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Best financial advisors in Cambria, WI

Registered advisers within 25 miles of Cambria, WI.

Offices
45
Firms
18
Combined AUM
$4.17T
Firm-wide filings, not assets booked only here
Clients
538K
538,047 clients when Item 5C has a number
Avg / client
$7.74M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
ASSOCIATED INVESTMENT SERVICES, INC.
HARBOUR INVESTMENTS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GRADIENT ADVISORS, LLC
MML INVESTORS SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
A. GILE & CO.

Investors

Thomas Walter Romaniak
JULIE JANE GROVES
CASSANDRA LEIGH WEIGEL
DOUGLAS ALDEN HALVERSON
Josh Taylor Vehring
Ryan Arthur Carmichael
Keaton Straka
Daniel David Mael
BRIAN WADE WAELTI
TODD RUSSELL BRAAKSMA
STEVEN EDWARD BENCK
Jon Klamor Vehring
Mark Van Etten
Troy D Simonson
Joia Lauren Jesa Simonson
Dustin Darold Meisel
Aaron Bischoff
David Brian Geschke
Rebecca Davison
Amber Michelle Vanderwal
Matthew Thomas Heiar
DEBRA A SMITH
Kevin J Carnine
Katie L Kohn
Matthew Edward Emmer
Matthew Fitzgerald Faust
TREVOR DUNCAN AGNEW
Andrew Ogden Gile

Within 25 miles of Cambria, WI, Best Investors lists 18 registered investment advisory firms with 45 offices nearby, managing about $4.17T in combined regulatory AUM across 538,047 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 Cambria

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM