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Best financial advisors in Fond Du Lac, WI

Registered advisers within 25 miles of Fond Du Lac, WI.

Offices
115
Firms
34
Combined AUM
$5.28T
Firm-wide filings, not assets booked only here
Clients
992K
991,518 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
U.S. BANCORP ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Hannah Bess Muraski
Margaret Millin Moses
Matthew Moses
Benjamin Charles Baertschy
Jennifer Anne Riedeman
Christopher Vitton
TODD WILLIAM LOWE
Douglas Alexander Eyssautier
CARL HUGH RICKMEIER
CARL JOHN HELLEBERG
JOHN ARMAND WELSCH
KRISTAN LEE JANSSEN
MICHAEL ALPHONSE KORB
Connor Frederick Heck
Jacob Thomas Norlander
Kristen Anne Crass
Gerald Jake Resop
WILLIAM RICHARD MAHLIK
Robert Lee Cox
Robert Bruce
BRADLEY MICHAEL MARX
Matthew Paul Hellmer
Jeffrey L Wills
JESSICA ANN GEISZLER
PAMELA M GRUBER
ANNA MARIE KOTTKE
Patricia Joanne Heider
BRIAN JONES
SHAWN LONGLEY
LYNN HAEFS
JAMES TAYLOR
LARRY EDWARD POCH
JAMIE ALLEN HEISE
Logan Demaa

Within 25 miles of Fond Du Lac, WI, Best Investors lists 34 registered investment advisory firms with 115 offices nearby, managing about $5.28T in combined regulatory AUM across 991,518 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 Fond Du Lac

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 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