Best Investors Account Sign in

Best financial advisors in Eldorado, WI

Registered advisers within 25 miles of Eldorado, WI.

Offices
99
Firms
27
Combined AUM
$5.37T
Firm-wide filings, not assets booked only here
Clients
1.05M
1,049,349 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RBC CAPITAL MARKETS, LLC
U.S. BANCORP ADVISORS, LLC

Investors

NICK SHELBY ZANDERS
MARK DONALD RASNER
Matthew Frank Stroede
JOSEPH WILLIAM STROEDE
Beth Kiernan
WILLIAM JOSEPH STROEDE
Claire Tienor
THEODORE ERIC LAMP
MARK WINFIELD HOTCHKISS
MICHAEL LEROY KREUZIGER
Robert Charles Hess
Ethan Dennis Diederich
ERIC ELMER GURHOLT
KYLE MITCHELL KAHL
BRADLEY SCOTT JOHANNES
Pamela Ann Tollefson
TINA MARIE GRENLIE
CHRISTOPHER MICHAEL NELSON
PETER JOHN QUEHL
LOGAN Robert JOHNSON
Jennifer Ann Foster
Rebecca Lynn Dahlke
Kathleen Ann Tavs
BRADLEY MICHAEL MARX
Robert Lee Cox
Robert Bruce
Gerald Jake Resop
Connor Frederick Heck
Jacob Thomas Norlander
Kristen Anne Crass
CARL HUGH RICKMEIER
CARL JOHN HELLEBERG
JOHN ARMAND WELSCH
KRISTAN LEE JANSSEN
MICHAEL ALPHONSE KORB
Douglas Alexander Eyssautier
Jennifer Anne Riedeman
Benjamin Charles Baertschy
Hannah Bess Muraski
Margaret Millin Moses
Matthew Moses
WILLIAM RICHARD MAHLIK

Within 25 miles of Eldorado, WI, Best Investors lists 27 registered investment advisory firms with 99 offices nearby, managing about $5.37T in combined regulatory AUM across 1,049,349 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 Eldorado

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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