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Best financial advisors in Germantown, WI

Registered advisers within 25 miles of Germantown, WI.

Offices
762
Firms
262
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,778,950 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
BELPOINTE ASSET MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
GATEWAY WEALTH PARTNERS, LLC
LPL FINANCIAL LLC
DIRECTION FINANCIAL MANAGEMENT, LLC
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
HARBOUR INVESTMENTS, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC

Investors

Adam Christopher Chamorro
Cody Ganchar
DANIEL KENNETH SMITH
Anthony J Vetter
JACOB GREGORY SENSIBA
Lisa Ann Becker
Martina Stenfors
BENJAMIN FROYEN HADDORFF
Ashley M Amstadt
Carissa Lynn Donath
ERIC JAMES DEMMON
JUSTIN SCOTT DUMKE
Jacob Andrew Pfeifer
GREG ROBERT JANSSEN
MATTHEW ALLEN STERNKOPF
DIANE LYNN ESSER
Philip Lee Sherman-Bender
MICHAEL ANTHONY PARKER
KIMM MARIE SCHMITZ
Megan Elizabeth Heinsma
Nolan Rux
BRYAN MATTHEW JANSEN
Anne Kovales
Alexis Taylor Higgins
Stephen Lowell Williams
Adam Rahl
ERICH STABELFELDT
Suzanne Marie Carney
Scott Freeze
CHAD ANTHONY FALKENSTEIN
EARL ERIK GAUGER
STUART LEE FRIBERG
EMERSON PAUL DESJARDINS
NATHAN R TYLEY
Caleb Radomski
MICAH ROBERT PAUL HOEHNER
Kevin David Reitz
PETER FRANCIS HEIMERMAN
Nicholas Allen Wendt
Sarah Nicole Kozlowski

Within 25 miles of Germantown, WI, Best Investors lists 262 registered investment advisory firms with 762 offices nearby, managing about $14.7T in combined regulatory AUM across 2,778,950 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 Germantown

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM