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Best financial advisors in Cedarburg, WI

Registered advisers within 25 miles of Cedarburg, WI.

Offices
684
Firms
252
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,789,375 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
U.S. BANCORP ADVISORS, LLC
HARBOUR INVESTMENTS, INC.
PJS INVESTMENT MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FOUNDERS FINANCIAL SECURITIES LLC
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.

Investors

Brian J Nelson
Gregory Joseph Michaels
Nina Quinn Catherine Hoffmann
Matthew Jason Patrick
Margaret Mary Sewart
DAVID JOHN PAGEL
DAVID ALLAN PAGEL
JASON SCOTT LACEY
SCOTT MICHAEL CONGER
KELSEY ELIZABETH WAGNER
Emma E Curtsinger
Devin Alic Goetsch
JOYCE CAROL BIELEFELD
PATRICK NELSON SOMMERFIELD
KELLY SUE MERTEN
Sarah Fitzsimmons
STEVEN MATTHEW CLASEN
KIM MARIE CLARK
CHRIS CRAIN
PETER KOBIN
PATRICK WILLIAM HERKERT
Betty Jane Wellhoefer Hill
David B. Boyer
Patrick Rich
Harmony Rose Tchaikovski
Catharine Albin
Paul Tuttle
Thomas John Mueller
Megan Weigand
STEVEN ROGER SIEVERS
Liam Michael OCallaghan
Ian C Cole
Jason Willms
Christopher Kotch
Emily Brooke Klotz
Connor Young
BENJAMIN MICHAEL CARR
Jennifer Binninger Gomez
Alicia Guidry
Brooke Mcnerny
Michael Jeff Fusi
Tyge C Olson
DANIEL EDWARD MCKELVEY
SEAN PATRICK FAHEY
DAVID CARL MILLS
Jerry Jacob Faust
Cailyn Greenberg
SCOTT R LEUTENEGGER
Benjamin John Tuescher
TIMOTHY J HARRISON
Ryan Thomas Heidel

Within 25 miles of Cedarburg, WI, Best Investors lists 252 registered investment advisory firms with 684 offices nearby, managing about $14.6T in combined regulatory AUM across 2,789,375 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 Cedarburg

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM