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Best financial advisors in Campbellsport, WI

Registered advisers within 25 miles of Campbellsport, WI.

Offices
106
Firms
38
Combined AUM
$6.10T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,066,803 clients when Item 5C has a number
Avg / client
$5.72M
Combined AUM ÷ clients

Nearby offices

Firms

CONCORDE ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERIT FINANCIAL ADVISORS
EDWARD JONES
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
FIRST HEARTLAND CONSULTANTS, INC.
OSAIC WEALTH, INC.
LANDOLT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

DAVID JOSEPH TALBOT
JAMES JOHN SILBERNAGEL
LOGAN Patrick WILD
STEVEN JAMES DILLING
MARK ROBERT DILLING
TIMOTHY MICHAEL REIS
Matthew Paul Hellmer
Jeffrey L Wills
PATRICK MARVIN BROESKE
DANIEL HENRY WENINGER
Jack Patrick Cole
Bennett P Broeske
Logan Demaa
LARRY EDWARD POCH
JAMIE ALLEN HEISE
WILLIAM JOHN GOMILLA
Anna Carlson
Jennifer Lynn Flenz
Robert Lee Cox
Ryan Gonzalez
Alexis Kopecky
TIMOTHY MAXWELL BRENNAN
LISA KAE ADAMS
BRETT HENRY WEIR
PAMELA M GRUBER
ANNA MARIE KOTTKE
Patricia Joanne Heider
THERESE MARIA MOORE
NATHAN R DERKS
ROBERT MARTIN DERKS
JESSICA ANN GEISZLER
BOBBY JOE ROYES
Jessica VanOurkerk
BRIAN JONES
SHAWN LONGLEY
LYNN HAEFS
JAMES TAYLOR

Within 25 miles of Campbellsport, WI, Best Investors lists 38 registered investment advisory firms with 106 offices nearby, managing about $6.10T in combined regulatory AUM across 1,066,803 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 Campbellsport

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM