Best financial advisors in Birch, WI

Registered advisers within 25 miles of Birch, WI.

Offices

16

Firms

12

Combined AUM

$2.64T

Firm-wide filings, not assets booked only here

Clients

584K

584,245 clients when Item 5C has a number

Avg / client

$4.52M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

211 W WISCONSIN AVE
TOMAHAWK, WI 54487

LPL FINANCIAL LLC

1411 N. 4th Street, Suite 103
Tomahawk, WI 54487

GLOBAL RETIREMENT PARTNERS LLC

W7887 East Island View Drive
Tomahawk, WI 54487

10.4 miles away

EDWARD JONES

1310 NORTH CENTER AVENUE
MERRILL, WI 54452

11.7 miles away

EDWARD JONES

109B S CENTER AVE
MERRILL, WI 54452-1237

12.3 miles away

EDWARD JONES

100 S MILL ST SUITE 101
MERRILL, WI 54452

12.4 miles away

EDWARD JONES

2812 EAST MAIN STREET SUITE A
MERRILL, WI 54452

12.4 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

403 GRAND AVE
MERRILL, WI 54452

12.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

705 S Center Ave Ste C
Merrill, WI 54452-3406

12.8 miles away

SGL FINANCIAL, LLC

3610 Hwy 47
Rhinelandar, WI 54501

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1901 RIVER STREET
RHINELANDER, WI 54501

22.3 miles away

STIFEL, NICOLAUS & COMPANY, INCORPORATED

10 EAST COURTNEY STREET
RHINELANDER, WI 54501

22.5 miles away

HECK CAPITAL ADVISORS, LLC

15 EAST ANDERSON STREET
RHINELANDER, WI 54501

22.6 miles away

COMMONWEALTH FINANCIAL NETWORK

158 S. ANDERSON STREET SUITE #2
RHINELANDER, WI 54501

22.6 miles away

EQUITABLE ADVISORS, LLC

8A WEST DAVENPORT ST SUITE 206
RHINELANDER, WI 54501

22.7 miles away

BORGER CAPITAL MANAGEMENT LLC

1606 MEADOWVIEW ROAD
WAUSAU, WI 54403

24.7 miles away

Firms

LPL FINANCIAL LLC

GLOBAL RETIREMENT PARTNERS LLC

THRIVENT INVESTMENT MANAGEMENT INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

SGL FINANCIAL, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

HECK CAPITAL ADVISORS, LLC

COMMONWEALTH FINANCIAL NETWORK

EQUITABLE ADVISORS, LLC

BORGER CAPITAL MANAGEMENT LLC

Investors

Blair David Otterholt

SARA DANAE OLSEN

Mary Kathleen Piraino

Kevin Allen Cohrs

Ian William Cohrs

Katie Ann Helmstadter

Joseph Robert Simkovic

David Scott Purmal

Christopher John Robinson

Kelly Brian ODay

Robert Michael Oemig

MICHAEL RAY BOYD

Bryan James Kronberger

TRAVIS JOSEPH BROCK

DAVID ROBERT MANNIKKO

RYAN CRAIG HETLAND

DAVID J HOLPERIN

PAMELA PATRICE BISHOP

JOHN PAUL REINTHALER

STEVIE LYNN RADZINSKI

BENJAMIN CHRISTIAN OPSAL

OTONA R LAVENDER

connor j showalter

Samuel John Brettingen

Olivia Helen Stoll

Jack J Wasserman

Reece David Stangel

KENNETH ROBERT HECK

DAVID MARTIN HECK

DONNA MARIE BLAMBERG

Grace Elizabeth Heck

KATHLEEN ERIN ANDERSON

MATTHEW ADAM GAST

Erik Daniel Sherfinski

VALORIE PEARL GAST

Ludger Josef Borger

TODD JOSEPH GLIME

Within 25 miles of Birch, WI, Best Investors lists 12 registered investment advisory firms with 16 offices nearby, managing about $2.64T in combined regulatory AUM across 584,245 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 Birch

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 5 GLOBAL RETIREMENT PARTNERS LLC 798 clients · 462 advisers $170B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM