Best financial advisors in Apostle Islands National Lak, WI

Registered advisers within 25 miles of Apostle Islands National Lak, WI.

Offices
10
Firms
7
Combined AUM
$1.13T
Firm-wide filings, not assets booked only here
Clients
41.4K
41,441 clients when Item 5C has a number
Avg / client
$27.2M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
FARTHER
EDWARD JONES
NEWEDGE ADVISORS
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
VERUS CAPITAL PARTNERS, LLC

Investors

DARYL WALDEN JOLMA
Carl Bard
DAVID RYAN PAGELS
Cole Foster Nichols
KRISTIE LYNN VOLDBERG
DANE THOMAS GLEESON
JOHN RUSSELL FIORIO
Reid Michael Fiorio
ERIC CHRISTIAN NEUMANN
ROBERT THOMAS FERRARA
Dylan James Hudson
Heather Ann Kalla
Benjamin Martinsen
NANCY P ANDERSON
MICHAEL G BIGO
COLLEEN MARY OSHAUGHNESSY

Within 25 miles of Apostle Islands National Lak, WI, Best Investors lists 7 registered investment advisory firms with 10 offices nearby, managing about $1.13T in combined regulatory AUM across 41,441 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 Apostle Islands National Lak

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 NEWEDGE ADVISORS 122 clients · 620 advisers $43.2B AUM 3 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 4 FARTHER 450 clients · 323 advisers $16.0B AUM 5 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 VERUS CAPITAL PARTNERS, LLC 47 advisers $2.29B AUM