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Best financial advisors in Frederic, WI

Registered advisers within 25 miles of Frederic, WI.

Offices
14
Firms
9
Combined AUM
$2.81T
Firm-wide filings, not assets booked only here
Clients
405K
405,103 clients when Item 5C has a number
Avg / client
$6.93M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HARVEST HORIZON WEALTH STRATEGIES

Investors

Mark Joseph Bauer
Dan Virgil Edaburn
Theresa Georgeann Tihanyi
Kirsten A Koenig
BRYAN HARLEY MOORE
Devin Ann Danielson
Trevor Tristan Brewer
Olivia L Tucker
Samuel Joshua Prusinski
Joshua Michael Prusinski
Silas Joshua Prusinski
DANIEL GOLDSMITH
Matthew James Gores
BRANDON LEE GRABER
Joseph Thomas Casey
Rebecca Ann Berg
Margaret Koenig
JON PAUL JACOBSON
Scott James Roppe
Jose Alvarez

Within 25 miles of Frederic, WI, Best Investors lists 9 registered investment advisory firms with 14 offices nearby, managing about $2.81T in combined regulatory AUM across 405,103 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 Frederic

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM