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Best financial advisors in Friendship, WI

Registered advisers within 25 miles of Friendship, WI.

Offices
6
Firms
5
Combined AUM
$2.08T
Firm-wide filings, not assets booked only here
Clients
343K
342,901 clients when Item 5C has a number
Avg / client
$6.06M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES

Investors

Tarren Hall
Koral Livernash
ANDREW CHRISTOPHER TENGBLAD
Michael Myers
KENNETH ERNEST SCHMOCKER
JASON MICHAEL STAUFFACHER
Jose N Rosa Orellana
MARK ALAN SWARTZENDRUBER

Within 25 miles of Friendship, WI, Best Investors lists 5 registered investment advisory firms with 6 offices nearby, managing about $2.08T in combined regulatory AUM across 342,901 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 Friendship

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM