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Best financial advisors in Bte Des Morts, WI

Registered advisers within 25 miles of Bte Des Morts, WI.

Offices
257
Firms
84
Combined AUM
$9.03T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,501,619 clients when Item 5C has a number
Avg / client
$3.61M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
HARRIS FINANCIAL SERVICES, INC.
LPL ENTERPRISE, LLC
VALLEY WEALTH MANAGEMENT
INDEPENDENT FINANCIAL GROUP, LLC
U.S. BANCORP ADVISORS, LLC

Investors

BRIAN LEE GIBBS
Eric John Lang
ERIC Charles WILKE
JOHN M SCHORSE
JOHN ALBERT WILKE
RANDAL JOHN GROSS
JOHN ALBERT WILKE
Katherine Coppersmith
JAMES GREGORY KIMBALL
STEPHEN C ZIBLUT
WADE HENRY PAFFENROTH
Samuel Scott Christie
Kristie Rene' Furseth
Vincent Darwin Moore
Ralph E Schultz
Grant Christopher Stettler
CYNTHIA A KUETTNER
RANDY LEE HUSMAN
LAWRENCE MICHAEL MROCZKOWSKI
HOLLY MARGARET FITZGERALD
MICHAEL J FRECHETTE
ROBERT RICHARD HARRIS
Nicole Jean Riley
PAUL NICHOLAS BEHNKE
Shawn Dockry
Jamie Lee Neabling
Jennifer Lyn Groholski

Within 25 miles of Bte Des Morts, WI, Best Investors lists 84 registered investment advisory firms with 257 offices nearby, managing about $9.03T in combined regulatory AUM across 2,501,619 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 Bte Des Morts

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