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Best financial advisors in Erin Prairie, WI

Registered advisers within 25 miles of Erin Prairie, WI.

Offices
104
Firms
37
Combined AUM
$8.89T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,465,103 clients when Item 5C has a number
Avg / client
$6.07M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PORTFOLIO DESIGN SERVICES, LLC

Investors

CHRISTOPHER AARON WICKER
Brian Lawrence Bedford
Jennifer Most
CHAD EDWARD SHAFER
MARSHA GRACE SHAFER
Katie Swenby
JOAN IRENE BARTZ
DAREN JAMES POWERS
MacKenzie Stephen Zajec
JAMES EDWARD WOLF
KAREN LYNN STAI KOENIGS
JESSE ALAN KVITEK
ADAM JOHN SWANDA
STAN DANIEL FALKENHAGEN
Shannon Lea McDaniel Mehls
JANELLE LARIE LIND
ALEXANDER PAUL BURIAN
Kendra Elizabeth Sievers
WAYNE STEVEN WULF
James M Williamson
MELANIE NEA WHITCOMB
Brian McQuade
Nicholas Ryan Jackson
Teresa Hernandez
Angela Kay Tille
BRUCE DAVID SWANSON
TONYA ANN SWINNEA
Vincent Wade Seidling

Within 25 miles of Erin Prairie, WI, Best Investors lists 37 registered investment advisory firms with 104 offices nearby, managing about $8.89T in combined regulatory AUM across 1,465,103 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 Erin Prairie

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM