Best Investors Account Sign in

Best financial advisors in Bayside, WI

Registered advisers within 25 miles of Bayside, WI.

Offices
725
Firms
254
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,639 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

TUCKER ASSET MANAGEMENT LLC
LPL FINANCIAL LLC
GLOBAL RETIREMENT PARTNERS LLC
ANNEX WEALTH MANAGEMENT, LLC
EDWARD JONES
RBC CAPITAL MARKETS, LLC
CAPITAL MIDWEST ADVISORS III
CAPITAL MIDWEST ADVISORS II, LLC
FOREFRONT
U.S. BANCORP ADVISORS, LLC
DEBUEY, LLC
J.P. MORGAN SECURITIES LLC
THE KIECKHEFER GROUP
DENALI WEALTH MANAGEMENT, INC.
HARBOUR INVESTMENTS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
REINHART PARTNERS, LLC
MADISON INVESTMENT ADVISORS, LLC

Investors

IGOR SHAYKEVICH
MICHAEL JAMES DRISCOLL
Eric Dennis Boldger
Marilou Davido
Jake Robert Janicek
NICHOLAS ENEA
Vincent J Ferreira
Phillip Brent Berge
SCOTT ELLIOT BERN
PAUL ERIC WESTPHAL
MICHELLE DAWN PLUMRIDGE
ARIS GEORGE BOFILES
LORI LYNN MAYER
TYLER RANDALL BRIGGS
JOHN ERIC LARSEN
Walter O Taylor
Julie Louise Niznansky
DONALD C SONSALLA
ROBIN LYNN REBARCHIK
PAULA STEPHANIE BURNS
DANA MICHELLE LARSEN
SUSAN LYNNE GOFFINEY-WALTON
Patrick McGraw
JOHN EDWARD LARSEN
Kathleen Patricia Oberneder
Matthew Thomas Clinton
Craig Robert Zimmerman
Justin J Weil
Andrew R. Johnson
Erik Knutson
ROBERT ALLISON KIECKHEFER
Evan Salmela
CARL ALLEN VALIMONT
JEFFREY ALLEN ROCHON
Mark Allyn Wierichs
Lane Dillon Valimont
KIMBERLY DAWN SCHREIBER
Meghan Donnelly Slocum
Jason S Cherny
Samuel Aaron Cherny
GABRIEL IGNACIO TORRES
MICHAEL J. KELLY
James O'Reilly
Rachel Boylan
LOUIS JOSEPH HENNECK
MATTHEW TYLER MARTINEK
JOEL ARTHUR DYKMAN

Within 25 miles of Bayside, WI, Best Investors lists 254 registered investment advisory firms with 725 offices nearby, managing about $14.7T in combined regulatory AUM across 2,777,639 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 Bayside

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM