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Best financial advisors in Buffalo City, WI

Registered advisers within 25 miles of Buffalo City, WI.

Offices
33
Firms
14
Combined AUM
$2.66T
Firm-wide filings, not assets booked only here
Clients
338K
337,581 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
EDWARD JONES
PACKERLAND BROKERAGE SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
FOCUS FINANCIAL
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

STEPHEN RAY STOLZ
Christian Dwight Taylor
KYLE PAUL SOBOTTA
Julie Ann Leichtnam
Tyson Stackhouse
Alana D Wilson
Aaron Patrick Dienger
DANNY D ALBERTSON
MARK CARL SWENSON
Kelsey Colon
Wayne Robert Myhre
ANTHONY MITCHELL VOTE
Aaron Michael Thurow
Kimberly A Clausen
ROBERT MATTHEW QUINLAN
ANDREW JOSEPH KIEFFER
Mark Travis Swenson
Jordan Paul Zimmerman
John Michael Hardy
Gregg Brandt
Lynette Marla Stevens
Brandi Jean Moore
Kimberly Kay Renk
Aleah Rachel Harvey
Alexis Rae Partington
MELISSA JAYNE MANSFIELD
Jacob Michael Reeck
Matthew Michael Reeck
MATTHEW Jacob SCHROEDER
PHILLIP LOUIS ANDERSON
Dylan James Lisitza
Theresa Ann McNally
MICHAEL JOHN SLAGGIE
MATTHEW STEPHEN SLAGGIE
Nash Kramer
Kevin Mahoney
RYAN R MEYER
DAVID JOEL ERICKSON

Within 25 miles of Buffalo City, WI, Best Investors lists 14 registered investment advisory firms with 33 offices nearby, managing about $2.66T in combined regulatory AUM across 337,581 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 Buffalo City

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM