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Best financial advisors in Clintonville, WI

Registered advisers within 25 miles of Clintonville, WI.

Offices
25
Firms
9
Combined AUM
$2.53T
Firm-wide filings, not assets booked only here
Clients
447K
446,801 clients when Item 5C has a number
Avg / client
$5.66M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ASSOCIATED INVESTMENT SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
KERBERROSE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Blake Mellin
Mandy L Kriesel
PETER JAMES FANNIN
COLE WILLIAM STEINKE
Angela DuQuaine
Randy Camille Panzer
Sandra Carroll
Zias Richard Panzer
IDELL JEAN JOHNSTON
Emily Elizabeth Schiltz
Joseph Christopher Miesbauer
Seth T Kohel
Jonathan Reid Aumann
KYLE LEE KLOTZBUECHER
RONALD JOSEPH SCANLAN
BRIAN JAMES MACIEJEWSKI
John Martin Stang
Jason Allen Richel
Scott Stuart Ciullo
Michael Pruett Rudolf
Scott R Schewe
ANTHONY J POWERS
Connor Rosin
Karley Marie Wardlow
Taj Johnathan Boelter
Elle Rose Hietpas
Ethan Gabriel Hausmann
JUSTIN TAYLOR DAMON
DAVID MICHAEL PASSEHL
SCOTT ALAN PARSON
Dalton Avery Parson
Joshua David Hull
Kyle Thomas Hammen
Corey Andrew Knepfel
CHAD MICHAEL BACKES
KEVIN J KONKOL
Jesse Michael Fenske
TRAVIS JOSEPH KLOEHN
Jennifer Lynn Gardner
Andrejs Joseph Sics
Nicholas Michael Koch
April Erin Rasmussen
MICHAEL JAMES ST MARIE

Within 25 miles of Clintonville, WI, Best Investors lists 9 registered investment advisory firms with 25 offices nearby, managing about $2.53T in combined regulatory AUM across 446,801 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 Clintonville

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 ASSOCIATED INVESTMENT SERVICES, INC. 45 advisers $1.17B AUM 7 KERBERROSE WEALTH MANAGEMENT, LLC 17 advisers $1.16B AUM 8 APPLETON INVESTMENT MANAGEMENT INC. 1 advisers $1.10M AUM