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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

U.S. BANCORP ADVISORS, LLC
INTEGRITY ALLIANCE, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST HEARTLAND CONSULTANTS, INC.
MML INVESTORS SERVICES, LLC
KULT WEALTH MANAGEMENT GROUP, LLC
STERLING CAPITAL MANAGEMENT INC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PACKERLAND BROKERAGE SERVICES, INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
ASSOCIATED INVESTMENT SERVICES, INC.
AFFILIATED FINANCIAL ADVISORS INC
J. W. COLE ADVISORS, INC.
ALLISON & COMPANY FINANCIAL COUNSELORS, LLC

Investors

Craig Robert Zimmerman
JOSEPH GERARD POMETTO
WILLIAM PATRICK KINSELLA
DAVID JOHN SCHOENFELDT
NATHANIEL BENNETT LADSTEN
THOMAS EDGAR MAYER
PETER MARTIN KULT
Elliott Gengembre
Michele R Olshanski
Troy Edward Deibert
Eyad S. Ayesh
Jeremy R Frantz
STANLEY L ZURAWSKI
STANLEY LEONARD ZURAWSKI
GARY FRANK MUTZ
MICHAEL ROBERT MCKILLIP
MARK ELDON PITTLEMAN
Edward A. Scherr
ROBERT KENNETH LEIBHAM
Samantha Nelson
TANNER SAMUEL RUSSO
DENNIS FRANKLIN WEBB
BENJAMIN CALVIN VERHULST
DAWN MARIE MAY
GEORGE MATTHEW SCHMIDLEY
Christopher Andrew Luebke
REBEKAH LOVGREN ALLISON

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