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Best financial advisors in Fish Creek, WI

Registered advisers within 25 miles of Fish Creek, WI.

Offices
28
Firms
16
Combined AUM
$4.98T
Firm-wide filings, not assets booked only here
Clients
582K
582,009 clients when Item 5C has a number
Avg / client
$8.55M
Combined AUM ÷ clients

Nearby offices

Firms

SUGAR MAPLE ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RBC CAPITAL MARKETS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
NICOLET WEALTH MANAGEMENT
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JEREMY PAUL SCHWAB
TERRENCE MICHAEL JACK
AMY ELLEN ZELLNER
JEFFREY ALLAN OCKWOOD
JORDAN C BECK
ALAN MARK DEWITT
LEIGH M HOWELL
Nicole Leigh Ehlert
Ian Charles Wetzel
Vincent Charles Baron
Kathleen Ann LeMay
MICHAEL JAMES FLANNERY
Hunter Lee Mans
Bennett Reitzel Fletcher
Ethan J Linstad
Jody M VanLaanen
NANCY ANN LAKE
RANDALL ROBERT RUBENS
ALISON ANN WALKER
STEVEN ERIC ABRAHAMSON
DANNY LEE HANSON
DAVID LAWSON HARRIS
BRADY MICHAEL LENIUS
DAVID ALAN LENIUS
PAUL MATTHEW AFTANAS
DINA LEE LOOMIS
MITCHELL BANASZAK
ROBERT JOSEPH KUNTZE
Kurtis Zuiker
Mason Chipman
BENJAMIN LOUIS RABENN
WILLIAM JAMES KLETZIEN
WILLIAM MARTIN KLETZIEN
ROSS ANTHONY SCHMELZER
Jason Eric Smerchek
RICHARD JOHN PRICE
Michael Shawn Stephani

Within 25 miles of Fish Creek, WI, Best Investors lists 16 registered investment advisory firms with 28 offices nearby, managing about $4.98T in combined regulatory AUM across 582,009 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 Fish Creek

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM