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Best financial advisors in Clyman, WI

Registered advisers within 25 miles of Clyman, WI.

Offices
109
Firms
40
Combined AUM
$5.86T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,061,923 clients when Item 5C has a number
Avg / client
$5.52M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
ASSOCIATED INVESTMENT SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

PATRICK DAVID MEISTER
WILLIAM THOMAS OSWALD
BRIAN D KONZ
GREG ALAN SCHROEDER
MELODY MARIE GRESSICK
James J Gehring II
BRADY ROBERT ENDL
Toniette Ann Flint
CHRISTOPHER DAVID MALLOW
TYLER Dean SASS
Taylor Donald Schultz
Richelle Holtzman
Ronald James Counsell
BRIANA RAE SMITH
CRAIG ELDON SCHNUELLE
BENJAMIN MICHAEL HOPPENRATH
MICHAEL EVERETT WILLIAMS
Wendy Nicole Petersen
BRIAN PATRICK HANNAN
PATRICK ROYAL CLARK
CALVIN LEE HEMLING
Mary Jo Homan
Andrew Douglas Mehan
Kevin J. Smith
JOHN WILLIAM GREY
Spencer Oemig
JAMIE LEE HENNING
Aaron Bischoff
David Brian Geschke
Rebecca Davison
Amber Michelle Vanderwal

Within 25 miles of Clyman, WI, Best Investors lists 40 registered investment advisory firms with 109 offices nearby, managing about $5.86T in combined regulatory AUM across 1,061,923 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 Clyman

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM