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Best financial advisors in Ettrick, WI

Registered advisers within 25 miles of Ettrick, WI.

Offices
84
Firms
34
Combined AUM
$5.13T
Firm-wide filings, not assets booked only here
Clients
777K
776,979 clients when Item 5C has a number
Avg / client
$6.60M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT VALLEY ADVISOR GROUP, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL ENTERPRISE, LLC
PACKERLAND BROKERAGE SERVICES, INC.
PRINCIPAL SECURITIES, INC.
VALMARK ADVISERS, INC.

Investors

KURT MICHAEL PFAFF
MEGAN BEAR
Megan Coots
ERIC WILLIAM MOEN
Miranda Kay Dearborn
Kristin Breann Beseler
Jacob Stephen Follansbee
APRIL LYNN BREHEIM
SHERI LYNN SORENSEN
BRYAN DANIEL HELGESON
BRYAN KEITH STAFF
JARED MICHAEL INGENTHRON
CORY FRANCIS CAMPBELL
Christian Dwight Taylor
KYLE PAUL SOBOTTA
Paul T Gunderson
EDWARD ALLEN DAVIG
TODD ARTHUR TRAUTMANN
Chase Thomas Gould
Barry Joseph Ploessl
Cody Michael Hougom
JESS JEROME HUMPAL
TYLER J LOEFFELHOLZ
Justin James Wise
Karolyn Wood Winkler
Kristine Kay Birkholz
KRISTY LYN PETERS
JOSHUA THOMAS LIEDER
DANIELLE B AMUNDSON
Todd Jack Olson
Howard Delbert Patchin
PAUL JEFFREY HAYDEN

Within 25 miles of Ettrick, WI, Best Investors lists 34 registered investment advisory firms with 84 offices nearby, managing about $5.13T in combined regulatory AUM across 776,979 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 Ettrick

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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