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Best financial advisors in Fox Lake, WI

Registered advisers within 25 miles of Fox Lake, WI.

Offices
49
Firms
16
Combined AUM
$4.41T
Firm-wide filings, not assets booked only here
Clients
559K
559,050 clients when Item 5C has a number
Avg / client
$7.89M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PACKERLAND BROKERAGE SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC

Investors

Austin John Armga
Richard Lee Matravers
Garrett L Moody
Kylar Narance
JONATHON E VENHUIZEN
Kevin J Carnine
Katie L Kohn
Matthew Edward Emmer
Dustin Darold Meisel
Joel Lee Heeringa
DEBRA A SMITH
Matthew Thomas Heiar
Stephen Elmer Vessey
Christopher W Kuenzi
Mark Matthew Killingsworth
Adelio Ikonomi
DUANE EDWARD OHLAND
MICHAEL J KAPETS
ROLAND WALTER MOLL
Monica McGauley
JONATHAN DOUGLAS LEONARD
David Brian Geschke
Rebecca Davison
Amber Michelle Vanderwal
Aaron Bischoff
JAMIE LEE HENNING
JOHN WILLIAM GREY
Spencer Oemig
BRIAN PATRICK HANNAN
PATRICK ROYAL CLARK
CALVIN LEE HEMLING
Mary Jo Homan
Andrew Douglas Mehan
Kevin J. Smith

Within 25 miles of Fox Lake, WI, Best Investors lists 16 registered investment advisory firms with 49 offices nearby, managing about $4.41T in combined regulatory AUM across 559,050 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 Fox Lake

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM