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Best financial advisors in Buena Vista, WI

Registered advisers within 25 miles of Buena Vista, WI.

Offices
52
Firms
24
Combined AUM
$3.85T
Firm-wide filings, not assets booked only here
Clients
1.16M
1,163,439 clients when Item 5C has a number
Avg / client
$3.31M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
ELITE WEALTH MANAGEMENT, INC.
ELITE RETIREMENT GROUP
PRINCIPAL SECURITIES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
OSAIC WEALTH, INC.
HARBOUR INVESTMENTS, INC.
LPL FINANCIAL LLC
ASSOCIATED INVESTMENT SERVICES, INC.
EVEXIA WEALTH, LLC

Investors

ALAN WAYNE SCHROEDER
SHANON GERALD MOON
Nichole G Matowitz
Andrew John Wolf
Jeffrey J. Hohn
Jay Allen Wolf
PATRICK LEE MARCELL
MICHAEL WILLIAM MARCELL
Victor Ray Kizewski
Matthew Theodore Daniels
Jacob Ringwelski
RAYMOND I CAL
Daniel Luke Weltzin
DANIEL MARK DEMERS
Bryce Collin Ziemer
Keegan D Ziemer
Andrew John Firminhac
TIMOTHY GEORGE ROMAN
Glenn Arthur Helminiak
Heather Brandner
Mouamong Vang
TRACEY ELISABETH STALTER
MICHAEL LEE WOLBERS
KIM RENEE ANGELL
MICHAEL BRIAN NERDAHL
AUSTIN LEE KORGER
Travis A Rucinski
Justin James Anderson
MICHAEL WAYNE BIALAS
Terence Gregory Schott
Emily Bouche
Teryn Cindy Kuse
Elle Nicole Smits
CHRISTINE MARIE TYJESKI
NICKOLAS JOSEPH ALLAR
RYAN MICHAEL HINNER
ROBERT ALLEN BERG
BENJAMIN JOHN MARTINSEN
EUGENE DANIEL SCHULFER
LOUANN SCHULFER
JAMES JOSEPH ROBINSON
SCOTT MATTHEW BIERTZER
BENJAMIN AKIRO LAWS
JOSEPH THOMAS WATSON
Jacob Delroy Bartz
Justin Wayne Kelly
JENNA Rose LAWS
Jessica Ann Pickthorn Henrickson

Within 25 miles of Buena Vista, WI, Best Investors lists 24 registered investment advisory firms with 52 offices nearby, managing about $3.85T in combined regulatory AUM across 1,163,439 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 Buena Vista

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM