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Best financial advisors in Cazenovia, WI

Registered advisers within 25 miles of Cazenovia, WI.

Offices
21
Firms
11
Combined AUM
$3.01T
Firm-wide filings, not assets booked only here
Clients
537K
537,452 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
MBE WEALTH MANAGEMENT, LLC
ASSOCIATED INVESTMENT SERVICES, INC.
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.

Investors

TERRY SCOTT SEBRANEK
KALEB MARCUS FRAWLEY
JOSEPH STEVEN BROWN
Kathleen Marie Bedward
Kevin Bartels
KIM W LUCKEY
ERIC RUSSELL MINDHAM
RYAN MICHAEL CALLAN
BRANDI ILEEN WALTON
DARRAH LYNETTE TOMAS
SHELLY MARIE STIBBE
MICHAEL JOE COSGROVE
BRIAN KEITH FRUIT
Katie Jane Schmidt
Laura Jayne Morehouse
Matthew Mark Kvernen
Shane Gregory Rockweiler
Joel Kim Groskreutz
Michael Ray Lopp
Sarah Oberman
Huey Kenneth Griep
Tricia Nicole Sullivan
David Mark Kraus
JACOB ADAM KRUEGER
Baylee Ann Shifflet
Charles John Brumer
Erin Leigh Haugh
Daily Katherine Erickson
PATRICK MARTIN THIELEN
Justin James Stanek
JAMES MORREY
DAVID JUDD EDWARDS
ROBERT MICHAEL RYNES
Calvin David Peterson
Justin Mitchell Philipp
Laurie A Dischler

Within 25 miles of Cazenovia, WI, Best Investors lists 11 registered investment advisory firms with 21 offices nearby, managing about $3.01T in combined regulatory AUM across 537,452 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 Cazenovia

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM