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Best financial advisors in Branch, WI

Registered advisers within 25 miles of Branch, WI.

Offices
149
Firms
57
Combined AUM
$8.94T
Firm-wide filings, not assets booked only here
Clients
1.59M
1,586,962 clients when Item 5C has a number
Avg / client
$5.63M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MUELLER WEALTH
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
MERIT FINANCIAL ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
RED GRANITE WEALTH MANAGEMENT
U.S. BANCORP ADVISORS, LLC
MADISON PARTNERS
TCFG INVESTMENT ADVISORS, LLC

Investors

Thomas Wayne Schug
Parker Paul Mueller
ROSS ANTHONY MUELLER
TIMOTHY CHARLES LUKASEK
David James Koch
GARY GRADEN KEESLING
Kay Paulette Van Sluytman
MICHAEL LONY SCHUG
Ashley Jagemann
Seth Jones
Logan Bowles
THOMAS ROBERT BINVERSIE
Andrew James Ziolkowski
Steven J Merline
JASON PHILIP WEIER
PAUL JEFFERY GOTTSHALL
MATTHEW RICHARD SCHELLINGER
ALLAN WILLIAM HIBBARD
DYLAN THOMAS RUBY
Atley Thomas Gay
WILLIAM ROBERT CASEY
EDWARD TODD GLOVER
Andrew Matias Carrillo
Larry Jay Waldburger
HARROLD BACHMANN RIBICH
JOSEPH JOST
Shawnae Virginia Galien
NATHAN JON RADDATZ
Nathan Lee Barnes
JARED RICHARD MEYER
Thomas Peter Schmidtke
Allison Carla Schramm
JOHN EDWARD CRESS
Ryan Lawrence Brandon
MICHAEL EDWARD HALLA

Within 25 miles of Branch, WI, Best Investors lists 57 registered investment advisory firms with 149 offices nearby, managing about $8.94T in combined regulatory AUM across 1,586,962 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 Branch

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM