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Best financial advisors in Elm Grove, WI

Registered advisers within 25 miles of Elm Grove, WI.

Offices
766
Firms
264
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,778,576 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
WINDERMERE WEALTH ADVISORS, LLC
NORTHROCK PARTNERS, LLC
U.S. BANCORP ADVISORS, LLC
LIBERTY FINANCIAL GROUP, INC.
HARBOUR INVESTMENTS, INC.
FAMILY INVESTMENT PLANNING, LLC
BOGENSCHNEIDER, RYAN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INDEPENDENT FINANCIAL GROUP, LLC
REVIEW SERVICES INC

Investors

Donald Patrick Hayden
Andrew James Lemmenes
James George Lemmenes
PAMELA LEE EVASON
KENNETH LYLE EVASON
JESSE ALLEN NIEDERBAUMER
ANDREW ALLEN MEYER
Benjamin Lee Irons
Philip Mark Nybroten
Joshua Ray Woodbury-Phipps
James Steven Dennik
MICHAEL FRANCIS WESOLOWSKI
Jaydon Jedi Wargin
Granthem James Beck
JOHN STEVEN MATTHEWS
STEVEN KURT SCHALIG
DUGAN TIMOTHY HETTICH
KURT BERNHARD MUELLER
Emily Rose Allee
ANTHONY LOUIS SZYMBORSKI
Cameron Joseph Wiczek
SCOTT ARTHUR LAYEUX
ROBERT KENNETH LEIBHAM
Samantha Nelson
CLAYTON JAMES TYREE
JESSICA M HUERTA
WALTER JOHN FAHEY
MICHAEL DAVID LEIST
Jason Ducat
DANIEL GARY KRIVOS
GLENN ROBERT KIRST
ADAM SEBASTIAN KELLER
CARL WILLIAM VEENENDAAL
Benjamin Theodore Johnson
MICHAEL LEE JOHNSON
TIMOTHY CHARLES BARTELT
KENNETH JAMES WOLFE
Matthew Jay Moylan
SHARON GREEN
DEBRA ANN JOHNSON
CARRIE ANN TICALI

Within 25 miles of Elm Grove, WI, Best Investors lists 264 registered investment advisory firms with 766 offices nearby, managing about $15.0T in combined regulatory AUM across 2,778,576 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 Elm Grove

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM