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Best financial advisors in Clam Lake, WI

Registered advisers within 50 miles of Clam Lake, WI.

Offices
24
Firms
14
Combined AUM
$2.44T
Firm-wide filings, not assets booked only here
Clients
399K
399,384 clients when Item 5C has a number
Avg / client
$6.11M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FRANSON FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
LPL ENTERPRISE, LLC
NEWEDGE ADVISORS
FARTHER
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Thomas Danczyk
Paul M Danczyk
John Alan Danczyk
DIANA LYNN SKAWINSKI
Caleb James Franson
Isaac Nash Franson
JASON JAMES KOHL
JESSE ALLAN BECKERMANN
Emily Jeanne Phillips
MICHAEL G BIGO
NANCY P ANDERSON
Dylan James Hudson
Heather Ann Kalla
Benjamin Martinsen
ROBERT THOMAS FERRARA
KRISTIE LYNN VOLDBERG
DANE THOMAS GLEESON
JOHN RUSSELL FIORIO
Reid Michael Fiorio
ERIC CHRISTIAN NEUMANN
Cole Foster Nichols
DAVID RYAN PAGELS
DARYL WALDEN JOLMA
Carl Bard
MATTHEW GARY KRUEGER
Kenneth M Saari
CARL ANDREW VANDENBURG
Simon Marshall Store
Jeffrey Hunter Cornelius
Eric David Riegler
Joseph Charles Lemke

Within 50 miles of Clam Lake, WI, Best Investors lists 14 registered investment advisory firms with 24 offices nearby, managing about $2.44T in combined regulatory AUM across 399,384 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 Clam Lake

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 NEWEDGE ADVISORS 122 clients · 620 advisers $43.2B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM