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Best financial advisors in Cedar Grove, WI

Registered advisers within 25 miles of Cedar Grove, WI.

Offices
164
Firms
70
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,671,007 clients when Item 5C has a number
Avg / client
$4.25M
Combined AUM ÷ clients

Nearby offices

Firms

HARBOUR INVESTMENTS, INC.
PLUS GROUP WEALTH ADVISORS, LLC
PRINCIPAL SECURITIES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
MERIT FINANCIAL ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
ASSOCIATED INVESTMENT SERVICES, INC.

Investors

STEVEN ROBERT KLESCEWSKI
Thomas Joseph Volkmann
BRENT ROBERT NEIS
Matthew Dirkse
JAY MICHAEL LAUER
KIMBERLY JEAN ROETHEL
RANDALL JAY ROETHEL
TIMOTHY J HARRISON
Zachary Cade Slayton
William Eric Grasse
Brayden Isaac Van Ess
Michael L Watson
Brian Arthur Beeck
William Nathan Morrison
Joshua Patrick Preiss
Donald Clark Hammond
PETER JEROME MERSBERGER
ANDREA JUNE ZOELLER
Luke Jonathan Wendorf
DEXTER JOHN SMITH
Mitchell Kent Parker
CASEY BURNS MAHONEY
Brian Andrew
JASON KENNETH MARTONE
ANTHONY JOHN HELLENBRAND
CHRISTIAN A KALNINS
Alexander J Paltzer
LARRY LAVERN KETTLE
REID SCHMIDELER
RANDY LEE ROESLER
CHRISTOPHER ANDREW MCCAMAN
JUSTIN CLIFFORD BEHM
BRIAN STEVEN BARBER
Brad Katzer
JOHN MICHEAL PLUMLEY
NIMROD PERETZ GAUSS-SAMET
DANIEL FELIX SHVARTSMAN
Penny Beth Shelander
Kyle John McMann
James D Asplin
Travis James Murphy
MATTHEW THOMAS DEMASTER
Rebecca Stella Elizabeth Winkel
Sherri Lynn Halverson
ERIC ELMER GURHOLT

Within 25 miles of Cedar Grove, WI, Best Investors lists 70 registered investment advisory firms with 164 offices nearby, managing about $11.4T in combined regulatory AUM across 2,671,007 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 Cedar Grove

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM