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Best financial advisors in De Pere, WI

Registered advisers within 25 miles of De Pere, WI.

Offices
338
Firms
108
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,692,424 clients when Item 5C has a number
Avg / client
$4.19M
Combined AUM ÷ clients

Nearby offices

Firms

CREATIVE PLANNING
EDWARD JONES
MML INVESTORS SERVICES, LLC
VERUS WEALTH MANAGEMENT
LPL FINANCIAL LLC
PACKERLAND BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
MERIT FINANCIAL ADVISORS
OSAIC WEALTH, INC.
ASSOCIATED INVESTMENT SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

BENJAMIN JOHN HAYES
JACOB GERRIT HARMSEN
KIMBERLY JEAN DEWANE
WESLEY BISHOP GALLENBERGER
MADELINE MICHELLE BARANCZYK
ALEXA KAY SCHULZE
BOBBI-SUE TAMZEN Smits
Kal Earl Overlien
TRISHA SUE TETZLAFF
STEVEN JOHNSON
Gabriel DeCasas
KENNETH JOSEPH WIRTZ
Michael J C Kniess
MARK DAVID ALBERS
PAUL DANIEL CULBERTSON
BRIAN PATRICK VANDEHEY
Mitchell Rick Groeschl
Cassandra Lynn Rentmeester
Anthony S Groeschl
RICK DAVID GROESCHL
Kurtis Larson
Kelly Eisch
Michelle Ann Atwell
AMANDA STEPHANIE DENNY
Kelly Eichman
NICHOLAS DANIEL ROTH
CHRISTOPHER C KRUCK
Jessica Yohn
WILLIAM THOMAS HIGGINS
BRETT ROBERT THOM
KATHLEEN MARIE SCHMIDT
MAXIMILIAN GUIDO ROTH
James Wendland
David Thomas Wendland
Carl E Ekstrom
Andrew Nagan
Daniel James Budinger
CAROLYN ANN BAETEN
ROXANNA M BRUSS
ALLEN JOSEPH MAHNKE
Kyle Hualani Santos
DEREK ROBERT SCHANHOFER
Luke Davis
Travis S Price
Michelle Micksch
ADAM PATRICK BORTHS
SCOTT GERARD HEMAUER
GERALD PAUL GILLESPIE
Michael Paul Gillespie
Anthony Gerard Naniot
ADAM LEE DALKE
KEITH ALAN JOHNSON
JOHN STUART WOERFEL
DAVID MESA
DANIEL ROBERT ZAK
ROBERT EMERY HEIDERMAN
ALLEN KENT FREIS

Within 25 miles of De Pere, WI, Best Investors lists 108 registered investment advisory firms with 338 offices nearby, managing about $11.3T in combined regulatory AUM across 2,692,424 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 De Pere

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM