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Best financial advisors in Fredonia, WI

Registered advisers within 25 miles of Fredonia, WI.

Offices
216
Firms
87
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,674,316 clients when Item 5C has a number
Avg / client
$4.40M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
PLUS GROUP WEALTH ADVISORS, LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CWP PRIVATE WEALTH MANAGEMENT
CAPITAL WEALTH ADVISORS, LTD.
LARSON WEALTH MANAGEMENT, LLC
HBW RIA SERVICES, LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CLIENT FIRST INVESTMENT MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
KDHH INVESTMENTS LLC

Investors

RANDY LEE ROESLER
THERESE MARIA MOORE
Thomas Joseph Volkmann
BRENT ROBERT NEIS
Matthew Dirkse
JAY MICHAEL LAUER
Travis James Murphy
Jerred Grell
ANDREW BENJAMIN MORTENSON
Peter Go
Nolan Walker
PETER JOSEPH KAPLER
RAMIRO PAZ
Eileen Marie Voigt
NATHAN WESTPHAL
JUSTIN EIGNER
DENNIS OPIE
EVAN A MEYER
PEYTON B JANTO
KIMBERLY STREFF
BOYD JANTO
BRETT VUYK
THOMAS BONGARD
JOSEPH MOORE
CHRISTINA BLANC
COLIN VUYK
JAKE ANTHONY PUNZENBERGER
LISA ANN HAMMER
PETER LEGRAVE
KAYLA KRIESER
WILLIAM STEPHEN TAYLOR
TIMOTHY KOEPKE
DAVID LEO ROSENOW
DAVID SCOTT LAKE
RONALD JAMES LARSON
James D Asplin
KATEY ROSKOPF
RICHARD JOHN PESICH
DAVID JOHN VOLLMAR
JACOB WILLIAM BAIN
Wyatt Gudex
MARK CHARLES HAMM
PETER SHANOVICH
CHRISTOPHER GREGG MATHESON
MATTHEW JOHN ANDREWS
Denali Joshua Fellenz
ALAN LEROY OLSEN
James Erich Matheson
BOBBY JOE ROYES
Jessica VanOurkerk
JUSTIN WAYNE KRUEGER
Cade Patrick Miskimen
David Frederic Zarling
Paul Zarling
Kevin Firari
Bradley Calvin Draeger
Logan M Draeger
MATTHEW JOHN ZULEGER
JOHN MICHAEL AUGUSTINE
COREY WILLIAM VANDE VOORT
JONATHAN WALTHER
JONATHAN DEPREY
Phillip Livio Faso
WILLIAM SOLTIS
FRANCIS JOEL HOEFFLER
BRYAN LOUIS BECHT
KIM MARIE CLARK
KYLE VAN HECKE
MELISSA MORGAN HOPPER
HUNTER T GROSS
ANTHONY JOHN JASEN
TROY BRIAN HANSON

Within 25 miles of Fredonia, WI, Best Investors lists 87 registered investment advisory firms with 216 offices nearby, managing about $11.8T in combined regulatory AUM across 2,674,316 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 Fredonia

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM