Best financial advisors in Cady, WI

Registered advisers within 25 miles of Cady, WI.

Offices

38

Firms

12

Combined AUM

$3.18T

Firm-wide filings, not assets booked only here

Clients

598K

598,039 clients when Item 5C has a number

Avg / client

$5.32M

Combined AUM ÷ clients

Nearby offices

CETERA INVESTMENT ADVISERS LLC

550 TENTH AVE SUITE 101
BALDWIN, WI 54002

CETERA INVESTMENT ADVISERS LLC

550 10TH AVENUE SUITE 101
BALDWIN, WI 54002

EDWARD JONES

1570 10th AVE
BALDWIN, WI 54002

LPL FINANCIAL LLC

705 MAIN ST
BALDWIN, WI 54002

THRIVENT INVESTMENT MANAGEMENT INC.

103 E OAK ST
GLENWOOD CITY, WI 54013

PRINCIPAL SECURITIES, INC.

1421 N BROADWAY STE 113
MENOMONIE, WI 54751

12.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1125 Broadway St N Ste 1
Menomonie, WI 54751

12.9 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

1125 BROADWAY ST N
MENOMONIE, WI 54751

12.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

700 WOLSKE BAY ROAD SUITE 230
MENOMONIE, WI 54751

13.1 miles away

EDWARD JONES

503 BROADWAY ST S SUITE 50
MENOMONIE, WI 54751-3092

13.2 miles away

LPL FINANCIAL LLC

444 SOUTH BROADWAY
MENOMONIE, WI 54751-0160

13.2 miles away

LPL FINANCIAL LLC

500 MAIN ST
MENOMONIE, WI 54751

13.5 miles away

EDWARD JONES

2521 BROADWAY ST S STE 2
MENOMONIE, WI 54751-3914

13.5 miles away

PACKERLAND BROKERAGE SERVICES, INC.

320 23RD AVE E
MENOMONIE, WI 54751

13.6 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

1509 Stout Rd
Menomonie, WI 54751

OSAIC WEALTH, INC.

393 RED CEDAR ST SUITE 4
MENOMONIE, WI 54751

14.6 miles away

EDWARD JONES

394 Red Cedar Street Ste 1
MENOMONIE, WI 54751

14.7 miles away

LPL FINANCIAL LLC

2919 SCHNEIDER AVE SE
MENOMONIE, WI 54751

14.9 miles away

EDWARD JONES

338 W MAIN ST STE 108
ELLSWORTH, WI 54011-5087

19.2 miles away

LPL FINANCIAL LLC

1207 NORTH MAIN STREET
RIVER FALLS, WI 54022

21.3 miles away

Firms

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

THRIVENT INVESTMENT MANAGEMENT INC.

PRINCIPAL SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

PACKERLAND BROKERAGE SERVICES, INC.

OSAIC WEALTH, INC.

Investors

CHAD EDWARD SHAFER

MARSHA GRACE SHAFER

Brian Lawrence Bedford

CHRISTOPHER AARON WICKER

JOAN IRENE BARTZ

SCOTT RAYMOND EBERT

Benjamin Ray Ebert

JACQUELINE MARIE HUNT

Sawyer James Brown

DARCY MICHAEL BROWN

Jason Matthew Edward Johnson

TIMOTHY MARK CARLSON

LUISA FERNANDA LEWIS

Kurtis Robert Brown

PAUL STEVEN FUHRMAN

JACOB NICHOLAS FUHRMAN

JONATHAN MICHAEL KROENING

JACOB THOMAS CIMINO

Michael Charles Braatz

Joel Glenn Helminiak

Jeremy Joseph Untz

Lucas Jay Wachewicz

AMANDA ANN GIESEN

JOHN ROBERT HEIKE

KYLE HENRY THORPE

COLTIN DAVID BREHM

Brennan J Anderson

SAMUEL MARTIN FERCH

ALEXANDER PAUL BURIAN

Within 25 miles of Cady, WI, Best Investors lists 12 registered investment advisory firms with 38 offices nearby, managing about $3.18T in combined regulatory AUM across 598,039 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 Cady

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 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B 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