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Best financial advisors in Arena, WI

Registered advisers within 25 miles of Arena, WI.

Offices
167
Firms
87
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,743,883 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
J. W. COLE ADVISORS, INC.
HARBOUR INVESTMENTS, INC.
MERIT FINANCIAL ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INDEPENDENT FINANCIAL GROUP, LLC

Investors

Justin James Stanek
DAVID JUDD EDWARDS
ROBERT MICHAEL RYNES
JAMES MORREY
Michael Patrick Anderson
Erin Michelle Crowe
Robert Lee Allbright
Elissa Allbright
Jenny Ann Dochnahl
JONATHAN PAUL LAVENTURE
Ann McDonald
KATHLEEN ANN BRAMLETT
GEORGE WILLIAM BYYKKONEN
Peter Jan van der Hagen
BROOKE PALMER
CLAIRE ANN WALMER
MICHAEL DOUGLAS PEAT
David James Ogden
ROGER FREDERICK DETERDING
Elizabeth Miller
CHESTER WILLIAM LEE
HAROLD PATRICK HELLEN
Danielle Gates
ZACHARY DAHL
Mariah L Hanson
MARY JEAN SCHUEMAN
DAVID SCOTT KOENIG

Within 25 miles of Arena, WI, Best Investors lists 87 registered investment advisory firms with 167 offices nearby, managing about $10.8T in combined regulatory AUM across 2,743,883 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 Arena

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM