Best financial advisors in Cato, WI

Registered advisers within 25 miles of Cato, WI.

Offices

183

Firms

65

Combined AUM

$7.38T

Firm-wide filings, not assets booked only here

Clients

1.30M

1,299,558 clients when Item 5C has a number

Avg / client

$5.68M

Combined AUM ÷ clients

Nearby offices

THRIVENT INVESTMENT MANAGEMENT INC.

428 W RYAN
BRILLION, WI 54110

EDWARD JONES

964 W Ryan St Suite E
BRILLION, WI 54110

CETERA INVESTMENT ADVISERS LLC

1925 N Rapids Road
MANITOWOC, WI 54220

10.6 miles away

CETERA INVESTMENT ADVISERS LLC

405 N RAPIDS RD STE 3
MANITOWOC, WI 54220

11.4 miles away

EDWARD JONES

405 N RAPIDS RD SUITE 2
MANITOWOC, WI 54220-3400

11.4 miles away

LPL FINANCIAL LLC

200 N RAPIDS RD
MIANITOWAC, WI 54220

11.5 miles away

EDWARD JONES

4712 EXPO DR STE 2
MANITOWOC, WI 54220

11.6 miles away

RAYMOND JAMES & ASSOCIATES, INC.

3730 Mangin St
Manitowoc, WI 54220

12.1 miles away

MERIT FINANCIAL ADVISORS

4400 Calumet Avenue Suite 201
Manitowoc, WI 54220

12.2 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

1765 N 18th St
MANITOWOC, WI 54220

12.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

3007 Calumet Avenue
Manitowoc, WI 54220

12.5 miles away

OSAIC WEALTH, INC.

2316 WASHINGTON STREET
MANITOWOC, WI 54220

12.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

939 S 21st St
Manitowoc, WI 54220-4945

12.9 miles away

RED GRANITE WEALTH MANAGEMENT

1034 S. 18TH STREET SUITE 105
MANITOWOC, WI 54220

13.1 miles away

U.S. BANCORP ADVISORS, LLC

1617 Washington St
Manitowoc, WI 54220

13.1 miles away

MADISON PARTNERS

901 York St
Manitowoc, WI 54220

13.5 miles away

LPL FINANCIAL LLC

1117 S 10TH ST
MANITOWOC, WI 54220

13.6 miles away

LPL FINANCIAL LLC

1013 S 8TH STREET
MANITOWOC, WI 54220

13.7 miles away

TCFG INVESTMENT ADVISORS, LLC

100 Maritime Drive Suite 3-A
Manitowoc, WI 54220

13.7 miles away

TCFG INVESTMENT ADVISORS, LLC

100 Maritime Dr, Ste 3-A
Manitowoc, WI 54220

13.7 miles away

Firms

THRIVENT INVESTMENT MANAGEMENT INC.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

RAYMOND JAMES & ASSOCIATES, INC.

MERIT FINANCIAL ADVISORS

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

OSAIC WEALTH, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

RED GRANITE WEALTH MANAGEMENT

U.S. BANCORP ADVISORS, LLC

MADISON PARTNERS

TCFG INVESTMENT ADVISORS, LLC

Investors

Sheilah Maria Vandenhouten

Michael R Marciniak

Thomas Wayne Schug

MICHAEL LONY SCHUG

Ashley Jagemann

THOMAS ROBERT BINVERSIE

Andrew James Ziolkowski

Steven J Merline

JASON PHILIP WEIER

Atley Thomas Gay

WILLIAM ROBERT CASEY

TIMOTHY CHARLES LUKASEK

David James Koch

GARY GRADEN KEESLING

Kay Paulette Van Sluytman

PAUL JEFFERY GOTTSHALL

MATTHEW RICHARD SCHELLINGER

ALLAN WILLIAM HIBBARD

DYLAN THOMAS RUBY

EDWARD TODD GLOVER

JARED RICHARD MEYER

Thomas Peter Schmidtke

Allison Carla Schramm

JOHN EDWARD CRESS

TRAVIS CADE NEISWENDER

JASON ROSS MUENCH

Ryan Lawrence Brandon

MICHAEL EDWARD HALLA

Within 25 miles of Cato, WI, Best Investors lists 65 registered investment advisory firms with 183 offices nearby, managing about $7.38T in combined regulatory AUM across 1,299,558 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 Cato

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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM