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Best financial advisors in Cuba City, WI

Registered advisers within 25 miles of Cuba City, WI.

Offices
68
Firms
32
Combined AUM
$4.87T
Firm-wide filings, not assets booked only here
Clients
572K
572,115 clients when Item 5C has a number
Avg / client
$8.50M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
ROSEMEYER MANAGEMENT GROUP
COMMONWEALTH FINANCIAL NETWORK
AVANTAX PLANNING PARTNERS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
FRIDAY FINANCIAL
CETERA INVESTMENT ADVISERS LLC
STEELE CAPITAL MANAGEMENT, INC.
MARINER INDEPENDENT
UMB PRIVATE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.

Investors

Benjamin Donald Reeves
Vicki Sue Pfalzgraf
Alaina Sarah Reeves
TYLER J KENNICKER
JACOB EDWARD ROSEMEYER
Payton Paul Simon
Brooklyn Louise Flanagan
ANDREW THOMAS TRANEL
Carter M Klaas
JOSEPH WILLIAM SCHULTZ
REGAN MARIE SHIPP
KALEY ELLEN BOCKHOP
Haley Herr
John Paul Drefcinski
Frank Johann Ortiz
Clare Anne Manning
Dylan Andrew Rasmason
Jake Allen Miller
MATTHEW MARK CUPLIN
DOUGLAS WAYNE ROGERS
Robert F Hundhausen
Jacob Ramos
Timothy H Zauche
Joseph John Gustafson
AUSTIN TIMOTHY JUNGERS
BRIAN JOSEPH GRIFFIN
Ryan Edward Burbach
Alexander Timp
MATTHEW ROBERT PILLARD
JEREMY JOSEPH GERARDY
Eric R. Foy
NICHOLAS BERT HEIAR
CHRISTINA ANN HOFFMANN
Kevin Richard Stevens
CHAD ARNOLD HRUSKA
MARTIN JOHN SMITH
KATHRYN LYNN MORAN
Thomas Joseph Halatek
BRADLEY LEWIS
NICHOLAS PATRICK SMITH
CHRISTOPHER MATTHEW BOXLEITER
BRETT ALLEN WESSELS
VERNON HAROLD HENJES
Nicholas Brennan Hoffmann
TRENT STEINES
DAWN MARIE OTTING
JENNIFER CECELIA KETTERING
Justin Schultz
MICHAEL DANIEL STEELE
Eric May
ALEXANDER DALE LARSON
Regan Michael Takes
Frank Brooks Bertsch
JONATHON CHARLES CUSHMAN
MICHAEL W MONTAG
Brenden Jeffrey Dauphin
BRET ROBERT JOHNSON
Christopher Allen Noel
Frederick T Ganter
Thomas Casey
Terry B Brown
Michael R Ziembo
Nicholas Kilburg
DeShayne Rae Hoag
Jessica Lindsey Freiburg
David Richard Peirce
Brook Allison Skram
Darrah La Vonne Lay
PATRICK LLOYD MUTCHLER
JORDAN FOWLER
Elvis Ndahibeshe
Justin Smithhisler
Adam J Rang
Giovanni Valle
Aliina Marie Anton-Erik
Lucas John Gooding
Cassidy Fowler
Devin Pfaff
Will Davies
Anita Kalafut
Christopher Matthew Allan
STEPHANIE KAY IMHOFF
SCOTT RAY HOYLES
Kyle Joseph Sperfslage
Lacy Nicole Bender
Amanda Lynn Lane
Jennifer Elizabeth Penning
Mallory Suzanne Moser

Within 25 miles of Cuba City, WI, Best Investors lists 32 registered investment advisory firms with 68 offices nearby, managing about $4.87T in combined regulatory AUM across 572,115 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 Cuba City

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM