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Best financial advisors in Barneveld, WI

Registered advisers within 25 miles of Barneveld, WI.

Offices
228
Firms
102
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,756,317 clients when Item 5C has a number
Avg / client
$4.08M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
HARBOUR INVESTMENTS, INC.
MERIT FINANCIAL ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
INDEPENDENT FINANCIAL GROUP, LLC
BERTRAM FINANCIAL ADVISOR SERVICES

Investors

Michael Patrick Anderson
Erin Michelle Crowe
GEORGE WILLIAM BYYKKONEN
DAVID SCOTT KOENIG
David James Ogden
ROGER FREDERICK DETERDING
Elizabeth Miller
JONATHAN PAUL LAVENTURE
KATHLEEN ANN BRAMLETT
MICHAEL DOUGLAS PEAT
Robert Lee Allbright
Elissa Allbright
Jenny Ann Dochnahl
CHESTER WILLIAM LEE
HAROLD PATRICK HELLEN
Danielle Gates
Ann McDonald
ROBERT MICHAEL RYNES
DAVID JUDD EDWARDS
JAMES MORREY
Justin James Stanek
ZACHARY DAHL
MICHELLE ELIZABETH BERTRAM
BEVERLY JAYNE BERTRAM
ROSS ALAN SMITH
Scott LaMontagne

Within 25 miles of Barneveld, WI, Best Investors lists 102 registered investment advisory firms with 228 offices nearby, managing about $11.2T in combined regulatory AUM across 2,756,317 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 Barneveld

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM