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Best financial advisors in Briggsville, WI

Registered advisers within 25 miles of Briggsville, WI.

Offices
37
Firms
14
Combined AUM
$3.02T
Firm-wide filings, not assets booked only here
Clients
541K
540,719 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
GRADIENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
HARBOUR INVESTMENTS, INC.
ASSOCIATED INVESTMENT SERVICES, INC.
MBE WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Mark Van Etten
NATHAN PAUL KELLER
Troy D Simonson
Joia Lauren Jesa Simonson
Daniel David Mael
STEVEN EDWARD BENCK
Jon Klamor Vehring
TODD RUSSELL BRAAKSMA
BRIAN WADE WAELTI
Josh Taylor Vehring
Ryan Arthur Carmichael
Keaton Straka
DOUGLAS ALDEN HALVERSON
JULIE JANE GROVES
CASSANDRA LEIGH WEIGEL
Calvin David Peterson
Justin Mitchell Philipp
NICHOLAS FRANCIS ALSTEEN
JOSHUA JOHN STRZELECKI
ANDREW LUKE HAGER
PETER DANIEL WELSH
LESLIE KENNETH GAY
LISA ANN MCCLYMAN
JENNIFER ANNE KINZLER
LAURA ANN STANEK
Dane Christopher Dale Hinz
Justin Johnson
Brittany Christen Borota-Kluck
JONATHAN MEAD
DARREN RONALD SCHWINEFUS
Laurie A Dischler
JASON MICHAEL STAUFFACHER

Within 25 miles of Briggsville, WI, Best Investors lists 14 registered investment advisory firms with 37 offices nearby, managing about $3.02T in combined regulatory AUM across 540,719 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 Briggsville

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM