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Best financial advisors in Beecher, WI

Registered advisers within 25 miles of Beecher, WI.

Offices
15
Firms
9
Combined AUM
$2.76T
Firm-wide filings, not assets booked only here
Clients
475K
474,970 clients when Item 5C has a number
Avg / client
$5.81M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JONATHAN ALLAN LASATER
Sean August O'Day
Stephen Robert Nolde
Richard Thomas Kinsey
SCOTT THOMAS SANDERS
RYAN A PEPIN
LAIRD JOHN TREPP
Matthew D Lockhart
Brandon James Malburg
Cole Smith
Hillari Marie Runsat
JONATHAN MATTHEW ELLIS
RUSSELL LEE GAME
TODD SAUNDERS
KERRY TUSHOSKI
WILLIAM B SAUNDERS
Jeffrey Kenneth Van Holla
CYNTHIA ANN GUSTAFSON
CARA DIANE SNOWDON
JASON MICHAEL ANDERSON
HEIDI SOPHIE STRUTZ
David Robert McNurlen

Within 25 miles of Beecher, WI, Best Investors lists 9 registered investment advisory firms with 15 offices nearby, managing about $2.76T in combined regulatory AUM across 474,970 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 Beecher

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM