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Best financial advisors in Elkhart Lake, WI

Registered advisers within 25 miles of Elkhart Lake, WI.

Offices
117
Firms
36
Combined AUM
$8.35T
Firm-wide filings, not assets booked only here
Clients
1.49M
1,490,558 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
EDWARD JONES
OSAIC WEALTH, INC.
VERITAS FINANCIAL SERVICES, LLC
SMITH SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
IHT WEALTH MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.
SUCCESS WEALTH MANAGEMENT LLC
MERIT FINANCIAL ADVISORS

Investors

Rebecca Stella Elizabeth Winkel
RONALD STEVEN SITZMAN
BRIAN PAUL RUH
KRISTA NICOLE HALBACH
BRADLEY LLOYD RUH
Samantha Jo Bratz
Phillip A Kubichka
KAREN LYNNE WEBER
LOGAN TAYLOR NIENHAUS
JUSTIN DAVID WEBER
JULIE J WOELFEL
DANIEL JAMES WEBER
MARGARET A WITTKOPP
Asneth Omare
JEREMY NORMAN BURRI
JEAN ANN BLANKE
ADAM CHRISTOPHER MASON
Eric Michael Desjarlais
TIMOTHY LYNN SAEGER
TRAVIS RICK STREBLOW
Paul Leal
Annie Leal
ERIC ELMER GURHOLT
Sherri Lynn Halverson
John Frausto
DAVIS JACKSON SUCKOW
Mitchell Kent Parker
CASEY BURNS MAHONEY
Brian Andrew
JASON KENNETH MARTONE
ANTHONY JOHN HELLENBRAND
CHRISTIAN A KALNINS
Alexander J Paltzer
LARRY LAVERN KETTLE
REID SCHMIDELER

Within 25 miles of Elkhart Lake, WI, Best Investors lists 36 registered investment advisory firms with 117 offices nearby, managing about $8.35T in combined regulatory AUM across 1,490,558 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 Elkhart Lake

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM