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Best financial advisors in East Troy, WI

Registered advisers within 25 miles of East Troy, WI.

Offices
429
Firms
133
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,747,113 clients when Item 5C has a number
Avg / client
$4.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COAST ADVISORY LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ASSOCIATED INVESTMENT SERVICES, INC.
HARBOUR INVESTMENTS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FIAT LUX CAPITAL MANAGEMENT
THE AMERIFLEX GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

James Michael Jakscht
THOMAS LEROY DEPPE
Bradley R Richter
SCOTT MICHAEL SCHREIBER
Lukas Scott Schreiber
JOHN OTTO SCHREIBER
Gary Alan Martens
Lisa Anne Hallenbeck
DAVID CORRIE HANSEN
Timothy Joseph Martens
JONATHAN HENRY SCHOMBERG
Allison Clarice Sperindeo
Scott Andrew Howard
PETER JAMES ENGSTROM
SAMANTHA NICOLE GUTHRIE
DANIEL RALPH KRUEGER
MAURICE HEBB
CALLAHAN TULLY
KAREN KALLEM
DAVID JOHN HENNINGFIELD
JONATHAN MICHAEL FIORITO
TODD DAVID SPRECHER
Nicholas Riley Mowry
Zachary R Fitzpatrick
WILLIAM BERNARD CZAJA
LEAH A KOEHNKE

Within 25 miles of East Troy, WI, Best Investors lists 133 registered investment advisory firms with 429 offices nearby, managing about $13.1T in combined regulatory AUM across 2,747,113 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 East Troy

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