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Best financial advisors in Collins, WI

Registered advisers within 25 miles of Collins, WI.

Offices
158
Firms
58
Combined AUM
$6.27T
Firm-wide filings, not assets booked only here
Clients
1.11M
1,107,747 clients when Item 5C has a number
Avg / client
$5.66M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
LPL FINANCIAL LLC
J. W. COLE ADVISORS, INC.
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
MERIT FINANCIAL ADVISORS
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Sheilah Maria Vandenhouten
Ryan Hale
Michael R Marciniak
Richard T Stoker
Dana Nicole Tisch
JEFFREY GERALD HEINEN
Amy Jean Komis
CLAIRE ANN WALMER
Brandon Krupp
Gretchen Krupp
BRIAN PAUL RUH
KRISTA NICOLE HALBACH
BRADLEY LLOYD RUH
Samantha Jo Bratz
Phillip A Kubichka
KAREN LYNNE WEBER
LOGAN TAYLOR NIENHAUS
JUSTIN DAVID WEBER
JULIE J WOELFEL
DANIEL JAMES WEBER
Rebecca Stella Elizabeth Winkel
RONALD STEVEN SITZMAN
Andrew James Ziolkowski
Steven J Merline
Thomas Wayne Schug
THOMAS ROBERT BINVERSIE
MICHAEL LONY SCHUG
Ashley Jagemann
Seth Jones
Logan Bowles
Atley Thomas Gay
WILLIAM ROBERT CASEY
JASON PHILIP WEIER
PAUL JEFFERY GOTTSHALL

Within 25 miles of Collins, WI, Best Investors lists 58 registered investment advisory firms with 158 offices nearby, managing about $6.27T in combined regulatory AUM across 1,107,747 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 Collins

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM