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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

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
HARBOUR INVESTMENTS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
WELLTH ADVISORY SERVICES, LLC
M HOLDINGS SECURITIES, INC.
GRANITE FINANCIAL GROUP
HIGHLAND INVESTMENT ADVISORS LLC
ANNEX WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
MARINER
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL PARTNERS
ANEW ADVISORS, LLC

Investors

KIERSTEN ANNA BANASZAK
GARY IRWIN NADOLSKY
TRACY ELLEN DALLEN
Matthew Paul Jackson
RICHARD N DALLEN
PAUL BRIAN JACKSON
CHRISTOPHER MANION BRENNAN
KERRY JAMES LAPP
KEVIN JOHN BAY
JAMES JOSEPH EBERLE
CHARLES HAVNOR COAKLEY
ANGELA MARIE JOHNSON
Gennell Elizabeth Warner
MARK ANTHONY OTTEN
Lloyd Murray Frick
Ryen James Ryba
THOMAS JAMES GERGER
HENRY ANTHONY OTTEN
JOHN RUDOLPH AUGUSTIN
CHRISTOPHER FRANCIS PECK
KYLE JORDAN GILBERTSON
JOSEPH CHARLES BONOW
Mark Andrew Hackett
CHARLES RICHARD HURTGEN
BRYAN CHARLES MARSHALL
DOMINIC M RICE
ANTHONY JOSEPH GALATI
SCOTT ALLEN WAECHTER
HUNTER MASLOWSKI
TYLER ANDREW GIDDINGS
BART DOMINIC LIA
DAVID GERARD BERKA
DEREK J WINN
ERIC CHRISTOPHER TWEEDEN
LAUREN THOMPSON
JOSEPH M MATRISE
ANNA ROSE HACKBARTH
LAUREN NICOLE CRAWFORD
JOHN RICHARD HUTCHINSON
AMY MARIE LEY
LORI LYNN BANECK
LEO CRAIG LESCH
BRAYDEN NAEF
THOMAS JOHN HUTCHINSON
Gregory Gavran
MIRACLE JEAN HEXOM
HARRY ARTHUR MEWES
Mark Thomas Tate
Anthony Louis Meier
SCOTT JOHN KEIPPER
Ryan M. Moran
Abbigail Kuna
Ethan Hanrahan
DANA LEE FELTON
JEFFREY RONALD PETRUS
Tyler Poppe
Shane M McCauley
BRANDON JAMES ANDREASEN
Grace Elizabeth Heck
THOMAS JEROME DORNOFF
DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler
Ryan Jeffrey Komas
Evan Jahnke
Xiaonan Wu
Tyler Dean Quinn
TODD KEVIN VOIT
DAVID JOSEPH SPANO
JACQUELYN LEE SKLENAR
LEESA NADYNE GILLIAM
ASBJORN EDWARD SANDERS
NOI SAYAOVONG
MICHAEL CHESTER KIRK
THOMAS ALEXANDER PARKS
Jeffrey David Daye
CARL PIO HOLZEM
BRIAN JAMES JACOBSEN
KATHERINE MAYHEW DOYLE
PATRICK JOSEPH SHEEHY
MARK ALAN PENT
George Anthony Parkhill
JOHN DAVID THOMPSON
Brandon Arps
Jacob Adam Hauser
SUSANNE CATHERINE LOPEZ
DYLAN CHRISTOPHER ADLER
CHARLES SEBASTIAN CLAUSSEN
Gregory Vidmar
ANDREW ALLEN EICHEL
William Brian Lamborne
Kevin Trecek
John Francis Deroche
Connor J Allen
Keith Richard Butler
BRADY DENNIS MICHAELIS
RUSSELL JOSEPH ENEA
Jennifer Elizabeth Jesse
Samuel T Harmeyer
Jacob Keith Vander Galien
Granthem James Beck
Brooke Morgan Wilken
Anthony Tyler Thorn
Austin A Grandinetti
Jamie Lynne Watkins
Martha Mary Kuhn
Mark F. Schaefer
Nolan Brandau McIntyre
Beau Gross
David Alan Panitzke
Faith Elizabeth Schanowski
James Mathew Schaeve
Pieter J Mulder
Aaron John Bain
Kenneth Gordon Pollard
Eric James Turba
Luis Angel Castellanos Solano
Austin Christopher Vande Slunt
MICHAEL THOMAS MURTOS
Michael John Mihm
DAVID SCOTT FONO
MARK JAMES BECK
Sarah Jane Kyle
MICHAEL ERNEST VENTURINI
ANTHONY DAVID MLACHNIK
AMY S KIISKILA
BRIAN ANDREW BARTHOLOMEW
FREDERICK ANDRE COLEMAN
KENNETH JAY SYMES
DAVID JAMES FISHER
NAOMI KAROL ACKLEY
ANDREW Ronald REHORST
Samuel Streator
JACOB GALANTE
Jacob Patrick Knox
Rebecca Lynn Posig
Cory Justin Borcherdt
Kent Neilson Halleen
Arabella M Parins
Nikolas Brian Hillstrom
Jacob T Johnson
DEREK VAN WAGONER FELSKE
Michael Dodge
Steven James Dryer
Benjamin Allen Johnson
Marilou Davido
Elena Jane Erkenswick
Rece Mulder
Timothy Shawn Boyle
John Charles Himmelspach
Jack H Laubusch
Matthew Kolb
DANIEL JOSEPH KOLB
DANNY J VIOLA
MICHAEL JON SELLINGER
SUSAN MARIE WALTON
NICHOLAS THOMAS WEBSTER
TAMARA LYNN GESSAY
Kelley M Wolff
Blake James Bauer
BLAINE EDMOND GIBSON
RACHEL MARIE PANASUK
SUZANNE EVELYN RINELLI
KATIE ANN JACKSON
KEITH BERNARD SIERRA
Jackson McDonald
SCOTT ROBERT WICK
JAMES PATRICK DUNN
HEIDI ELIZABETH SCHILLING
LAURA ANNE LAMBERG
PAUL JOSEPH WARTMAN
DANIEL LEE BORCHARD
Joshua Horner
GORDON Thompson FRATER
MATTHEW GARRETT LOGUE
Marcus Paul Melnarik
Mark Joseph Duetsch
ROBERT WELLS ALLBRIGHT
Amanda Rae Biggar
CAROL LYNN STREHLOW
JOSHUA A SWENSON
Stephen J McDonnell
ERIK ALAN SWENSON
NICHOLAS JOHN SCHNEIDER

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