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Best financial advisors in Brooklyn, WI

Registered advisers within 25 miles of Brooklyn, WI.

Offices
390
Firms
140
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,774,124 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
RETIREMENT INCOME STRATEGIES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
HARBOUR INVESTMENTS, INC.
WALKNER CONDON FINANCIAL ADVISORS LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.

Investors

Christopher Dean Erfurth
LEVI DONALD CUTLER
JACOB WILLIAM TORPY
KRISTIAN L FINFROCK
Diane Berg
Christine Dawn Lade
Alex James Herr
ABIGAIL MARIE WELSH
MICHAEL JON NIEDFELDT
TERRY JAMES NIEDFELDT
RYAN GERTH
Keaton Gill
Jessica Lynn Knutson
Kelly Ann Venable
Phillip H. Knutson
Martin Roy Griffin
Lisa Lynn Fernan
Joseph Robert Coleman
CARINA L MORELAND
DAWN MARIE GOPLIN
Carly McCormick
JOSEPH GABRIEL
TIMOTHY MARK PEDERSON
ANDREW TIMOTHY KING
AARON G TACHON
ROGER EDWARD HELLENBRAND
TRISHA ELIZABETH ARNDT
CHASE ALEXANDER MARTIN
Matthew James Gerlach
Brandin Arndt
Amy E Deterding
MARCUS OTT
DENNIS FRED BAKER
HEIDI ELIZABETH SCHULTZ

Within 25 miles of Brooklyn, WI, Best Investors lists 140 registered investment advisory firms with 390 offices nearby, managing about $13.5T in combined regulatory AUM across 2,774,124 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 Brooklyn

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM