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Best financial advisors in Fox Point, WI

Registered advisers within 25 miles of Fox Point, WI.

Offices
723
Firms
253
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,897 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRITY ALLIANCE, LLC.
COVEREDBRIDGE
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
ALLISON & COMPANY FINANCIAL COUNSELORS, LLC
FIRST HEARTLAND CONSULTANTS, INC.
MML INVESTORS SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MERIT FINANCIAL ADVISORS
CUVM, LLC
BEADELL A D INVESTMENT COUNSEL INC
KORBITZ FINANCIAL PLANNING LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

JOSEPH GERARD POMETTO
MATTHEW Paul FRANEY
NATHANIEL BENNETT LADSTEN
MARK ELDON PITTLEMAN
EMILY NICOLE BERGIN WRIGHT
LANCE RICARDO LESAGE
Michael Olson
CRAIG A NICHOLS
Ryan J Gill
DON JEROME DAHLMAN
Pauline Kageni
REBEKAH LOVGREN ALLISON
Spencer Butterbrodt
DAVID JOHN SCHOENFELDT
THOMAS EDGAR MAYER
ANASTASIA MEDVEDEV
Kaleb Nathaniel Widmier
Angela Maria DiCastri
SOO J SCHREIBER
AMY LYNNE BERNSTROM
Daniel L Siekierski
RONALD SCOTT SCHWERTFEGER
Joseph Sherburne
GREGORY TODD MAHALICK
RICHARD E NELSON
WILLIAM PATRICK KINSELLA
ANTHONY DIRK BEADELL
JON SUMNER BEADELL
ERIC SMITH KORBITZ
CHARLOTTE JAMES GHAZARIAN
Connie White

Within 25 miles of Fox Point, WI, Best Investors lists 253 registered investment advisory firms with 723 offices nearby, managing about $14.8T in combined regulatory AUM across 2,777,897 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 Point

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM