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Best financial advisors in E Ellsworth, WI

Registered advisers within 25 miles of E Ellsworth, WI.

Offices
84
Firms
26
Combined AUM
$4.39T
Firm-wide filings, not assets booked only here
Clients
633K
632,581 clients when Item 5C has a number
Avg / client
$6.94M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
EXCEL FINANCIAL, LLC

Investors

James M Williamson
MELANIE NEA WHITCOMB
Corey Dean Hawe
JEFFREY CHARLES STRICKLAND
RICHARD LYNN DOUGLAS
PATRICK H FITSCHEN
Colin Michael Scully
Kyra Marie Cyr
Michael Lee Dube
Julie Heitman
CHRISTOPHER WILLIAM GUETZLAFF
Benjamin Erik Kuehni
KAREN LYNN STAI KOENIGS
CHAD EDWARD SHAFER
MARSHA GRACE SHAFER
CHARLENE ELIZABETH RIGELMAN
Jeremy Raverty
Brian Lawrence Bedford
Jennifer Most
CHRISTOPHER AARON WICKER
Daniel Roberts
TERAN TAFT HARMON
Joshua Steven Grossman
Amy M Harbort
Kaili Perron
Michael Wayne Spangler

Within 25 miles of E Ellsworth, WI, Best Investors lists 26 registered investment advisory firms with 84 offices nearby, managing about $4.39T in combined regulatory AUM across 632,581 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 E Ellsworth

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM