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Best financial advisors in Boyceville, WI

Registered advisers within 25 miles of Boyceville, WI.

Offices
29
Firms
10
Combined AUM
$3.04T
Firm-wide filings, not assets booked only here
Clients
529K
529,221 clients when Item 5C has a number
Avg / client
$5.74M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
OSAIC WEALTH, INC.
PACKERLAND BROKERAGE SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Katie Swenby
JOAN IRENE BARTZ
SCOTT RAYMOND EBERT
Benjamin Ray Ebert
JACQUELINE MARIE HUNT
Sawyer James Brown
DARCY MICHAEL BROWN
JOEL RYAN RATZ
TIMOTHY MARK CARLSON
Jason Matthew Edward Johnson
JONATHAN MICHAEL KROENING
JACOB THOMAS CIMINO
Michael Charles Braatz
Joel Glenn Helminiak
Jeremy Joseph Untz
Lucas Jay Wachewicz
Tanya JO Dean
LUISA FERNANDA LEWIS
AMANDA ANN GIESEN
JOHN ROBERT HEIKE
KYLE HENRY THORPE
COLTIN DAVID BREHM
Brennan J Anderson
SAMUEL MARTIN FERCH
PAUL STEVEN FUHRMAN
JACOB NICHOLAS FUHRMAN
Kurtis Robert Brown
KYLE OVERBY
CHRISTOPHER AARON WICKER
Brian Lawrence Bedford
Jennifer Most
CHAD EDWARD SHAFER
MARSHA GRACE SHAFER
BRANDON LEE GRABER

Within 25 miles of Boyceville, WI, Best Investors lists 10 registered investment advisory firms with 29 offices nearby, managing about $3.04T in combined regulatory AUM across 529,221 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 Boyceville

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM