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Best financial advisors in Bear Creek, WI

Registered advisers within 25 miles of Bear Creek, WI.

Offices
95
Firms
43
Combined AUM
$7.01T
Firm-wide filings, not assets booked only here
Clients
1.98M
1,983,527 clients when Item 5C has a number
Avg / client
$3.53M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
APPLETON INVESTMENT MANAGEMENT INC.
ASSOCIATED INVESTMENT SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KERBERROSE WEALTH MANAGEMENT, LLC

Investors

PETER JAMES FANNIN
COLE WILLIAM STEINKE
Mandy L Kriesel
Blake Mellin
Corey Andrew Knepfel
CHAD MICHAEL BACKES
KEVIN J KONKOL
Jesse Michael Fenske
TRAVIS JOSEPH KLOEHN
Jennifer Lynn Gardner
Andrejs Joseph Sics
Nicholas Michael Koch
April Erin Rasmussen
MICHAEL JAMES ST MARIE
Gregory James Rogers
Angela DuQuaine
Randy Camille Panzer
Sandra Carroll
Zias Richard Panzer
IDELL JEAN JOHNSTON
Emily Elizabeth Schiltz
Joseph Christopher Miesbauer
Seth T Kohel
Jonathan Reid Aumann
KYLE LEE KLOTZBUECHER
RONALD JOSEPH SCANLAN
BRIAN JAMES MACIEJEWSKI
John Martin Stang
Jason Allen Richel
Scott Stuart Ciullo
Michael Pruett Rudolf
Scott R Schewe
ANTHONY J POWERS
Connor Rosin
Karley Marie Wardlow
Taj Johnathan Boelter
Elle Rose Hietpas
Ethan Gabriel Hausmann
JUSTIN TAYLOR DAMON

Within 25 miles of Bear Creek, WI, Best Investors lists 43 registered investment advisory firms with 95 offices nearby, managing about $7.01T in combined regulatory AUM across 1,983,527 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 Bear Creek

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM