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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

EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL FINANCIAL LLC
COORDINATED CAPITAL SECURITIES, INC.
RICHARDSON CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
APOLLON WEALTH MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.
J.P. MORGAN SECURITIES LLC

Investors

Mark David Berghuis
THOMAS EDWARD TEISTER
NEAL ALLEN IGNATOWSKI
TIMOTHY JOHN SCANLAN
GREGORY EDWARD ALFT
ERIC ANTHONY WHITE
RYAN J FURRER
JOHN CASPER FURRER
BENJAMIN JAMES MAAS
BRADLY EDWARD POTTER
MARK ROBERT SALERNO
EDWARD MICHAEL BURNETT
WILLIAM PHILLIP WADDLE
GREGORY BRUCE SCHAEFFER
Bradley R Richter
Scott P Richardson
Jennifer L Kohls
Nathan Daniel Corroy
BRYAN RICHARD BECKER
Mark D Steele
DANIEL PATRICK BROWN
MICHAEL RICHARDSON
Jeremy James Bisick
Timothy Werwie
Brian Bartz
BARBARA THERESA DOTY
Tyler Kratochvil
JOSEPH ANTHONY SIMONS
MICHAEL SENGLAUB
JAMES MARK SENGLAUB
Christine Marie Senglaub
Brett Nowatske
James McCourt
CRAIG DONALD RUSCH
JEFFREY WILLIAM SENGLAUB
Patrick Alan Schultz
STEVEN GREGORY KRAMER
MARK CHRISTOPHER PHILLIPS
Michael Olson
CRAIG A NICHOLS
Ryan J Gill
DON JEROME DAHLMAN
Pauline Kageni
Dustin Mathew Koehler
Jordan Joseph Bonnett

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