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Best financial advisors in Eastman, WI

Registered advisers within 25 miles of Eastman, WI.

Offices
15
Firms
8
Combined AUM
$3.16T
Firm-wide filings, not assets booked only here
Clients
512K
512,205 clients when Item 5C has a number
Avg / client
$6.17M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
HARBOUR INVESTMENTS, INC.

Investors

Kimberly Geneva Schmelz
Robert William Bird
Benjamin Denton Achenbach
Jeffrey James Clausen
Allie A Thornton
James Michael Jones
Bridget Nichols
Quincy Louis Johnson
Jeffrey Thomas Breit
Kristin N. Hill
TYLER MICHAEL KOZELKA
Sara Jo Stowell
Cathy M Buhl
Michael Todd Alexander
SCOTT KEVIN HOUG
Nicholas Steven Wilz
ARNE PAUL FREMSTAD
JOHN NORMAN MICKELSEN
AARON JAMES CADE
BEAU A SCHROEDER
TRAVIS J GASKELL
Abigail Marie Severson
Christopher J Estrada
Margaret Ann Severson

Within 25 miles of Eastman, WI, Best Investors lists 8 registered investment advisory firms with 15 offices nearby, managing about $3.16T in combined regulatory AUM across 512,205 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 Eastman

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 HARBOUR INVESTMENTS, INC. 3,203 clients · 257 advisers $9.60B AUM