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Best financial advisors in Forestville, WI

Registered advisers within 25 miles of Forestville, WI.

Offices
26
Firms
18
Combined AUM
$4.62T
Firm-wide filings, not assets booked only here
Clients
618K
617,626 clients when Item 5C has a number
Avg / client
$7.48M
Combined AUM ÷ clients

Nearby offices

Firms

CORNERSTONE FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
ROBERT W. BAIRD & CO. INCORPORATED
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RBC CAPITAL MARKETS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
MIDWESTERN SECURITIES TRADING COMPANY, LLC
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

GUY MCCAULEY
CHRIS CRAIN
PETER KOBIN
CARRIE LYNN SCHILZ
Spencer Douglas Feivor
Tara Leah Pierre
BRIAN HARTL
Michael Shawn Stephani
RICHARD JOHN PRICE
WILLIAM JAMES KLETZIEN
WILLIAM MARTIN KLETZIEN
ROSS ANTHONY SCHMELZER
Kurtis Zuiker
Mason Chipman
BENJAMIN LOUIS RABENN
BRADY MICHAEL LENIUS
DAVID ALAN LENIUS
NANCY ANN LAKE
RANDALL ROBERT RUBENS
ALISON ANN WALKER
STEVEN ERIC ABRAHAMSON
DANNY LEE HANSON
DAVID LAWSON HARRIS
Bennett Reitzel Fletcher
KACY LYN ALLEN
GAIL M THIRY
Erin Lea Hackbart
DANA BRANDL TUPPER
MARGUERITE R MASTALIR
Jesse L Graff
ANDREA LEA MADSON PFEFFERMAN
Christian Madson Neuville
MICHAEL PATRICK MADSON
Josie Streicher
Matthew Jay Heling
STEVEN G WESTENBERG
SUANNE MARIE CAIN
ZACHARY STEVEN WESTENBERG

Within 25 miles of Forestville, WI, Best Investors lists 18 registered investment advisory firms with 26 offices nearby, managing about $4.62T in combined regulatory AUM across 617,626 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 Forestville

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM