Best financial advisors in Baldwin, WI

Registered advisers within 25 miles of Baldwin, WI.

Offices

106

Firms

37

Combined AUM

$8.89T

Firm-wide filings, not assets booked only here

Clients

1.47M

1,465,103 clients when Item 5C has a number

Avg / client

$6.07M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

705 MAIN ST
BALDWIN, WI 54002

EDWARD JONES

1570 10th AVE
BALDWIN, WI 54002

CETERA INVESTMENT ADVISERS LLC

550 TENTH AVE SUITE 101
BALDWIN, WI 54002

CETERA INVESTMENT ADVISERS LLC

550 10TH AVENUE SUITE 101
BALDWIN, WI 54002

THRIVENT INVESTMENT MANAGEMENT INC.

103 E OAK ST
GLENWOOD CITY, WI 54013

11.7 miles away

CETERA INVESTMENT ADVISERS LLC

246 TIERNEY DRIVE
NEW RICHMOND, WI 54017

LPL FINANCIAL LLC

1411 CERENOHOUS AVE SUITE 2
NEW RICHMOND, WI 54017

STATE FARM INVESTMENT MANAGEMENT CORP.

323 County Road A
Black River Falls, WI 54615-9202

13.3 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

460 S KNOWLES AVE
NEW RICHMOND, WI 54017

13.5 miles away

LPL FINANCIAL LLC

248 S KNOWLES AVE
NEW RICHMOND, WI 54017

13.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

150 W 1st St Ste 140
New Richmond, WI 54017-7507

13.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

150 W 1st St. Ste. 220
New Richmond, WI 54017

13.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

150 W 1st St., Ste. 220
New Richmond, WI 54017

13.8 miles away

LPL FINANCIAL LLC

1207 NORTH MAIN STREET
RIVER FALLS, WI 54022

13.8 miles away

EDWARD JONES

714 N Main Street Unit A
River Falls, WI 54022

13.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

710 N Main St Ste 103
River Falls, WI 54022

13.9 miles away

EDWARD JONES

258 1/2 RIVERSIDE DRIVE
RIVER FALLS, WI 54022

14.2 miles away

EDWARD JONES

117 E MAPLE ST
River Falls, WI 54022

14.4 miles away

PORTFOLIO DESIGN SERVICES, LLC

122 N. 2ND STREET
RIVER FALLS, WI 54022

14.4 miles away

EDWARD JONES

209 S Second Street
River Falls, WI 54022

14.5 miles away

Firms

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

THRIVENT INVESTMENT MANAGEMENT INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

PORTFOLIO DESIGN SERVICES, LLC

Investors

CHRISTOPHER AARON WICKER

Brian Lawrence Bedford

CHAD EDWARD SHAFER

MARSHA GRACE SHAFER

JOAN IRENE BARTZ

DAREN JAMES POWERS

MacKenzie Stephen Zajec

JAMES EDWARD WOLF

KAREN LYNN STAI KOENIGS

JESSE ALAN KVITEK

ADAM JOHN SWANDA

STAN DANIEL FALKENHAGEN

Shannon Lea McDaniel Mehls

JANELLE LARIE LIND

ALEXANDER PAUL BURIAN

Kendra Elizabeth Sievers

WAYNE STEVEN WULF

James M Williamson

MELANIE NEA WHITCOMB

Nicholas Ryan Jackson

Teresa Hernandez

Angela Kay Tille

BRUCE DAVID SWANSON

TONYA ANN SWINNEA

Vincent Wade Seidling

Within 25 miles of Baldwin, WI, Best Investors lists 37 registered investment advisory firms with 106 offices nearby, managing about $8.89T in combined regulatory AUM across 1,465,103 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 Baldwin

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM