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Best financial advisors in Centerville, WI

Registered advisers within 25 miles of Centerville, WI.

Offices
88
Firms
34
Combined AUM
$5.13T
Firm-wide filings, not assets booked only here
Clients
777K
776,979 clients when Item 5C has a number
Avg / client
$6.60M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PACKERLAND BROKERAGE SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FOCUS FINANCIAL
OSAIC WEALTH, INC.

Investors

KURT MICHAEL PFAFF
MEGAN BEAR
Megan Coots
Kristin Breann Beseler
ERIC WILLIAM MOEN
Miranda Kay Dearborn
Christian Dwight Taylor
KYLE PAUL SOBOTTA
Jacob Stephen Follansbee
BRYAN DANIEL HELGESON
Paul T Gunderson
TODD ARTHUR TRAUTMANN
Chase Thomas Gould
EDWARD ALLEN DAVIG
Barry Joseph Ploessl
Nash Kramer
Kevin Mahoney
RYAN R MEYER
DAVID JOEL ERICKSON
Theresa Ann McNally
John Michael Hardy
Gregg Brandt
Lynette Marla Stevens
Brandi Jean Moore
Kimberly Kay Renk
Aleah Rachel Harvey
Alexis Rae Partington
MELISSA JAYNE MANSFIELD
Mark Travis Swenson
Jordan Paul Zimmerman
MATTHEW Jacob SCHROEDER
PHILLIP LOUIS ANDERSON
Dylan James Lisitza
Aaron Michael Thurow
ANDREW JOSEPH KIEFFER

Within 25 miles of Centerville, WI, Best Investors lists 34 registered investment advisory firms with 88 offices nearby, managing about $5.13T in combined regulatory AUM across 776,979 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 Centerville

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM