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Best financial advisors in Caledonia, WI

Registered advisers within 25 miles of Caledonia, WI.

Offices
639
Firms
218
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,760,437 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
A TO Z FINANCIAL PLANNING LLC

Investors

PRABHJOT SINGH MALHOTRA
BRITTNI NICOLE LAMOTHE
TIMOTHY CHARLES CERNY
Michelle Bertram
James Timothy Bild
Jason David Atwater
Katie E Drenzek
David Dziubek
Scott A Dziubek
Paul Nowak
DEANNA M DAHL
Kevin Lenci
ERIK ROBERT ANDERSON
ALEJANDRO ZAMORA
JOSEPH ANTHONY PIROZZOLO
Dawn Ann Okon
Jamie E. Poulos
Jeane Mardi Schell
CRYSTAL ROSE SDANO
LAWRENCE A DREHER
KARL JAMES WEIZENICKER
Jacob Theodore Harmann
MICHAEL STEPHEN GORICHANAZ
Russell Scott Kortendick
Benjamin Jordan Schluckebier
RYAN PATRICK VANDELOO
Abigail Louann Lindsay
KYLE JAMES ROSSI
ANDREW RUTHENBERG LAFONTAIN
TIMOTHY V WACHTER
KEVIN MICHAEL POLHEBER
ELIZABETH F STAMATAKOS
WILLIAM LEE TIEDT
Stephanie Johnson
ESTHER EZEKIEL INYANG
ReAnn Lynn Holmes
Sarah Louise Bucek
Joshua D Kassulke
CHERYL ANN ANGELINI
DANIEL JOHN LARSON
CHAD MICHAEL DURFEY

Within 25 miles of Caledonia, WI, Best Investors lists 218 registered investment advisory firms with 639 offices nearby, managing about $14.5T in combined regulatory AUM across 2,760,437 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 Caledonia

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