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Best financial advisors in Big Bend, WI

Registered advisers within 25 miles of Big Bend, WI.

Offices
714
Firms
236
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,761,970 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ASSOCIATED INVESTMENT SERVICES, INC.
U.S. BANCORP ADVISORS, LLC
ON INVESTMENT MANAGEMENT CO
CETERA INVESTMENT ADVISERS LLC
FIAT LUX CAPITAL MANAGEMENT
THE AMERIFLEX GROUP

Investors

GREGORY MICHAEL DIETZ
LISA J. RAMLOW
Collin Patrick Broderick
Daniel Paul Mares
Katie Ann Orvis
SAMANTHA NICOLE GUTHRIE
EGLANTINA ISMOLLI
PRABHJOT SINGH MALHOTRA
Timothy Joseph Martens
DAVID CORRIE HANSEN
Gary Alan Martens
Lisa Anne Hallenbeck
SCOTT MICHAEL SCHREIBER
Lukas Scott Schreiber
JOHN OTTO SCHREIBER
Scott Andrew Howard
PETER JAMES ENGSTROM
Jeffrey Lee Rotfeld
Tara Leigh Rotfeld
Susy Suarez Lemcke
Tyler Mathew Demge
JAKE Michael STEFFENS
Grant Mitchell Peyron
Nicholas Riley Mowry
Zachary R Fitzpatrick

Within 25 miles of Big Bend, WI, Best Investors lists 236 registered investment advisory firms with 714 offices nearby, managing about $14.6T in combined regulatory AUM across 2,761,970 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 Big Bend

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