Best financial advisors in Elk Mound, WI

Registered advisers within 25 miles of Elk Mound, WI.

Offices

102

Firms

38

Combined AUM

$8.12T

Firm-wide filings, not assets booked only here

Clients

1.01M

1,008,348 clients when Item 5C has a number

Avg / client

$8.05M

Combined AUM ÷ clients

Nearby offices

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

2523 W. FOLSOM STREET SUITE A1
EAU CLAIRE, WI 54703

EDWARD JONES

2408 Vine Street
EAU CLAIRE, WI 54703

GATEWAY WEALTH PARTNERS, LLC

4319 Jeffers Road Suite 202
Eau Claire, WI 54703

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

1231 MENOMONIE ST SUITE E
Eau CLAIRE, WI 54703-6636

LPL FINANCIAL LLC

2919 SCHNEIDER AVE SE
MENOMONIE, WI 54751

EDWARD JONES

394 Red Cedar Street Ste 1
MENOMONIE, WI 54751

RJ HILL'S FINANCIAL SERVICES, LLC

10 PLATT STREET
EAU CLAIRE, WI 54703

OSAIC WEALTH, INC.

393 RED CEDAR ST SUITE 4
MENOMONIE, WI 54751

NICOLET WEALTH MANAGEMENT

1010 W. Clairemont Ave.
Eau Claire, WI 54701

OSAIC WEALTH, INC.

2302 Hendrickson Drive
Eau Claire, WI 54701

10.2 miles away

EDWARD JONES

923 W CLAIREMONT AVE
EAU CLAIRE, WI 54701-6103

10.3 miles away

CETERA INVESTMENT ADVISERS LLC

13 S. BARSTOW ST.
EAU CLAIRE, WI 54701

10.3 miles away

EDWARD JONES

101 N FARWELL STREET SUITE 201
EAU CLAIRE, WI 54703

10.4 miles away

U.S. BANCORP ADVISORS, LLC

131 S Barstow St
Eau Claire, WI 54701

10.4 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

1509 Stout Rd
Menomonie, WI 54751

10.4 miles away

CAPITAL COORDINATORS COMPANY

307 S. FARWELL STREET
EAU CLAIRE, WI 54701

10.5 miles away

LPL FINANCIAL LLC

601 SOUTH FARWELL ST SUITE A
EAU CLAIRE, WI 54701

10.6 miles away

LPL FINANCIAL LLC

500 MAIN ST
MENOMONIE, WI 54751

PACKERLAND BROKERAGE SERVICES, INC.

320 23RD AVE E
MENOMONIE, WI 54751

11.1 miles away

EDWARD JONES

419 E CLAIREMONT AVE.
EAU CLAIRE, WI 54701

11.2 miles away

Firms

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

GATEWAY WEALTH PARTNERS, LLC

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

LPL FINANCIAL LLC

RJ HILL'S FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

NICOLET WEALTH MANAGEMENT

CETERA INVESTMENT ADVISERS LLC

U.S. BANCORP ADVISORS, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

CAPITAL COORDINATORS COMPANY

PACKERLAND BROKERAGE SERVICES, INC.

Investors

KARLYN RENEE ETHERIDGE

ANGELA MARIE BAGGETT

Daniel Joseph Schwaegel

Jason J Zwiefelhofer

MICHAEL JAMES HALL

THOMAS WILLIAM LIND

AMANDA ANN GIESEN

JOHN ROBERT HEIKE

KYLE HENRY THORPE

COLTIN DAVID BREHM

Brennan J Anderson

SAMUEL MARTIN FERCH

Michael Charles Braatz

Joel Glenn Helminiak

Jeremy Joseph Untz

Lucas Jay Wachewicz

MARLEEN KAY THUDIUM

JONATHAN MICHAEL KROENING

JACOB THOMAS CIMINO

IZABEL MARIE NORMAND

MITCHELL TODD SINZ

Timothy Edward Owen

JAMES LEE MASSEY

Kristen Kloepping

William Rudolph Hilgedick

Sean Matthew Steward

Mark Joseph Bauer

GEORGE MITCHELL PIPER

NOAH JAMES MAZUR

ABBY LEIGH WEBER

Mason Spencer Hoepner

LUISA FERNANDA LEWIS

PAUL STEVEN FUHRMAN

JACOB NICHOLAS FUHRMAN

Andrew Michael Cooper

Within 25 miles of Elk Mound, WI, Best Investors lists 38 registered investment advisory firms with 102 offices nearby, managing about $8.12T in combined regulatory AUM across 1,008,348 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 Elk Mound

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM