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Best financial advisors in Baraboo, WI

Registered advisers within 25 miles of Baraboo, WI.

Offices
48
Firms
20
Combined AUM
$3.47T
Firm-wide filings, not assets booked only here
Clients
567K
566,784 clients when Item 5C has a number
Avg / client
$6.12M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
EAGLE STRATEGIES LLC
MBE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
DIAMOND WEALTH PARTNERS
ASSOCIATED INVESTMENT SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
HARBOUR INVESTMENTS, INC.
GRADIENT ADVISORS, LLC

Investors

NICHOLAS FRANCIS ALSTEEN
JOSHUA JOHN STRZELECKI
ANDREW LUKE HAGER
PETER DANIEL WELSH
LESLIE KENNETH GAY
LISA ANN MCCLYMAN
JENNIFER ANNE KINZLER
LAURA ANN STANEK
Dane Christopher Dale Hinz
Justin Johnson
Brittany Christen Borota-Kluck
JONATHAN MEAD
DARREN RONALD SCHWINEFUS
Laurie A Dischler
Calvin David Peterson
Justin Mitchell Philipp
NATHAN PAUL KELLER
PATRICK MARTIN THIELEN
Jeremiah Jon Olson
Erin Leigh Haugh
Daily Katherine Erickson
Charles John Brumer
JACOB ADAM KRUEGER
Baylee Ann Shifflet
Jon Klamor Vehring
STEVEN EDWARD BENCK
TODD RUSSELL BRAAKSMA
BRIAN WADE WAELTI
Troy D Simonson
Joia Lauren Jesa Simonson
Josh Taylor Vehring
Ryan Arthur Carmichael
Keaton Straka

Within 25 miles of Baraboo, WI, Best Investors lists 20 registered investment advisory firms with 48 offices nearby, managing about $3.47T in combined regulatory AUM across 566,784 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 Baraboo

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM