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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

KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
DANA INVESTMENT ADVISORS INC
MORGAN-ALY WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ANNEX WEALTH MANAGEMENT, LLC
MIDWEST WEALTH SOLUTIONS LLC
RBC CAPITAL MARKETS, LLC
MARINER

Investors

SCOTT R MILLER
Lauren A Ven Housen
Tiffany Lynn Mitchell Detvan
Stephen Wayne Wattles
Shawn Paul Hittman
Jay Gerald Weideman
JENNIFER LESLIE STEIL-PALMA
JAMES KENNETH SCHNEIDER
Dante Jack Vogel
Stephen Mlinaz
Jay Allen Schwab
MARK ALAN HAGLIN
MATTHEW ALAN HUG
TIMOTHY MICHAEL RENNICKE
BRIAN ROBERT STRAY
PAUL LUTHER KWIECIEN
Jerald J Haerle
Joel David Meyer
Katherine Lyn Cavanaugh
Katie Wilm
Connie White
BRETT JOHN SCHAUMBERG
John Wasikowski
Jacob Robert Michalski
PATRICK THOMAS HORNE
MARK STEPHEN NEUMANN
MELISSA MARIE BURBACK
DAVID PAUL CERNY
ELENA CHRISTINE PHILLIPS
FLORENCE MARY PROSPERO
Nathan J Fair
TIANA HENIKA
Sam Osborne
Matthew Thomas Verdico
MARY F WILLIAMS
KEVIN JAMES CAHILL
GARY DAVID SIEVEWRIGHT
GREGORY JAMES BRANSON
RONALD J LEIPZIG
Melissa A Wahlen
Deidra M Catus
Gabrielle Margaret Conforti
Zackary M Zambo
Christopher E Knight
MICHAEL WALTER OLLMANN
RUTH ZAMBO KITZMANN
Stephanie Adele Friemoth
Henry P. Hessel
CHARLES PETER ALBRECHT
James Frederick Alioto
DARLENE CAROL MCGREGOR
TESS ELIZABETH GLASSPOOL
BRUCE JOSEPH RATAY
AMY SHERYL HESSENAUER
DARRYL STANLEY WITKOWSKI
JOSEPH MARTIN KING
KEITH HARLOW DUNTON
DANIEL ALAN BOWERMAN
TIMOTHY WAYNE PREVO
MELINDA E MAROHL
DOUG ADAM CHELLEVOLD
ANDREW THOMAS ARMSTRONG
KEVIN LEWIS
BREANNA STRERATH
JAKE LUTHARDT
SANDRA S COLLURA
PAUL THOMAS POLETTI
MICHELLE GWEN ANDERSON
THOMAS ALLEN NOWALIS
ABRAHAM A GOLDBERG
KEITH WILLIAM VAN VREEDE
JOSEPH BARRET POLETTI
MEGAN RORAFF
KAREN ELIZABETH GLEASON BLISKE
MATTHEW ROFFERS
WILLIAM JAMES KENTON
TIMOTHY DENNIS MCGRATH
Gregory James King
CAITLYN CREED
SCOTT GARY DOLVEN
BRIAN VICTOR LEHKY
MARK RICHARD MIRSBERGER
MIKHAIL I ALKHAZOV
STEVEN ALLEN JAEGER
NOAMAN A.Q. SHARIEF
JEROME JOSEPH VERANTH
MATTHEW ROBERT SLOWINSKI
DANIEL GLENN SIEVERS
David Brandt Weinstein
SEAN ANDREW MCLEOD
DANIEL BROOK WANZENBERG
JAMES MICHAEL MIRSBERGER
LORI ANNE SALYERS
DAVID M STAMM
GREGORY ALAN DAHLMAN
Jason L Behr
JAMES ARTHUR HAYETT
JOSEPH CHARLES BONOW
DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler
Ryan Jeffrey Komas
Evan Jahnke
Xiaonan Wu
Tyler Dean Quinn
TODD KEVIN VOIT
DAVID JOSEPH SPANO
JACQUELYN LEE SKLENAR
LEESA NADYNE GILLIAM
ASBJORN EDWARD SANDERS
NOI SAYAOVONG
MICHAEL CHESTER KIRK
THOMAS ALEXANDER PARKS
Jeffrey David Daye
CARL PIO HOLZEM
BRIAN JAMES JACOBSEN
KATHERINE MAYHEW DOYLE
PATRICK JOSEPH SHEEHY
MARK ALAN PENT
George Anthony Parkhill
JOHN DAVID THOMPSON
Brandon Arps
Jacob Adam Hauser
SUSANNE CATHERINE LOPEZ
DYLAN CHRISTOPHER ADLER
CHARLES SEBASTIAN CLAUSSEN
Gregory Vidmar
ANDREW ALLEN EICHEL
William Brian Lamborne
Kevin Trecek
John Francis Deroche
Connor J Allen
Keith Richard Butler
BRADY DENNIS MICHAELIS
RUSSELL JOSEPH ENEA
Jennifer Elizabeth Jesse
Samuel T Harmeyer
Jacob Keith Vander Galien
Granthem James Beck
Brooke Morgan Wilken
Anthony Tyler Thorn
Austin A Grandinetti
Jamie Lynne Watkins
Martha Mary Kuhn
Mark F. Schaefer
Nolan Brandau McIntyre
Beau Gross
David Alan Panitzke
Faith Elizabeth Schanowski
James Mathew Schaeve
Pieter J Mulder
Aaron John Bain
Kenneth Gordon Pollard
Eric James Turba
Luis Angel Castellanos Solano
Austin Christopher Vande Slunt
MICHAEL THOMAS MURTOS
Michael John Mihm
DAVID SCOTT FONO
MARK JAMES BECK
Sarah Jane Kyle
MICHAEL ERNEST VENTURINI
ANTHONY DAVID MLACHNIK
AMY S KIISKILA
BRIAN ANDREW BARTHOLOMEW
FREDERICK ANDRE COLEMAN
KENNETH JAY SYMES
DAVID JAMES FISHER
NAOMI KAROL ACKLEY
ANDREW Ronald REHORST
Samuel Streator
JACOB GALANTE
Jacob Patrick Knox
Rebecca Lynn Posig
Cory Justin Borcherdt
Kent Neilson Halleen
Arabella M Parins
Nikolas Brian Hillstrom
Jacob T Johnson
DEREK VAN WAGONER FELSKE
Michael Dodge
Steven James Dryer
Benjamin Allen Johnson
Marilou Davido
Elena Jane Erkenswick
Rece Mulder
Timothy Shawn Boyle
John Charles Himmelspach
Jack H Laubusch
Brian Jay Leben
Matthew Kolb
DANIEL JOSEPH KOLB
DANNY J VIOLA
MICHAEL JON SELLINGER
SUSAN MARIE WALTON
NICHOLAS THOMAS WEBSTER
TAMARA LYNN GESSAY
Kelley M Wolff
Blake James Bauer
BLAINE EDMOND GIBSON
RACHEL MARIE PANASUK
SUZANNE EVELYN RINELLI
KATIE ANN JACKSON
KEITH BERNARD SIERRA
Jackson McDonald
SCOTT ROBERT WICK
JAMES PATRICK DUNN
HEIDI ELIZABETH SCHILLING
LAURA ANNE LAMBERG
PAUL JOSEPH WARTMAN
DANIEL LEE BORCHARD
Joshua Horner
GORDON Thompson FRATER
MATTHEW GARRETT LOGUE
Marcus Paul Melnarik
Mark Joseph Duetsch

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