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Best financial advisors in Deer Park, WI

Registered advisers within 25 miles of Deer Park, WI.

Offices
75
Firms
28
Combined AUM
$8.41T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,056,287 clients when Item 5C has a number
Avg / client
$7.97M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
HARVEST HORIZON WEALTH STRATEGIES
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.

Investors

KYLE OVERBY
MICHAEL PATRICK CALLANAN
Debra Ann Kindschy
Ryan Collins
Eric Morrissey
SHERRI JEAN MUNKELWITZ
Ross Douglas Olson
Jose Alvarez
STAN DANIEL FALKENHAGEN
Shannon Lea McDaniel Mehls
JANELLE LARIE LIND
ADAM JOHN SWANDA
JESSE ALAN KVITEK
DAREN JAMES POWERS
MacKenzie Stephen Zajec
JAMES EDWARD WOLF
Katie Swenby
JOAN IRENE BARTZ
CHRISTOPHER AARON WICKER
Jonathan E Timm
Colin Eral
Brian Lawrence Bedford
Jennifer Most
CHAD EDWARD SHAFER
MARSHA GRACE SHAFER
BRANDON LEE GRABER
SCOTT ALAN RACINE

Within 25 miles of Deer Park, WI, Best Investors lists 28 registered investment advisory firms with 75 offices nearby, managing about $8.41T in combined regulatory AUM across 1,056,287 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 Deer Park

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 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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM