Best financial advisors in Delavan, WI

Registered advisers within 25 miles of Delavan, WI.

Offices

143

Firms

43

Combined AUM

$8.03T

Firm-wide filings, not assets booked only here

Clients

1.19M

1,191,616 clients when Item 5C has a number

Avg / client

$6.74M

Combined AUM ÷ clients

Nearby offices

GATEWAY WEALTH PARTNERS, LLC

517 East Walworth Avenue
Delavan, WI 53115

STATE FARM INVESTMENT MANAGEMENT CORP.

1034 Ann Street STE D
Delavan, WI 53115

EDWARD JONES

1034 C ANN STREET
DELAVAN, WI 53115

STATE FARM INVESTMENT MANAGEMENT CORP.

5 RIDGEWAY CT Suite A
Elkhorn, WI 53121

HARBOUR INVESTMENTS, INC.

501 NATHAN LANE #4
ELKHORN, WI 53121

EDWARD JONES

210 O'CONNOR DR SUITE 103
ELKHORN, WI 53121

J.P. MORGAN SECURITIES LLC

38 N. WASHINGTON ST.
ELKHORN, WI 53121

EQUITABLE ADVISORS, LLC

15 SOUTH LINCOLN STREET SUITE 3
ELKHORN, WI 53121

LPL FINANCIAL LLC

850 N. WISCONSIN ST
ELKHORN, WI 53121

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

1534 FAIRWAY LANE
ELKHORN, WI 53121

FORM WEALTH ADVISORS, LLC

431 GENEVA NATIONAL AVE S
LAKE GENEVA, WI 53147-4881

EDWARD JONES

302 THIRD AVENUE
FONTANA, WI 53125

EDWARD JONES

106 N Main St
Walworth, WI 53184

STATE FARM INVESTMENT MANAGEMENT CORP.

114 Kenosha St
Walworth, WI 53184

LPL FINANCIAL LLC

630 KENOSHA ST
WALWORTH, WI 53184

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

308A OGDEN AVE
CLINTON, WI 53525

11.6 miles away

EDWARD JONES

885 S JANESVILLE STE B
WHITEWATER, WI 53190

12.1 miles away

EDWARD JONES

1204 E Bluff Rd
Whitewater, WI 53190

12.2 miles away

D/B/A FINANCIAL AWARENESS INSTITUTE

W9602 STATE LINE RD
SHARON, WI 53585

12.6 miles away

EDWARD JONES

321 W CENTER ST
WHITEWATER, WI 53190-1913

12.7 miles away

Firms

GATEWAY WEALTH PARTNERS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

HARBOUR INVESTMENTS, INC.

J.P. MORGAN SECURITIES LLC

EQUITABLE ADVISORS, LLC

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FORM WEALTH ADVISORS, LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

D/B/A FINANCIAL AWARENESS INSTITUTE

Investors

IRENE MARIE VILONALABONNE

JEFFREY MARK HENSLEY

Debra Jean Cross

TONIA FAITH Andre

JAMES WESLEY PFEIL

Benjamin Robers

Stacy L. Whiteman

Lisvet Yasly Villanueva Rosas

J. JAVAN WEHMEIER

DAVID JOHN HENNINGFIELD

LUCAS DAVID KUCHENBERG

Brayden Chad Zettle

Tyler William Rima

Jackson Charles Burk

Adam Michael Kierzek

Daniel Anders Pearce

JACOB ANDREW RIES

BRIANNE BETH MOSBACH

ALYSSA KIMBERLY ERICKSON

Melissa Kaye Beaumont

Vincenzo Cimino

Pietro Robert Cimino

David Richard Blend

Ryan William Quamme

Joshua Henry Peterson

Heather Marie Stelzer

Kent Jameson Hutchins

Brittany Mikayla Kim Skelton

Within 25 miles of Delavan, WI, Best Investors lists 43 registered investment advisory firms with 143 offices nearby, managing about $8.03T in combined regulatory AUM across 1,191,616 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 Delavan

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM