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Best financial advisors in Clifton, WI

Registered advisers within 25 miles of Clifton, WI.

Offices
265
Firms
82
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,667,276 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PORTFOLIO DESIGN SERVICES, LLC
CX INSTITUTIONAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT VALLEY ADVISOR GROUP, LLC
KESTRA ADVISORY SERVICES, LLC

Investors

Vincent Wade Seidling
Angela Kay Tille
BRUCE DAVID SWANSON
TONYA ANN SWINNEA
MICHAEL JOSEPH PEPIN
Brian McQuade
Nicholas Ryan Jackson
Teresa Hernandez
WAYNE STEVEN WULF
Kendra Elizabeth Sievers
ALEXANDER PAUL BURIAN
James M Williamson
MELANIE NEA WHITCOMB
KAREN LYNN STAI KOENIGS
Allison Lea Butler
LUKE TERENCE MEIER
Garrett M Samb
RANDY MICHAEL PENKWITZ
Paul Edward Simmons
Hillary Stubbe
Ronald J. Jenkins
Benjamin Thomas Eby
Layne R Morgan
Katherine Robbins
CHRISTOPHER ALAN SWANSON
Nicole E Andrews
COURTNEY NICOLE DOERFLER
Zachary James Huppert
Joshua Brian Campbell
JAMIE MICHAEL GRUPE
CHANTEL RAE LUKE

Within 25 miles of Clifton, WI, Best Investors lists 82 registered investment advisory firms with 265 offices nearby, managing about $13.6T in combined regulatory AUM across 2,667,276 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 Clifton

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM