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Best financial advisors in Arlington, WI

Registered advisers within 25 miles of Arlington, WI.

Offices
357
Firms
140
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,775,970 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
DIAMOND WEALTH PARTNERS
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
401K INVESTMENT PROFESSIONALS

Investors

BRUCE ALLEN GUST
Katie Christianson
MAX JOSEPH SESING
JAMES M MILLER
Michael J Esser
Carter Buchman
TREVOR DUNCAN AGNEW
Robert David Hatch
CHARLES WILLIAM RIEDESEL
Dennis Ryland Crow
Eric Riedesel
JASON R RASMUSSEN
Thomas Harold Wendler
DEREK ANDREW LEIGHTON
RYAN MICHAEL FOUNTAIN
CYNTHIA D O'CONNELL
Jeremiah Jon Olson
CAMMIE D BANKS
JASON LEE KRAMAR
JOSHUA MICHAEL SATZER
Tammy Ann Reefe
Michelle L Acker
TROY MICHAEL SALISBURY
Steven John Krueger
Robert Pierangeli
BRADFORD JOHN JAKEL
JASON DONALD MARTY
Guy D Stratton
Joseph Gerald Baer
Caleb Twedell

Within 25 miles of Arlington, WI, Best Investors lists 140 registered investment advisory firms with 357 offices nearby, managing about $13.5T in combined regulatory AUM across 2,775,970 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 Arlington

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM