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Best financial advisors in De Soto, WI

Registered advisers within 25 miles of De Soto, WI.

Offices
30
Firms
13
Combined AUM
$3.44T
Firm-wide filings, not assets booked only here
Clients
536K
536,225 clients when Item 5C has a number
Avg / client
$6.41M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
HARBOUR INVESTMENTS, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.

Investors

Quincy Louis Johnson
Jeffrey Thomas Breit
ARNE PAUL FREMSTAD
JOHN NORMAN MICKELSEN
AARON JAMES CADE
BEAU A SCHROEDER
TRAVIS J GASKELL
Abigail Marie Severson
Christopher J Estrada
Margaret Ann Severson
Todd Daniel Volden
Eric John Evenstad
Nolan Michael Martin
DeAnne Kay Krull
TIMOTHY ROY BUSWELL
Eric Halverson
SCOTT KEVIN HOUG
Christopher David Pieper
DAVID PAUL PIEPER
THOMAS ALLEN BJERKE
Christopher William Perkins
MELISSA MARIE NICCUM
ARNE WAYNE BENEKE
JOEL ROBERT TORGERUD
PETER CHRISTOPHER HELSTAD
TIMOTHY JOHN WUEBBEN
BRIAN MATTHEW HARRIS
REGINALD QUINTON RABB
Nicholas Steven Wilz
Cathy M Buhl
Michael Todd Alexander
Derek James Hartleip
SUSAN MARY BREYER
Thomas James Snyder
BRENT GAREN WOHLERS
SANDRA JEAN RIPLEY
TERRY CHARLES DICKMAN
KARLA KAY LASKY
COLIN DICKMAN

Within 25 miles of De Soto, WI, Best Investors lists 13 registered investment advisory firms with 30 offices nearby, managing about $3.44T in combined regulatory AUM across 536,225 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 Soto

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 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM