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Best financial advisors in Egg Harbor, WI

Registered advisers within 25 miles of Egg Harbor, WI.

Offices
33
Firms
18
Combined AUM
$4.98T
Firm-wide filings, not assets booked only here
Clients
582K
582,419 clients when Item 5C has a number
Avg / client
$8.55M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
SUGAR MAPLE ASSET MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Bennett Reitzel Fletcher
JEREMY PAUL SCHWAB
TERRENCE MICHAEL JACK
AMY ELLEN ZELLNER
NANCY ANN LAKE
RANDALL ROBERT RUBENS
ALISON ANN WALKER
STEVEN ERIC ABRAHAMSON
DANNY LEE HANSON
DAVID LAWSON HARRIS
BRADY MICHAEL LENIUS
DAVID ALAN LENIUS
Kurtis Zuiker
Mason Chipman
BENJAMIN LOUIS RABENN
WILLIAM JAMES KLETZIEN
WILLIAM MARTIN KLETZIEN
ROSS ANTHONY SCHMELZER
RICHARD JOHN PRICE
Michael Shawn Stephani
BRIAN HARTL
Spencer Douglas Feivor
Tara Leah Pierre
CHRIS CRAIN
PETER KOBIN
CARRIE LYNN SCHILZ
JEFFREY ALLAN OCKWOOD
JORDAN C BECK
ALAN MARK DEWITT
LEIGH M HOWELL
Nicole Leigh Ehlert
Ian Charles Wetzel
Vincent Charles Baron
Kathleen Ann LeMay
Hunter Lee Mans
ROBERT JOSEPH KUNTZE
Ethan J Linstad
Jody M VanLaanen

Within 25 miles of Egg Harbor, WI, Best Investors lists 18 registered investment advisory firms with 33 offices nearby, managing about $4.98T in combined regulatory AUM across 582,419 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 Egg Harbor

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM