Best financial advisors in Brooks, WI

Registered advisers within 25 miles of Brooks, WI.

Offices

27

Firms

13

Combined AUM

$3.18T

Firm-wide filings, not assets booked only here

Clients

483K

482,721 clients when Item 5C has a number

Avg / client

$6.58M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

228 S Main St
Westfield, WI 53964

THRIVENT INVESTMENT MANAGEMENT INC.

5 E Park St
Montello, WI 53949

13.5 miles away

LPL FINANCIAL LLC

716 SUPERIOR ST
WISCONSIN DELLS, WI 53965

THRIVENT INVESTMENT MANAGEMENT INC.

700 S Main St
Adams, WI 53910

15.7 miles away

EDWARD JONES

2910 NEW PINERY STE D
Portage, WI 53901

15.9 miles away

LPL FINANCIAL LLC

121 N MAIN ST
ADAMS, WI 53910

16.4 miles away

GRADIENT ADVISORS, LLC

118 W. Collins St
Portage, WI 53901

16.5 miles away

EDWARD JONES

305 E Albert St
Portage, WI 53901-1363

17.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

219 W COOK STREET
PORTAGE, WI 53901

18.2 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

139 W Cook St
PORTAGE, WI 53901

18.2 miles away

EDWARD JONES

145 E Cook St
Portage, WI 53901-2204

18.2 miles away

EDWARD JONES

240 W COOK ST
PORTAGE, WI 53901

18.2 miles away

HARBOUR INVESTMENTS, INC.

130 E Cook St
Portage, WI 53901

18.2 miles away

ASSOCIATED INVESTMENT SERVICES, INC.

222 E WISCONSIN STREET
PORTAGE, WI 53901

18.3 miles away

LPL FINANCIAL LLC

311 E. WISCONSIN ST. SUITE 109
PORTAGE, WI 53901

18.3 miles away

MBE WEALTH MANAGEMENT, LLC

E10890 Penny Ln
Baraboo, WI 53913

20.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

201 8th Ave Ste 10
Baraboo, WI 53913

22.5 miles away

EDWARD JONES

105 N MAIN STREET
PARDEEVILLE, WI 53954

22.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

114 4TH ST
BARABOO, WI 53913

22.8 miles away

LPL FINANCIAL LLC

109 THIRD AVENUE
BARABOO, WI 53913

22.8 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

THRIVENT INVESTMENT MANAGEMENT INC.

LPL FINANCIAL LLC

GRADIENT ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

HARBOUR INVESTMENTS, INC.

ASSOCIATED INVESTMENT SERVICES, INC.

MBE WEALTH MANAGEMENT, LLC

Investors

JASON MICHAEL STAUFFACHER

Jared Ryan Abbrederis

STEVEN CRAIG SIMONS

NATHAN PAUL KELLER

Koral Livernash

Troy D Simonson

Joia Lauren Jesa Simonson

Daniel David Mael

STEVEN EDWARD BENCK

TODD RUSSELL BRAAKSMA

Josh Taylor Vehring

Ryan Arthur Carmichael

Jon Klamor Vehring

BRIAN WADE WAELTI

DOUGLAS ALDEN HALVERSON

JULIE JANE GROVES

CASSANDRA LEIGH WEIGEL

Calvin David Peterson

Justin Mitchell Philipp

NICHOLAS FRANCIS ALSTEEN

JOSHUA JOHN STRZELECKI

Thomas Walter Romaniak

ANDREW LUKE HAGER

PETER DANIEL WELSH

LESLIE KENNETH GAY

LISA ANN MCCLYMAN

JENNIFER ANNE KINZLER

LAURA ANN STANEK

Dane Christopher Dale Hinz

Within 25 miles of Brooks, WI, Best Investors lists 13 registered investment advisory firms with 27 offices nearby, managing about $3.18T in combined regulatory AUM across 482,721 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 Brooks

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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