Best Investors Account Sign in

Best financial advisors in Arbor Vitae, WI

Registered advisers within 25 miles of Arbor Vitae, WI.

Offices
18
Firms
13
Combined AUM
$5.44T
Firm-wide filings, not assets booked only here
Clients
1.10M
1,102,794 clients when Item 5C has a number
Avg / client
$4.94M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
RBC CAPITAL MARKETS, LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
MORGAN STANLEY
OSAIC WEALTH, INC.
GATEWAY WEALTH PARTNERS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SGL FINANCIAL, LLC
EQUITABLE ADVISORS, LLC

Investors

MEGHAN MAY MCFARLAND ANDERSON
THOMAS WILLIAM JENSCH
John MICHAEL Bennett
Matthew A Kock
KURT DUANE VELDHUIZEN
SUSAN F KNAPSTEIN
CHRISTINE M ULLIUS
FREDERICK GARY WOTRUBA
Richard Erwin Brostowitz
JOHN G HILBERT
Amanda Krueger
River Nicklaus
Aaron Michael Muzzy
Brian Keith Nerdahl
Garrett Scott Mann
LOVELL LLOYD ROE
LAURA LEE BORSKI
MATTHEW C KLUETZ
CLARA Marie METZ
Carmen S Strasburg
MARK JOSEPH FRIDAY
JEFFREY SCOTT BOEHM
Alise M Jablonsky
SHANE MICHAEL ZARUBA
GEORGE EDWARD MILLER
MATTHEW ALLEN TRYPUC
THOMAS ALLEN WITTKOPF
Benjamin Robert Casselberry
Chad Kielty
DOUGLAS HOWARD STEINER
CONNIE J CAMPBELL
Justen James Schemmel
RONALD KEVIN PATTERSON
MICHAEL RAY BOYD
Bryan James Kronberger
TRAVIS JOSEPH BROCK
DAVID ROBERT MANNIKKO
DAVID SCHMITZ
MATTHEW ADAM GAST
JOHN KNOLL
Erik Daniel Sherfinski
VALORIE PEARL GAST

Within 25 miles of Arbor Vitae, WI, Best Investors lists 13 registered investment advisory firms with 18 offices nearby, managing about $5.44T in combined regulatory AUM across 1,102,794 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 Arbor Vitae

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM