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Best financial advisors in Doylestown, WI

Registered advisers within 25 miles of Doylestown, WI.

Offices
108
Firms
36
Combined AUM
$5.02T
Firm-wide filings, not assets booked only here
Clients
988K
988,405 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
A. GILE & CO.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MBE WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
ASSOCIATED INVESTMENT SERVICES, INC.
MML INVESTORS SERVICES, LLC

Investors

Matthew Fitzgerald Faust
TREVOR DUNCAN AGNEW
Andrew Ogden Gile
Thomas Walter Romaniak
MAX JOSEPH SESING
Katie Christianson
BRUCE ALLEN GUST
JAMES M MILLER
MICHAEL BRANDON PRUITT
Tracy Gundert
Quinton J Hanson
Aaron Bischoff
Dustin Darold Meisel
David Brian Geschke
Rebecca Davison
Amber Michelle Vanderwal
Mary Jo Homan
Andrew Douglas Mehan
Kevin J. Smith
BRANDON SCOTT DONKERSGOED
JULIE JANE GROVES
CASSANDRA LEIGH WEIGEL
JAMIE LEE HENNING
DOUGLAS ALDEN HALVERSON
Matthew Thomas Heiar

Within 25 miles of Doylestown, WI, Best Investors lists 36 registered investment advisory firms with 108 offices nearby, managing about $5.02T in combined regulatory AUM across 988,405 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 Doylestown

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM