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Best financial advisors in Boulder Junction, WI

Registered advisers within 25 miles of Boulder Junction, WI.

Offices
15
Firms
10
Combined AUM
$5.26T
Firm-wide filings, not assets booked only here
Clients
862K
862,331 clients when Item 5C has a number
Avg / client
$6.10M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
RBC CAPITAL MARKETS, LLC
MORGAN STANLEY
OSAIC WEALTH, INC.
GATEWAY WEALTH PARTNERS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Investors

SHANE MICHAEL ZARUBA
THOMAS WILLIAM JENSCH
MEGHAN MAY MCFARLAND ANDERSON
Aaron Michael Muzzy
Brian Keith Nerdahl
Garrett Scott Mann
John MICHAEL Bennett
Matthew A Kock
KURT DUANE VELDHUIZEN
SUSAN F KNAPSTEIN
CHRISTINE M ULLIUS
FREDERICK GARY WOTRUBA
Richard Erwin Brostowitz
JOHN G HILBERT
Amanda Krueger
River Nicklaus
LOVELL LLOYD ROE
LAURA LEE BORSKI
MATTHEW C KLUETZ
CLARA Marie METZ
Carmen S Strasburg
MARK JOSEPH FRIDAY
JEFFREY SCOTT BOEHM
Alise M Jablonsky
GEORGE EDWARD MILLER
MATTHEW ALLEN TRYPUC
THOMAS ALLEN WITTKOPF
Benjamin Robert Casselberry
Chad Kielty
DOUGLAS HOWARD STEINER
CONNIE J CAMPBELL
JAMES GREGORY PONDEL

Within 25 miles of Boulder Junction, WI, Best Investors lists 10 registered investment advisory firms with 15 offices nearby, managing about $5.26T in combined regulatory AUM across 862,331 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 Boulder Junction

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 GATEWAY WEALTH PARTNERS, LLC 50 clients · 94 advisers $2.28B AUM