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Best financial advisors in Boaz, WI

Registered advisers within 25 miles of Boaz, WI.

Offices
20
Firms
11
Combined AUM
$3.01T
Firm-wide filings, not assets booked only here
Clients
537K
537,452 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
EDWARD JONES
PFS INVESTMENTS INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
MBE WEALTH MANAGEMENT, LLC
ASSOCIATED INVESTMENT SERVICES, INC.
OSAIC WEALTH, INC.

Investors

TERRY SCOTT SEBRANEK
KALEB MARCUS FRAWLEY
JOSEPH STEVEN BROWN
DARRAH LYNETTE TOMAS
SHELLY MARIE STIBBE
MICHAEL JOE COSGROVE
BRIAN KEITH FRUIT
ERIC RUSSELL MINDHAM
RYAN MICHAEL CALLAN
KIM W LUCKEY
Kathleen Marie Bedward
Kevin Bartels
BRANDI ILEEN WALTON
Sara Jo Stowell
JAMES MORREY
Justin James Stanek
ROBERT MICHAEL RYNES
DAVID JUDD EDWARDS
JEREMY JOHN SIMPLOT
Katie Jane Schmidt
Laura Jayne Morehouse
Matthew Mark Kvernen
Shane Gregory Rockweiler
Joel Kim Groskreutz
Michael Ray Lopp
Sarah Oberman
Huey Kenneth Griep
Tricia Nicole Sullivan
David Mark Kraus
JACOB ADAM KRUEGER
Baylee Ann Shifflet
Charles John Brumer
Erin Leigh Haugh
Daily Katherine Erickson
PATRICK MARTIN THIELEN

Within 25 miles of Boaz, WI, Best Investors lists 11 registered investment advisory firms with 20 offices nearby, managing about $3.01T in combined regulatory AUM across 537,452 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 Boaz

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM