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Best financial advisors in Beaver, WI

Registered advisers within 25 miles of Beaver, WI.

Offices
13
Firms
7
Combined AUM
$2.89T
Firm-wide filings, not assets booked only here
Clients
456K
456,003 clients when Item 5C has a number
Avg / client
$6.34M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIRCLE R WEALTH LLC
LPL FINANCIAL LLC
EDWARD JONES
EQUITY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

SAMUEL DAVID HOFER
ANTHONY FRANK KRANCE
David Robert McNurlen
GERALD F FLANERY
Justin James Oberg
Curtis Michael Kuchenberg
TYLER E DEGENEFFE
EDWARD BRUNO DEGENEFFE
JENNIFER LYNN GRANT
MATTHEW JOEL SCHUTTE
Brian D Sabel
Joseph Klug
Tanessa Lynnette Klug
BROOKE C ROSE
Kyle J Klumb
Kody T Klumb
STEPHEN THOMAS GUSTMAN
MICHAEL JOHN MESSER
Jeremy Bartels

Within 25 miles of Beaver, WI, Best Investors lists 7 registered investment advisory firms with 13 offices nearby, managing about $2.89T in combined regulatory AUM across 456,003 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 Beaver

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM 7 CIRCLE R WEALTH LLC 59 clients · 1 advisers $11.3M AUM