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Best financial advisors in Balsam Lake, WI

Registered advisers within 25 miles of Balsam Lake, WI.

Offices
29
Firms
13
Combined AUM
$3.66T
Firm-wide filings, not assets booked only here
Clients
602K
601,836 clients when Item 5C has a number
Avg / client
$6.09M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
HARVEST HORIZON WEALTH STRATEGIES
LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
U.S. BANCORP ADVISORS, LLC
MML INVESTORS SERVICES, LLC

Investors

BRYAN HARLEY MOORE
Jose Alvarez
SHERRI JEAN MUNKELWITZ
Ross Douglas Olson
Theresa Georgeann Tihanyi
Kirsten A Koenig
Debra Ann Kindschy
Ryan Collins
Eric Morrissey
MICHAEL PATRICK CALLANAN
Joseph Thomas Casey
BRANDON LEE GRABER
JON PAUL JACOBSON
Rebecca Ann Berg
Margaret Koenig
Mark Joseph Bauer
KYLE OVERBY
SCOTT ALAN RACINE
Matthew James Gores
DANIEL GOLDSMITH
MATTHEW SCOTT CASEY
MARK DAVID ALMLIE
Adele Annalene Hensley
TIMOTHY DONALD PAULEY
Steven J Wright
Tucker Hazzard
Dan Virgil Edaburn

Within 25 miles of Balsam Lake, WI, Best Investors lists 13 registered investment advisory firms with 29 offices nearby, managing about $3.66T in combined regulatory AUM across 601,836 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 Balsam Lake

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM