Best financial advisors in Belmont, WI

Registered advisers within 25 miles of Belmont, WI.

Offices

37

Firms

21

Combined AUM

$3.70T

Firm-wide filings, not assets booked only here

Clients

569K

568,916 clients when Item 5C has a number

Avg / client

$6.50M

Combined AUM ÷ clients

Nearby offices

THRIVENT INVESTMENT MANAGEMENT INC.

147 Keystone Parkway
Platteville, WI 53818

EDWARD JONES

2 INSIGHT DR STE B
PLATTEVILLE, WI 53818

AVANTAX PLANNING PARTNERS, INC.

One Insight Drive
Platteville, WI 53818

ROSEMEYER MANAGEMENT GROUP

1290 E MINERAL ST.
PLATTEVILLE, WI 53818

EDWARD JONES

330 S Water St (Hwy 80/81) By SUPPZ Nutrition
Platteville, WI 53818

COMMONWEALTH FINANCIAL NETWORK

55 East Main Street
Platteville, WI 53818

LPL FINANCIAL LLC

25 EAST PINE STREET
PLATTEVILLE, WI 53818

BERTRAM FINANCIAL ADVISOR SERVICES

229 HIGH ST
MINERAL POINT, WI 53565

10.1 miles away

COMMONWEALTH FINANCIAL NETWORK

305 DOTY STREET
MINERAL POINT, WI 53565

10.2 miles away

MML INVESTORS SERVICES, LLC

517 Park Place
Darlington, WI 53530

10.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

208 MAIN STREET
DARLINGTON, WI 53530

10.6 miles away

LPL FINANCIAL LLC

125 NORTH CENTER ST
LIVINGSTON, WI 53959-1937

12.5 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

120 South Iowa St.
Dodgeville, WI 53533

17.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

120 South Iowa Street
Dodgeville, WI 53711

17.3 miles away

MERIT FINANCIAL ADVISORS

118 North Iowa Street
Dodgeville, WI 53533

17.3 miles away

HARBOUR INVESTMENTS, INC.

100 E CHAPEL STREET
DODGEVILLE, WI 53533

17.4 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

214 E GRACE ST STE C
DODGEVILLE, WI 53533

COMMONWEALTH FINANCIAL NETWORK

1113 N. JOHNS
DODGEVILLE, WI 53533

STATE FARM INVESTMENT MANAGEMENT CORP.

103 W Leffler ST
Dodgeville, WI 53533

18.1 miles away

EDWARD JONES

111 COUNTY ROAD YZ
DODGEVILLE, WI 53533

18.2 miles away

Firms

THRIVENT INVESTMENT MANAGEMENT INC.

AVANTAX PLANNING PARTNERS, INC.

ROSEMEYER MANAGEMENT GROUP

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

BERTRAM FINANCIAL ADVISOR SERVICES

MML INVESTORS SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MERIT FINANCIAL ADVISORS

HARBOUR INVESTMENTS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Timothy H Zauche

Joseph John Gustafson

Robert F Hundhausen

DOUGLAS WAYNE ROGERS

JACOB EDWARD ROSEMEYER

Payton Paul Simon

Brooklyn Louise Flanagan

ANDREW THOMAS TRANEL

JOSEPH WILLIAM SCHULTZ

REGAN MARIE SHIPP

KALEY ELLEN BOCKHOP

John Paul Drefcinski

Frank Johann Ortiz

Clare Anne Manning

Dylan Andrew Rasmason

Jake Allen Miller

Benjamin Donald Reeves

Vicki Sue Pfalzgraf

Alaina Sarah Reeves

MATTHEW MARK CUPLIN

TYLER J KENNICKER

MICHELLE ELIZABETH BERTRAM

BEVERLY JAYNE BERTRAM

ROSS ALAN SMITH

KIM ALLEN HAVENS

DAVID EUGENE EATON

Lori Jean Barry

HAROLD PATRICK HELLEN

CHESTER WILLIAM LEE

MICHAEL DOUGLAS PEAT

KATHLEEN ANN BRAMLETT

JONATHAN PAUL LAVENTURE

Robert Lee Allbright

Elissa Allbright

Jenny Ann Dochnahl

Within 25 miles of Belmont, WI, Best Investors lists 21 registered investment advisory firms with 37 offices nearby, managing about $3.70T in combined regulatory AUM across 568,916 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 Belmont

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM