Best financial advisors in Elkhorn, WI

Registered advisers within 25 miles of Elkhorn, WI.

Offices

157

Firms

55

Combined AUM

$9.66T

Firm-wide filings, not assets booked only here

Clients

1.58M

1,577,060 clients when Item 5C has a number

Avg / client

$6.13M

Combined AUM ÷ clients

Nearby offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

1534 FAIRWAY LANE
ELKHORN, WI 53121

LPL FINANCIAL LLC

850 N. WISCONSIN ST
ELKHORN, WI 53121

J.P. MORGAN SECURITIES LLC

38 N. WASHINGTON ST.
ELKHORN, WI 53121

EQUITABLE ADVISORS, LLC

15 SOUTH LINCOLN STREET SUITE 3
ELKHORN, WI 53121

STATE FARM INVESTMENT MANAGEMENT CORP.

5 RIDGEWAY CT Suite A
Elkhorn, WI 53121

HARBOUR INVESTMENTS, INC.

501 NATHAN LANE #4
ELKHORN, WI 53121

EDWARD JONES

210 O'CONNOR DR SUITE 103
ELKHORN, WI 53121

STATE FARM INVESTMENT MANAGEMENT CORP.

1034 Ann Street STE D
Delavan, WI 53115

EDWARD JONES

1034 C ANN STREET
DELAVAN, WI 53115

COAST ADVISORY LLC

2100 CHURCH ST., SUITE 200
EAST TROY, WI 53120

EDWARD JONES

2098 CHURCH STREET
EAST TROY, WI 53120

GATEWAY WEALTH PARTNERS, LLC

517 East Walworth Avenue
Delavan, WI 53115

FORM WEALTH ADVISORS, LLC

431 GENEVA NATIONAL AVE S
LAKE GENEVA, WI 53147-4881

LPL FINANCIAL LLC

2541A E. MAIN ST. EAST
TROY, WI 53120

EDWARD JONES

114 E GENEVA SQUARE
LAKE GENEVA, WI 53147

J.P. MORGAN SECURITIES LLC

426 CENTER STREET
LAKE GENEVA, WI 53147

U.S. BANCORP ADVISORS, LLC

303 Center St
Lake Geneva, WI 53147

10.1 miles away

HARBOUR INVESTMENTS, INC.

262 Center Street
Lake Geneva, WI 53147

10.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

732 WEST MAIN STREET
LAKE GENEVA, WI 53147

10.2 miles away

KRAMER INVESTMENT SERVICES, LLC

612 S. WELLS STREET, UNIT G
LAKE GENEVA, WI 53147

10.8 miles away

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

EQUITABLE ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

HARBOUR INVESTMENTS, INC.

COAST ADVISORY LLC

GATEWAY WEALTH PARTNERS, LLC

FORM WEALTH ADVISORS, LLC

U.S. BANCORP ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

KRAMER INVESTMENT SERVICES, LLC

Investors

DAVID JOHN HENNINGFIELD

Lisvet Yasly Villanueva Rosas

J. JAVAN WEHMEIER

TONIA FAITH Andre

JAMES WESLEY PFEIL

Benjamin Robers

Stacy L. Whiteman

JEFFREY MARK HENSLEY

Debra Jean Cross

THOMAS LEROY DEPPE

James Michael Jakscht

IRENE MARIE VILONALABONNE

LUCAS DAVID KUCHENBERG

Brayden Chad Zettle

Tyler William Rima

Jackson Charles Burk

Adam Michael Kierzek

Bradley R Richter

Sheila Marie Broderick

Charles Edwin Trybula

Richard Michael Faber

Jordan Bradford

BRIAN BARTHOLOMEW FANNING

JAMES PAUL KRAMER

Within 25 miles of Elkhorn, WI, Best Investors lists 55 registered investment advisory firms with 157 offices nearby, managing about $9.66T in combined regulatory AUM across 1,577,060 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 Elkhorn

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM