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Best financial advisors in Bristol, WI

Registered advisers within 25 miles of Bristol, WI.

Offices
323
Firms
103
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,648,461 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
SERENITY INVESTMENT ADVISORS
JOHNSON WEALTH INC.
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
LPL FINANCIAL LLC
UTES WEALTH STRATEGIES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
JORDAN FINANCIAL LIFE PLANNING
PORTFOLIO MEDICS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

BRIAN K GREGG
Sean Kyle O'Connor
CANDICE M BAKER
GAVIN DANIEL CARLSON
JOHN WALES BUSEY
STEPHEN JOSEPH LEVONOWICH
JAMIE KENT YOUNG
SEAN WELSH
ROBERT JAMES WICKENKAMP
Kira Peggy Cole
BRENDA ANN HAFEMAN
BARRY MARTIN PROCTOR
WILLIAM EDWARD UTES
Deborah Ann Besenhofer
Daniel Morgan Rolls
JOHN LEO CHIAPPETTA
DONALD JOHN MCCULLOUGH
WILLIAM T. SPARKS
THOMAS J HELLER
ANDREW T HELLER
TERRY LYNN BACKMANN
Ana E McKinley
DAVID PAUL JORDAN
MARIA GERALYN FLIESS
KELLY SUE BANNER
William Thomas Smith
KEITH WILLIAM DREGER
SCOTT PAUL HERRMANN
Kevin John Kiesig
Michael G Morrone
Daniel Joseph Pascucci
Brooke Kreuser
Jaclyn Smith
KENT ROBERT ROUSE

Within 25 miles of Bristol, WI, Best Investors lists 103 registered investment advisory firms with 323 offices nearby, managing about $10.9T in combined regulatory AUM across 2,648,461 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 Bristol

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM