Best financial advisors in Athens, WI

Registered advisers within 25 miles of Athens, WI.

Offices

64

Firms

30

Combined AUM

$4.92T

Firm-wide filings, not assets booked only here

Clients

843K

843,090 clients when Item 5C has a number

Avg / client

$5.84M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

500 Main Street Suite 1
MARATHON, WI 54448

13.1 miles away

CETERA INVESTMENT ADVISERS LLC

721 S 8TH STREET
MEDFORD, WI 54451

15.3 miles away

EDWARD JONES

830 E BROADWAY SUITE A
MEDFORD, WI 54451-1586

15.6 miles away

EDWARD JONES

739 CLARK STREET
MEDFORD, WI 54451

15.6 miles away

EDWARD JONES

511 WEST BROADWAY
MEDFORD, WI 54451

16.4 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

941 W BROADWAY AVE
MEDFORD, WI 54451

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

943 W BROADWAY AVE
MEDFORD, WI 54451-1309

THRIVENT INVESTMENT MANAGEMENT INC.

403 GRAND AVE
MERRILL, WI 54452

17.9 miles away

CAPITAL MANAGEMENT INVESTOR SERVICES, INC.

3301 RICHARDS ROAD
WAUSAU, WI 54401

18.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

705 S Center Ave Ste C
Merrill, WI 54452-3406

18.7 miles away

EDWARD JONES

100 S MILL ST SUITE 101
MERRILL, WI 54452

18.7 miles away

OSAIC WEALTH, INC.

3530 STEWART AVENUE
WAUSAU, WI 54401

18.8 miles away

FOCUS FINANCIAL

3530 STEWART AVENUE
WAUSAU, WI 54401

18.8 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

3506 Stewart Ave
Wausau, WI 54401

18.8 miles away

POINT WEALTH, LLC

3319 TERRACE CT.
WAUSAU, WI 54401

18.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3303 Terrace Ct. Ste D
Wausau, WI 54401

18.9 miles away

EDWARD JONES

109B S CENTER AVE
MERRILL, WI 54452-1237

LPL FINANCIAL LLC

211630 BARKLEY WAY
STRATFORD, WI 54484

EDWARD JONES

227048 Rib Mountain Drive
Wausau, WI 54401

19.2 miles away

WELLS FARGO CLEARING SERVICES, LLC

2620 STEWART AVE STE 116
WAUSAU, WI 54401

19.2 miles away

Firms

CETERA INVESTMENT ADVISERS LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

CAPITAL MANAGEMENT INVESTOR SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

FOCUS FINANCIAL

POINT WEALTH, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

Investors

David Wayne Belanger

NATHAN JAMES BILODEAU

AARON KEITH SCHNEIDER

Russell A. Jablonsky

Kris Ann Karaba

BRADLEY ANDREW KMOSENA

RANDALL BARRY SCHOLL

Kelly Brian ODay

Robert Michael Oemig

Joseph Robert Simkovic

David Scott Purmal

CHRIS LEE GROSSKREUTZ

ZACHARY RICHARD MARTIN

ELIJAH CAREY GIOJA

NATHAN MICHAEL PIEL

RYAN MATTHEW JONES

SCOTT EDWARD THOMPSON

Elizabeth Marie Oestreich

RAYMOND ANTHONY SKARE

DUWAYNE WILLIAM BOETTCHER

JAMIE RAE CONNOR

BRUCE JAMES IATTONI

Katie Ann Helmstadter

Donald Lee Wild

DAVID ELLIOTT NOLAN

Within 25 miles of Athens, WI, Best Investors lists 30 registered investment advisory firms with 64 offices nearby, managing about $4.92T in combined regulatory AUM across 843,090 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 Athens

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM