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Best financial advisors in Durand, WI

Registered advisers within 25 miles of Durand, WI.

Offices
46
Firms
19
Combined AUM
$3.81T
Firm-wide filings, not assets booked only here
Clients
864K
864,040 clients when Item 5C has a number
Avg / client
$4.41M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
PRINCIPAL SECURITIES, INC.
EDWARD JONES
PACKERLAND BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

TYLER JOHN SCHROYER
BRADY LOUIS ZWIEFELHOFER
Kari Scott
ANDREW JOHN RUD
ALLISON K RUD
STACY A WINSAND
MICHAEL JOHN LINSE
PAUL JACOB DEAN
Tanya JO Dean
Lisa Anne Berger
Julie Ann Leichtnam
Tyson Stackhouse
Kurtis Robert Brown
PAUL STEVEN FUHRMAN
JACOB NICHOLAS FUHRMAN
LUISA FERNANDA LEWIS
STEPHEN RAY STOLZ
Jason Matthew Edward Johnson
TIMOTHY MARK CARLSON
AMANDA ANN GIESEN
JOHN ROBERT HEIKE
KYLE HENRY THORPE
COLTIN DAVID BREHM
Brennan J Anderson
SAMUEL MARTIN FERCH
Michael Charles Braatz
Joel Glenn Helminiak
Jeremy Joseph Untz
Lucas Jay Wachewicz
JONATHAN MICHAEL KROENING
JACOB THOMAS CIMINO
JOEL RYAN RATZ
KURT ALLEN HANKE

Within 25 miles of Durand, WI, Best Investors lists 19 registered investment advisory firms with 46 offices nearby, managing about $3.81T in combined regulatory AUM across 864,040 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 Durand

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 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM