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Best financial advisors in Franklin, WI

Registered advisers within 25 miles of Franklin, WI.

Offices
774
Firms
257
Combined AUM
$17.8T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,795,432 clients when Item 5C has a number
Avg / client
$6.35M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

ANDREW RUTHENBERG LAFONTAIN
TIMOTHY V WACHTER
Joshua Christensen
John Wasikowski
Jacob Robert Michalski
ReAnn Lynn Holmes
Sarah Louise Bucek
James Timothy Bild
Michael William Bafus
Jeane Mardi Schell
Abigail Louann Lindsay
KYLE JAMES ROSSI
JOSHUA PETER RINGELBERG
Nicholas Dean Johnson
Joseph Anthony Schilz
JEFFERY DALE LISTER
Mathew Wade Kuhnau
RICHARD B HOPF
JACOB SIMON BILL
ROBERT JASON SPECTOR
KEVIN THOMAS HOEFT
Elizabeth Mary Karshna
ANDREW P LESAR
GREGORY EMIL BRITSCH
DENNIS JOHN MCCORMICK
Grant Mitchell Peyron

Within 25 miles of Franklin, WI, Best Investors lists 257 registered investment advisory firms with 774 offices nearby, managing about $17.8T in combined regulatory AUM across 2,795,432 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 Franklin

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM