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Best financial advisors in Brillion, WI

Registered advisers within 25 miles of Brillion, WI.

Offices
329
Firms
104
Combined AUM
$9.71T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,676,852 clients when Item 5C has a number
Avg / client
$3.63M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
PRINCIPAL SECURITIES, INC.
LPL FINANCIAL LLC
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ASSOCIATED INVESTMENT SERVICES, INC.
LPL ENTERPRISE, LLC

Investors

Sheilah Maria Vandenhouten
Ryan Hale
Michael R Marciniak
ANDREW VANDEHEY
JORDAN CHRISTINE VANDEHEY
Tricia Lyn Oltmann
Richard T Stoker
Dana Nicole Tisch
Ryan Pomerening
Gabriel Benjamin Koch
Jeffrey Paul Koch
Melissa Marie Hartzheim
JEFFREY GERALD HEINEN
Amy Jean Komis
CLAIRE ANN WALMER
Brandon Krupp
Gretchen Krupp
TODD MCKINLEY CHERRY
NATHAN JAMES VANSTIPPEN
Kenneth Mark Truyman
Brandon Guy Martinek
LUKAS HUBERS
Stephanie Ann Kobin
Karley Marie Wardlow
Kyle David Lukowitz
LAURA ROSE SORENSON
CRAIG WEYENBERG
Michael Patrick Spielvogel
DANE LEE KLINTWORTH
BRIAN ANTHONY PAULSON
Kristin Mary Zahringer
ERIK PHILLIP HOSKING
Jason Edwin Berry
ROBERT DWANE PENCIL
VANESSA MARIE WELTER
Terri V Groth
John Duncan McInnes
Thomas M Weber
Anthony Imre Varga
ERIC CHRISTOPHER BLANKENFELD
Tammy S Stephan

Within 25 miles of Brillion, WI, Best Investors lists 104 registered investment advisory firms with 329 offices nearby, managing about $9.71T in combined regulatory AUM across 2,676,852 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 Brillion

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