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Best financial advisors in Brandon, WI

Registered advisers within 25 miles of Brandon, WI.

Offices
105
Firms
27
Combined AUM
$5.34T
Firm-wide filings, not assets booked only here
Clients
981K
980,535 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Austin John Armga
Richard Lee Matravers
Garrett L Moody
Kylar Narance
JONATHON E VENHUIZEN
Joel Lee Heeringa
JONATHAN DOUGLAS LEONARD
BRICE MICHAEL TERBEEST
MAXWELL DAVID HUSEBOE
Joshua Schaalma
Gregory Adam Dragolovich
Shad William Horton
NICK SHELBY ZANDERS
MARK DONALD RASNER
Matthew Frank Stroede
JOSEPH WILLIAM STROEDE
Beth Kiernan
WILLIAM JOSEPH STROEDE
Claire Tienor
THEODORE ERIC LAMP
MARK WINFIELD HOTCHKISS
MICHAEL LEROY KREUZIGER
Jennifer Ann Foster
Rebecca Lynn Dahlke
Kathleen Ann Tavs
KYLE MITCHELL KAHL
BRADLEY SCOTT JOHANNES
Robert Charles Hess
Ethan Dennis Diederich
ERIC ELMER GURHOLT
TINA MARIE GRENLIE
CHRISTOPHER MICHAEL NELSON
PETER JOHN QUEHL
LOGAN Robert JOHNSON
Pamela Ann Tollefson
BRADLEY MICHAEL MARX
PAMELA M GRUBER
ANNA MARIE KOTTKE
Patricia Joanne Heider
PATRICK MARVIN BROESKE
DANIEL HENRY WENINGER
Jack Patrick Cole
Bennett P Broeske

Within 25 miles of Brandon, WI, Best Investors lists 27 registered investment advisory firms with 105 offices nearby, managing about $5.34T in combined regulatory AUM across 980,535 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 Brandon

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM