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Best financial advisors in Bangor, WI

Registered advisers within 25 miles of Bangor, WI.

Offices
88
Firms
33
Combined AUM
$5.38T
Firm-wide filings, not assets booked only here
Clients
766K
766,468 clients when Item 5C has a number
Avg / client
$7.02M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
ORGEL WEALTH MANAGEMENT, LLC
ROBERT W. BAIRD & CO. INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
EQUITABLE ADVISORS, LLC
MERCER GLOBAL ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC

Investors

BRETT PATRICK WELCH
PAUL JEFFREY HAYDEN
Heidi L Lydon
JOHN FRANCIS BUDIN
Kristi Kaye Budin
Stephen Cohen
ERIC DAVID GUTH
Jason A Cobb
Andrew M Steger
LISA JANE NEWMAN
GEOFFREY WAGNER KLOS
DAVID SCOTT DAVIES
Esley J Henkes
TYLER JOHN ADAMS
Megan E Preston
Jacob Isaiah Udermann
DANIEL J ODENBACH
JOSHUA LEN MATHISON
SHANE D STUHR
Jennifer Gittens
Lee Ann Hertzfeldt
THEODORE D EVERSON
SANDRA KAY CHASE
LEE ANN LIEN
Kathleen Marie McAfee
Alex Keaton Matz
Jennifer Lynn Akins
JASON SCOTT SOBOLIK
LUCAS EDWARD SCHWALLER
JEFFREY MELVIN LOKKEN
BENJAMIN WILLIAM KAUTZ
Haana Brumder Frank
CLIFFORD RAY WARDEN
Joel Phillip Dettwiler
Joseph Michael Lewis
Benjamin Scott Lachecki
Timothy James Bramlett

Within 25 miles of Bangor, WI, Best Investors lists 33 registered investment advisory firms with 88 offices nearby, managing about $5.38T in combined regulatory AUM across 766,468 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 Bangor

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 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM