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Best financial advisors in Fall River, WI

Registered advisers within 25 miles of Fall River, WI.

Offices
107
Firms
29
Combined AUM
$4.99T
Firm-wide filings, not assets booked only here
Clients
988K
988,374 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
A. GILE & CO.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Matthew Fitzgerald Faust
TREVOR DUNCAN AGNEW
Andrew Ogden Gile
Aaron Bischoff
Dustin Darold Meisel
Mary Jo Homan
Andrew Douglas Mehan
Kevin J. Smith
David Brian Geschke
Rebecca Davison
Amber Michelle Vanderwal
JAMIE LEE HENNING
BRIAN PATRICK HANNAN
PATRICK ROYAL CLARK
CALVIN LEE HEMLING
JOHN WILLIAM GREY
Spencer Oemig
Matthew Thomas Heiar
DEBRA A SMITH
Kevin J Carnine
Katie L Kohn
Matthew Edward Emmer
Monica McGauley
ROLAND WALTER MOLL
Stephen Elmer Vessey
Christopher W Kuenzi
Mark Matthew Killingsworth
Adelio Ikonomi
DUANE EDWARD OHLAND
MICHAEL J KAPETS
Thomas Walter Romaniak
Nicholas Ryan Burge

Within 25 miles of Fall River, WI, Best Investors lists 29 registered investment advisory firms with 107 offices nearby, managing about $4.99T in combined regulatory AUM across 988,374 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 Fall River

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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