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Best financial advisors in Conover, WI

Registered advisers within 25 miles of Conover, WI.

Offices
14
Firms
11
Combined AUM
$5.40T
Firm-wide filings, not assets booked only here
Clients
931K
931,146 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

GATEWAY WEALTH PARTNERS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC
U.S. BANCORP ADVISORS, LLC
MORGAN STANLEY

Investors

THOMAS ALLEN WITTKOPF
Benjamin Robert Casselberry
Chad Kielty
DOUGLAS HOWARD STEINER
CONNIE J CAMPBELL
Justen James Schemmel
RONALD KEVIN PATTERSON
SHANE MICHAEL ZARUBA
MATTHEW ALLEN TRYPUC
MEGHAN MAY MCFARLAND ANDERSON
John MICHAEL Bennett
Matthew A Kock
KURT DUANE VELDHUIZEN
SUSAN F KNAPSTEIN
CHRISTINE M ULLIUS
FREDERICK GARY WOTRUBA
Richard Erwin Brostowitz
JOHN G HILBERT
Amanda Krueger
River Nicklaus
Aaron Michael Muzzy
THOMAS WILLIAM JENSCH
Brian Keith Nerdahl
Garrett Scott Mann
LOVELL LLOYD ROE
LAURA LEE BORSKI
MATTHEW C KLUETZ
CLARA Marie METZ
Carmen S Strasburg
MARK JOSEPH FRIDAY
Mark R Reich

Within 25 miles of Conover, WI, Best Investors lists 11 registered investment advisory firms with 14 offices nearby, managing about $5.40T in combined regulatory AUM across 931,146 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 Conover

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM