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Best financial advisors in Birnamwood, WI

Registered advisers within 25 miles of Birnamwood, WI.

Offices
53
Firms
29
Combined AUM
$4.92T
Firm-wide filings, not assets booked only here
Clients
843K
843,089 clients when Item 5C has a number
Avg / client
$5.84M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
KERBERROSE WEALTH MANAGEMENT, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
BUSKA WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACKERLAND BROKERAGE SERVICES, INC.
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
HOFF PRIVATE WEALTH

Investors

Kimberly Anne Garski
SHAWN PATRICK BRESNAHAN
STEVEN MARK BANDY
Benjamin David Peterson
Keri Thut
David John Fredel
DAN PAUL AUGUSTINE
Colton Arlan Kielman
Kailey Elizabeth Berendsen
Zachary Michael Kyhos
Logan Thomas Woller
Ryan Michael Pecha
Jordan Alexander Thao
COLE JAMES BRUNER
ANDREW EDWARD JARVIS
JOEL PATRICK PERGOLSKI
JAMES ARTHUR KOEHLER
Peter Gunn
Scott Muschinske
CHRISTOPHER ROBERT BRICKHEIMER
DAVID JON LARSON
Scott Elliot Wildman
Dana Emily Kolbe
Patrick John Poeschel
Connor Caten Buechel
DAVID JOSEPH STELLPFLUG
DANIEL WILLIAM MARX
TIMOTHY CHARLES FREIBERG
ROBERT WILLIAM WACHHOLZ
JAMES EDMUND ISON
Cody Russell Hanke
Katrina Heather ONeill
CHARLES LOUIS OUIMETTE
JEFFREY ALLEN MULHERN
Benjamin Robert Casselberry
Wade Alexander Schuette
Nathan John Birchler
Abigail Rindfleisch
MATTHEW ADAM GAST
Erik Daniel Sherfinski
JOHN KNOLL
VALORIE PEARL GAST
Logan Ray Rosenow
EDWARD CARLTON FOX
Steven Joseph Schreiner
KURT DEFOREST WAID
KEVIN LEE FRONEK
Michael A. Calo
HANNA MARIE Koss
Dane Lee Fronek
ERIK EARL FINANGER
Alexandria Lee Bakka
Daniel R Hoff

Within 25 miles of Birnamwood, WI, Best Investors lists 29 registered investment advisory firms with 53 offices nearby, managing about $4.92T in combined regulatory AUM across 843,089 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 Birnamwood

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM