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Best financial advisors in Boscobel, WI

Registered advisers within 25 miles of Boscobel, WI.

Offices
20
Firms
8
Combined AUM
$2.76T
Firm-wide filings, not assets booked only here
Clients
393K
393,050 clients when Item 5C has a number
Avg / client
$7.03M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
HARBOUR INVESTMENTS, INC.
ARETE WEALTH ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Sara Jo Stowell
JEREMY JOHN SIMPLOT
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
Tyler Dornink
Mitchel Paul Kratochvill
Robert William Bird
DOUGLAS JEROME CRUBEL
MERLIN EARL AMES
BRANDI ILEEN WALTON
Lori Jean Barry
TERRY SCOTT SEBRANEK
KALEB MARCUS FRAWLEY
JOSEPH STEVEN BROWN
TYLER MICHAEL KOZELKA
Kimberly Geneva Schmelz
Benjamin Denton Achenbach
Jeffrey James Clausen
Allie A Thornton
Kristin N. Hill
James Michael Jones
Bridget Nichols

Within 25 miles of Boscobel, WI, Best Investors lists 8 registered investment advisory firms with 20 offices nearby, managing about $2.76T in combined regulatory AUM across 393,050 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 Boscobel

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 HARBOUR INVESTMENTS, INC. 3,203 clients · 257 advisers $9.60B AUM 8 ARETE WEALTH ADVISORS, LLC 35 clients · 149 advisers $2.75B AUM