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Best financial advisors in Cross Plains, WI

Registered advisers within 25 miles of Cross Plains, WI.

Offices
358
Firms
139
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,776,992 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL GROUP, LLC
APEX FIDUCIARY ADVISORS LLC
HARBOUR INVESTMENTS, INC.
SENTINEL ADVISORY GROUP, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CENTRAL WEALTH MANAGEMENT LLC
PMMSF PARTNERS, LLC
SAVANT WEALTH MANAGEMENT
SHELLCREST FINANCIAL LLC
BEACON POINTE ADVISORS, LLC
MIDWEST ASSET MANAGEMENT, INC.
MERIT FINANCIAL ADVISORS
JACOBSON & SCHMITT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.

Investors

Scott LaMontagne
PAUL WILLIAM ZANDER
ZACHARY DAHL
Sandra Kaye Zimbric
THOMAS JAMES FREITAG
MEGAN E DORN
JAMES DREW TARP
MICHAEL JON HARMELINK
PETER ROBERT SHULLA
Kelsee Rose Guest
Karly Jo Costanzo
CARY ARMIN GRUNDER
BRENTON LEE CASHORE
NATHAN FORD KEELING
Natalie Angelina Gardina
ANDREW PETER SHULLA
BRADLEY A NIEDER
BRONSON JOHN ENDRES
James Cooper
Trevor A Conti
KARL DETTMANN
ERIC ALLEN HEITING
Austin Flower
Kyra Faith Adrian
Megan Michelle Harris
Michael Timothy Mallon
Brennan D Blecker
Jacob Daniel Hauenstein
Hunter Joseph Baye
Samantha Leigh Blahnik
Bennett Joseph Wessley
Jack Robert Wilharm
BRENT ALAN LINDELL
SARAH ELIZABETH MCGINNISS
TRAVIS RICHARD CLIFF
SHIRLENE D CHART
JAMES MATTHEW HAYGOOD
Keith Gerald Lueck
Lillie F Perry
Stephen Francis Fuller
Noah James Tostrud
ZACH DONALD MEULEMANS
Robert Oliver Klitzke
KONRAD ZAGZEBSKI
MATTHEW ERWIN NIERMEYER
MICHAEL ANTHONY DUBIS
JAMES WILLIAM BYRD
BRIAN JOHN CLEVEN
CREW ROBERT RISGAARD
WILLIAM JAY MELAND
PATRICK RYAN STURM
CARA RUTH WOLENEC
JEFFREY MAX SUPPLE
Kathryn Ann Schaller
Lucy Noelle Cuff
DANIEL RICHARD ZAWIDOWSKI
ANGELA MARY BEHM
Christopher Eugene Johnson
RICHARD JAY VANDEN BOOGARD
Erik Preston Barker
Adam Christopher Sweet
Leah Lillian Halvorson
Brooke Marie Wolverton
Terri Lynn Van Den Einde
PAUL EDWARD BLANEY
Cashton Davis Craig
Xun Liu
Olusegun Osayemi
Kellan Donald Schulz
Cruse William Schuster

Within 25 miles of Cross Plains, WI, Best Investors lists 139 registered investment advisory firms with 358 offices nearby, managing about $13.5T in combined regulatory AUM across 2,776,992 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 Cross Plains

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM