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Best financial advisors in Fort Atkinson, WI

Registered advisers within 25 miles of Fort Atkinson, WI.

Offices
147
Firms
47
Combined AUM
$6.12T
Firm-wide filings, not assets booked only here
Clients
1.17M
1,174,208 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
COORDINATED CAPITAL SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
CWM, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Bruce Curtis Waller
Michael J Ehlers
Logan C Ruesch
Meredith Grace Pennewell
TIMOTHY JOHN BROCKMANN
JAMES ALLAN
KEVIN GIAMMALVA
Julie Lynn Nachtigal
SARA DANIELLE WILLIAMS
DREW JACOB WILLIAMS
RALPH EDWARD LASSA
TODD ALAN WOLFF
TAYLOR ROBERT SMITHYMAN
THOMAS JAMES NOEL
DEBRA ELLEN RANGUETTE
VALERIE MARGARET JONES
Nicholas Richard Simonson
Christopher L Nevermann
ERIC STANLEY FELTH
GARY STEVEN THOMPSON
Gregory Carl Hatzinger
Heather Marie Stelzer
Kent Jameson Hutchins
Brittany Mikayla Kim Skelton
SUSAN RENEE FOLEY
Garrett Martin Larson
AURELIO TIANGCO CALLOPE
JAROD AUSTIN SCHUT
David Richard Blend
Ryan William Quamme
Joshua Henry Peterson
Alister B Huss
DAVID STUART
JEFFREY SCOTT STEIN
Christopher John Smith
Staci Minerath
JASON ROBERT ARNDT
LISA JEAN MCCUE
Derek M Henze

Within 25 miles of Fort Atkinson, WI, Best Investors lists 47 registered investment advisory firms with 147 offices nearby, managing about $6.12T in combined regulatory AUM across 1,174,208 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 Fort Atkinson

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM