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Best financial advisors in Ellsworth, WI

Registered advisers within 25 miles of Ellsworth, WI.

Offices
99
Firms
30
Combined AUM
$5.76T
Firm-wide filings, not assets booked only here
Clients
650K
650,321 clients when Item 5C has a number
Avg / client
$8.86M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
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

Hillary Stubbe
Vincent Wade Seidling
Angela Kay Tille
BRUCE DAVID SWANSON
TONYA ANN SWINNEA
Brian McQuade
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
Jennifer Most
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
Matthew Theis
NATHAN JOHN OSTERTAG

Within 25 miles of Ellsworth, WI, Best Investors lists 30 registered investment advisory firms with 99 offices nearby, managing about $5.76T in combined regulatory AUM across 650,321 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 Ellsworth

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM