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Best financial advisors in Burlington, WI

Registered advisers within 25 miles of Burlington, WI.

Offices
248
Firms
59
Combined AUM
$9.40T
Firm-wide filings, not assets booked only here
Clients
2.22M
2,219,411 clients when Item 5C has a number
Avg / client
$4.24M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HARBOUR INVESTMENTS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
FIAT LUX CAPITAL MANAGEMENT
THE AMERIFLEX GROUP
ON INVESTMENT MANAGEMENT CO
STACKSTONE WEALTH, LLC

Investors

Nathaniel William Brandt
CLAY WILLIAM BRANDT
Dean Allan Anderson
Michael Pascucci
ANTHONY JOHN MESCHER
ELIZABETH L MENGO
ROBERT THOMAS VIAU
SCOTT PAUL HERRMANN
KRISTEN MARY LAFRANZO
DIANE KENNEDY NOPENZ
Laura Ann White
Eric Stuart Thomson
LEAH A KOEHNKE
JONATHAN MICHAEL FIORITO
DANIEL CHARLES CREEK
ELIZABETH CAROL PRAEGER
Robert James Bailey
THOMAS PAUL FOLLIS
Jacob Paul Follis
Gregory Amborn
MICHAEL POLUDNIAK
Tegan Schultz
TYLER ALEXANDER JOHNSON
Stephanie L Snyder
DANIEL RALPH KRUEGER
WILLIAM BERNARD CZAJA
TODD DAVID SPRECHER
MATTHEW S GIESE
Nicole Nickel
Nicholas Riley Mowry
Zachary R Fitzpatrick
JAKE Michael STEFFENS
Ronald Ryan Knaflic
Sheila Marie Broderick
Gregory Mehler Johns

Within 25 miles of Burlington, WI, Best Investors lists 59 registered investment advisory firms with 248 offices nearby, managing about $9.40T in combined regulatory AUM across 2,219,411 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 Burlington

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM