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Best financial advisors in Blue Mounds, WI

Registered advisers within 25 miles of Blue Mounds, WI.

Offices
298
Firms
130
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,775,349 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
INDEPENDENT FINANCIAL GROUP, LLC
CALTON & ASSOCIATES, INC.
PFS INVESTMENTS INC.
CENTRAL WEALTH MANAGEMENT LLC
PMMSF PARTNERS, LLC
T. ANTON INVESTMENT HOUSE, INC.
YAHARA WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
BUTTONWOOD PARTNERS, INC.

Investors

Michael Patrick Anderson
Erin Michelle Crowe
GEORGE WILLIAM BYYKKONEN
David James Ogden
ROGER FREDERICK DETERDING
Elizabeth Miller
DAVID SCOTT KOENIG
ZACHARY DAHL
Scott LaMontagne
PAUL WILLIAM ZANDER
SHAYNE LAWRENCE FICKLING
DAVID JUDD EDWARDS
ROBERT MICHAEL RYNES
Justin James Stanek
JAMES MORREY
ERIC ALLEN HEITING
BRENDA JOYCE SIMS
MICHAEL RAY SMITH
MARK ANDREW HAMMES
ADAM THOMAS SCHINKE
LUCAS JAMES WESTBY
Rachel Roth
Justin Kelly
SCOTT DARRELL BARTH
CHAD MICHAEL THOMLEY
RACHEL VIRGINIA HAMMES
LEONARD WILLIAMS BARRY
Andrew J Crone
JASON MATTHEW HATCH
PATRICK CHRISTIAN BORTZ
FRANK PAUL JANOWITSCH
MARK LAVERNE WOOD
JOHN FRANCIS LYNCH
JODIE A MCLELLAN
SUSAN M LAWTON
Katie Marie Veloff
BRUCE EDWARD KRUEGER

Within 25 miles of Blue Mounds, WI, Best Investors lists 130 registered investment advisory firms with 298 offices nearby, managing about $13.4T in combined regulatory AUM across 2,775,349 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 Blue Mounds

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM