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Best financial advisors in Cumberland, WI

Registered advisers within 25 miles of Cumberland, WI.

Offices
33
Firms
14
Combined AUM
$3.75T
Firm-wide filings, not assets booked only here
Clients
534K
533,702 clients when Item 5C has a number
Avg / client
$7.02M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL GROUP, LLC
VALMARK ADVISERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DANIEL GOLDSMITH
Matthew James Gores
BRANDON LEE GRABER
DANIEL MORILLO BLANDON
WAYNE KARL GIESEKE
Robert Jay Berger
Drake Michael Tomesh
Clynton S Ebling
MICHAEL GEORGE MARTIN
William Robert Hoff
STEFANI JEAN FIEDLER
Jackie Lynn Gates
Chad Jeff Peterson
Eric Matthew Pelle
CHARLES FRANCIS LAWRENCE
KIRK JOSEPH BRETTINGEN
DANIEL BRADFORD GENEREAUX
STEPHEN WAYNE BOWMAN
Benjamin J Knepper
JOSHUA JEROME ESTREEN
CHRISTOPHER WILLIAM JANSSEN
BRANDON M OLSON
GERALD ERIC HAGMAN
Geoffrey Pharis Bohn
Kevin P Bohn
Edward Allan Widiker
Brett Eric Gooden
Scott James Roppe
ANGELA KRISTINE MCCULLOUGH
Jonah Michael Beckermann

Within 25 miles of Cumberland, WI, Best Investors lists 14 registered investment advisory firms with 33 offices nearby, managing about $3.75T in combined regulatory AUM across 533,702 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 Cumberland

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM