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Best financial advisors in Delafield, WI

Registered advisers within 25 miles of Delafield, WI.

Offices
680
Firms
236
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,084,113 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CUSHING CAPITAL PARTNERS, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
HARBOUR INVESTMENTS, INC.
RBC CAPITAL MARKETS, LLC
WEALTHSPIRE ADVISORS
PAVLIC INVESTMENT ADVISORS, INC.
PRESCIENT CAPITAL MANAGEMENT, LLC
BEHL WEALTH MANAGEMENT
AEGIS WEALTH ADVISORS. LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC

Investors

KURT FREDERICK TRIEBOLD
BRENT L ADAMS
ERIC EDWARD WEGNER
Caleb Jacob Schmidt
SHELLY LYNN RYNEARSON
HEATHER ANN JOHNSON
KEVIN JOHN MCCORMICK
MATTHEW JAMES OTTUSCH
JACOB STEVEN MAYER
Matthew Gill
Patrick Wilson
Michael Martin Mustas
JOHN CLARENCE BODDEN
COLLEEN P WOLBERT
MICAH BLOOM
TODD RANDLE KREMPASKY
MICHAEL ROBERT LYNCH
KURT ALLEN KUETTEL
JONATHAN KYLE LEIPOLD
MATTHEW MICHAEL LYNCH
Michael James Kieckhaefer
JAMES RUSSELL KIECKHAEFER
JAMES L VAN DE VEN
RYAN D KIECKHAEFER
ANDREW RIZZI STROMWALL
MARGARET MARY BENTZLER
SANDRA LYNN ELLIS
BRION SCOTT COLLINS
JAY MORRIS FRANK
JULIETTE CHERIE WILLIAMS
Emily Perschbacher
Joshua Leonard Frank
John Michael Dobson
RAZIEL NOCHEMIA HECHT
MATTHEW KLEIMAN
WILLIAM ROLAND WARNKE
RICHARD CHARLES SCHILLER
BRIAN DAVID BEHL
KRISTOPHER T SHARPE
Andrew Scott Polzin
Bryan Duncan Douglas
TIMOTHY MICHAEL STASINOULIAS
Charles Barrow
Cole A Froistad
BARBARA THERESA DOTY
Tyler Kratochvil
JOSEPH ANTHONY SIMONS
MICHAEL SENGLAUB
JAMES MARK SENGLAUB
Christine Marie Senglaub
Brett Nowatske
James McCourt
CRAIG DONALD RUSCH
JEFFREY WILLIAM SENGLAUB

Within 25 miles of Delafield, WI, Best Investors lists 236 registered investment advisory firms with 680 offices nearby, managing about $15.4T in combined regulatory AUM across 3,084,113 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 Delafield

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