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Best financial advisors in Colgate, WI

Registered advisers within 25 miles of Colgate, WI.

Offices
760
Firms
261
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,778,984 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
INDEPENDENT ADVISOR ALLIANCE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GATEWAY WEALTH PARTNERS, LLC
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Kevin David Reitz
Brennan Everett Scheel
Amy Lynn Williams
Dustin Mathew Koehler
Jordan Joseph Bonnett
PETER FRANCIS HEIMERMAN
Nicholas Allen Wendt
Sarah Nicole Kozlowski
ELIZABETH MARIE FOX
Quinn Hoopman
Jeremy James Bisick
Dane C Allen
JUSTIN SCOTT DUMKE
EDWIN J WINCEK
Adam M Klimas
BRADLEY Leo SANBORN
WENDY SUE PEPERKORN
JOSEPH RYAN STANISLAWSKI
Elliot Mark Wrasse
BRANDON JAMES HELLESON
JOSHUA PAUL KONKEL
EDWARD RAY NEWMAN
TIMOTHY JOHN SCANLAN
GREGORY EDWARD ALFT
ERIC ANTHONY WHITE
ERICH STABELFELDT
CHAD ANTHONY FALKENSTEIN
Adam Rahl
Alison Gilman Aquino
Suzanne Marie Carney
Scott Freeze
Megan Elizabeth Heinsma
Nolan Rux
BRYAN MATTHEW JANSEN
Anne Kovales
Alexis Taylor Higgins
Stephen Lowell Williams
Jacob Andrew Pfeifer
GREG ROBERT JANSSEN
MATTHEW ALLEN STERNKOPF

Within 25 miles of Colgate, WI, Best Investors lists 261 registered investment advisory firms with 760 offices nearby, managing about $14.7T in combined regulatory AUM across 2,778,984 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 Colgate

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM