Best financial advisors in El Paso, WI

Registered advisers within 25 miles of El Paso, WI.

Offices

97

Firms

28

Combined AUM

$4.39T

Firm-wide filings, not assets booked only here

Clients

633K

632,803 clients when Item 5C has a number

Avg / client

$6.94M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

338 W MAIN ST STE 108
ELLSWORTH, WI 54011-5087

EDWARD JONES

209 S Second Street
River Falls, WI 54022

PORTFOLIO DESIGN SERVICES, LLC

122 N. 2ND STREET
RIVER FALLS, WI 54022

EDWARD JONES

117 E MAPLE ST
River Falls, WI 54022

CX INSTITUTIONAL, LLC

111 W Walnut St
River Falls, WI 54022

AMERIPRISE FINANCIAL SERVICES, LLC

710 N Main St Ste 103
River Falls, WI 54022

EDWARD JONES

714 N Main Street Unit A
River Falls, WI 54022

LPL FINANCIAL LLC

1207 NORTH MAIN STREET
RIVER FALLS, WI 54022

10.2 miles away

EDWARD JONES

258 1/2 RIVERSIDE DRIVE
RIVER FALLS, WI 54022

10.4 miles away

CETERA INVESTMENT ADVISERS LLC

550 TENTH AVE SUITE 101
BALDWIN, WI 54002

11.1 miles away

CETERA INVESTMENT ADVISERS LLC

550 10TH AVENUE SUITE 101
BALDWIN, WI 54002

11.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

323 County Road A
Black River Falls, WI 54615-9202

11.8 miles away

EDWARD JONES

1570 10th AVE
BALDWIN, WI 54002

11.9 miles away

LPL FINANCIAL LLC

705 MAIN ST
BALDWIN, WI 54002

12.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

217 PLUM ST STE 280
RED WING, MN 55066

16.3 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

217 PLUM ST STE 110
RED WING, MN 55066

16.3 miles away

EXCEL FINANCIAL, LLC

321 MAIN STREET
RED WING, MN 55066

16.3 miles away

WELLS FARGO CLEARING SERVICES, LLC

401 PLUM ST
RED WING, MN 55066

16.4 miles away

EDWARD JONES

211 BUSH STREET
RED WING, MN 55066

16.4 miles away

AEGIS INVESTMENT MANAGEMENT, LLC

406 MAIN STREET STE B
RED WING, MN 55066

16.4 miles away

Firms

PORTFOLIO DESIGN SERVICES, LLC

CX INSTITUTIONAL, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

THRIVENT INVESTMENT MANAGEMENT INC.

EXCEL FINANCIAL, LLC

WELLS FARGO CLEARING SERVICES, LLC

AEGIS INVESTMENT MANAGEMENT, LLC

Investors

Vincent Wade Seidling

Angela Kay Tille

BRUCE DAVID SWANSON

TONYA ANN SWINNEA

Nicholas Ryan Jackson

Teresa Hernandez

MICHAEL JOSEPH PEPIN

WAYNE STEVEN WULF

Kendra Elizabeth Sievers

ALEXANDER PAUL BURIAN

James M Williamson

MELANIE NEA WHITCOMB

CHAD EDWARD SHAFER

MARSHA GRACE SHAFER

KAREN LYNN STAI KOENIGS

Brian Lawrence Bedford

CHRISTOPHER AARON WICKER

JASON RICHARD YOCKEY

Tracy Marie Sears

GREGORY CONRAD ROE

JAMES SCOTT LOQUAI

JAMES CRANDELL LONG

JOHN PATRICK MORAN

JOHN RAYMOND LOQUAI

BRENT LESLIE URBACH

Collin Lars Baska

Michael Wayne Spangler

IAN VAUGHN SCHEERER

DANA LEE BORGSCHATZ

NATHAN JOHN OSTERTAG

Within 25 miles of El Paso, WI, Best Investors lists 28 registered investment advisory firms with 97 offices nearby, managing about $4.39T in combined regulatory AUM across 632,803 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 El Paso

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