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Best financial advisors in Clearwater Lake, WI

Registered advisers within 25 miles of Clearwater Lake, WI.

Offices
21
Firms
16
Combined AUM
$5.87T
Firm-wide filings, not assets booked only here
Clients
1.12M
1,123,301 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

GATEWAY WEALTH PARTNERS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC
U.S. BANCORP ADVISORS, LLC
MORGAN STANLEY
EQUITABLE ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
HECK CAPITAL ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

THOMAS ALLEN WITTKOPF
Benjamin Robert Casselberry
Chad Kielty
DOUGLAS HOWARD STEINER
CONNIE J CAMPBELL
Justen James Schemmel
RONALD KEVIN PATTERSON
SHANE MICHAEL ZARUBA
MATTHEW ALLEN TRYPUC
MEGHAN MAY MCFARLAND ANDERSON
John MICHAEL Bennett
Matthew A Kock
KURT DUANE VELDHUIZEN
SUSAN F KNAPSTEIN
CHRISTINE M ULLIUS
FREDERICK GARY WOTRUBA
Richard Erwin Brostowitz
JOHN G HILBERT
Amanda Krueger
River Nicklaus
Aaron Michael Muzzy
Brian Keith Nerdahl
Garrett Scott Mann
THOMAS WILLIAM JENSCH
LOVELL LLOYD ROE
LAURA LEE BORSKI
MATTHEW C KLUETZ
CLARA Marie METZ
Carmen S Strasburg
MARK JOSEPH FRIDAY
JEFFREY SCOTT BOEHM
Alise M Jablonsky
MATTHEW ADAM GAST
JOHN KNOLL
Erik Daniel Sherfinski
VALORIE PEARL GAST
MICHAEL RAY BOYD
Bryan James Kronberger
TRAVIS JOSEPH BROCK
DAVID ROBERT MANNIKKO
KATHLEEN ERIN ANDERSON
PAMELA PATRICE BISHOP
JOHN PAUL REINTHALER
STEVIE LYNN RADZINSKI
BENJAMIN CHRISTIAN OPSAL
OTONA R LAVENDER
connor j showalter
Samuel John Brettingen
Olivia Helen Stoll
Noelle Adler
Jack J Wasserman
Reece David Stangel
KENNETH ROBERT HECK
DAVID MARTIN HECK
DONNA MARIE BLAMBERG
Grace Elizabeth Heck
RYAN CRAIG HETLAND
Buck WJ Kipper
DAVID J HOLPERIN
GEORGE EDWARD MILLER

Within 25 miles of Clearwater Lake, WI, Best Investors lists 16 registered investment advisory firms with 21 offices nearby, managing about $5.87T in combined regulatory AUM across 1,123,301 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 Clearwater Lake

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM