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Best financial advisors in Fountain City, WI

Registered advisers within 25 miles of Fountain City, WI.

Offices
33
Firms
12
Combined AUM
$2.63T
Firm-wide filings, not assets booked only here
Clients
336K
335,725 clients when Item 5C has a number
Avg / client
$7.84M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
PACKERLAND BROKERAGE SERVICES, INC.
FOCUS FINANCIAL
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Aaron Michael Thurow
Kimberly A Clausen
DANNY D ALBERTSON
MARK CARL SWENSON
John Michael Hardy
Gregg Brandt
Lynette Marla Stevens
Brandi Jean Moore
Kimberly Kay Renk
Aleah Rachel Harvey
Alexis Rae Partington
MELISSA JAYNE MANSFIELD
ROBERT MATTHEW QUINLAN
Mark Travis Swenson
Jordan Paul Zimmerman
MATTHEW Jacob SCHROEDER
PHILLIP LOUIS ANDERSON
Dylan James Lisitza
ANDREW JOSEPH KIEFFER
Jacob Michael Reeck
Matthew Michael Reeck
Alana D Wilson
Aaron Patrick Dienger
Christian Dwight Taylor
KYLE PAUL SOBOTTA
Kelsey Colon
Wayne Robert Myhre
ANTHONY MITCHELL VOTE
Theresa Ann McNally
Nash Kramer
Kevin Mahoney
RYAN R MEYER
DAVID JOEL ERICKSON
MICHAEL JOHN SLAGGIE
MATTHEW STEPHEN SLAGGIE
KURT MICHAEL PFAFF
MEGAN BEAR
Megan Coots

Within 25 miles of Fountain City, WI, Best Investors lists 12 registered investment advisory firms with 33 offices nearby, managing about $2.63T in combined regulatory AUM across 335,725 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 Fountain City

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM