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Best financial advisors in Auroraville, WI

Registered advisers within 25 miles of Auroraville, WI.

Offices
60
Firms
23
Combined AUM
$4.25T
Firm-wide filings, not assets booked only here
Clients
973K
973,339 clients when Item 5C has a number
Avg / client
$4.36M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CARL M. HENNIG, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC

Investors

David A Stone
Ryan P Gravunder
DAVID ROBERT SHATTUCK
James Raymond Carriveau
CATHERINE LEE HARGRAVE
Robert Paul Shattuck
CAREN LU REICH
Shad William Horton
Gregory Adam Dragolovich
Joshua Schaalma
KELLY ROXANNE MARSHALL
Jacob Paul Cote
BRICE MICHAEL TERBEEST
MAXWELL DAVID HUSEBOE
Eric John Lang
BRIAN LEE GIBBS
Travis Jeffrey Truesdale
ANTHONY GEORGE SMYRNEOS
BRIAN PATRICK GETCHIUS
David Austin Stevens
BRIAN LEE SONNENBERG
MICHELLE LEE RUSSELL
JAMES GREGORY KIMBALL
STEPHEN C ZIBLUT
Nicole Jean Riley
TRACY LEE PIONTKOWSKI
WILLIAM LOUIS RUPNICK

Within 25 miles of Auroraville, WI, Best Investors lists 23 registered investment advisory firms with 60 offices nearby, managing about $4.25T in combined regulatory AUM across 973,339 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 Auroraville

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM