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Best financial advisors in Cassville, WI

Registered advisers within 25 miles of Cassville, WI.

Offices
66
Firms
29
Combined AUM
$4.77T
Firm-wide filings, not assets booked only here
Clients
574K
573,832 clients when Item 5C has a number
Avg / client
$8.31M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
ARETE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HARBOUR INVESTMENTS, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NBC SECURITIES, INC.
WEITZEL FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
IPI WEALTH MANAGEMENT, INC.
THE LIFE GROUP FINANCIAL SERVICES
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

ANDREW DOUGLAS REIMER
Tyler Dornink
MERLIN EARL AMES
Mitchel Paul Kratochvill
Robert William Bird
DOUGLAS JEROME CRUBEL
DONNA AMY KUHLMAN
Nelson Rivera
CHERYL ANNE BIERMANN
Alexander Eugene Breckon
Joel Scott Lawlor
Andrew W Smith
JAYMES DONALD BILLMYER
Marsha Margaret Abbott
APRIL JEAN HANSON
Katie Lorraine Preston
Nicole M Heiderscheit
THOMAS ALAN BARTON
SARAH ANN SPIRES
KATELYN ROSE BARTON
DANIEL EDWARD MOORE
BARBARA BARTON
NICOLE RENEE REEG
TAMMY Lee BEASLEY
WILLIAM THOMAS BENNETT
JOHN ROY HACKETT
ANTHONY JEROME KEPPLER
CAROLYN LEE BENNETT
RAYMOND ALLEN QUINT
Matthew James Moore
Maya G Wachter
BRADLEY JOSEPH WEITZEL
MARTIN THOMAS BERGER
TIMOTHY JOSEPH WEITZEL
DONALD FREDERICK RUPP
SUZAN MARIE MARTIN-HALLAHAN
TERRY JOHN BELKEN
CHEYANNE M SCHMITT
RANDY JOHN BUTLER
MARK EDWARD HOAGLIN
CHARLES PETER GEERS
MICHAEL ROBERT OSGOOD
STACI L LEITZINGER
CHARLES ROGER SKEMP
MELISSA MARIE SCHMITT
KEITH THOMAS LEVERENTZ
JUSTIN D SMITH
Luke James Swirtz
Paul Matthew Thompson
Emily Schwendinger
Sharon Kathleen Kluesner
Chase Zachary Hefel

Within 25 miles of Cassville, WI, Best Investors lists 29 registered investment advisory firms with 66 offices nearby, managing about $4.77T in combined regulatory AUM across 573,832 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 Cassville

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM