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Best financial advisors in Glenbeulah, WI

Registered advisers within 25 miles of Glenbeulah, WI.

Offices
112
Firms
39
Combined AUM
$8.10T
Firm-wide filings, not assets booked only here
Clients
1.49M
1,492,265 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

SMITH SECURITIES LLC
VERITAS FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
IHT WEALTH MANAGEMENT LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
SUCCESS WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
MERIT FINANCIAL ADVISORS
COMMONWEALTH FINANCIAL NETWORK

Investors

JEREMY NORMAN BURRI
MARGARET A WITTKOPP
Asneth Omare
JEAN ANN BLANKE
ADAM CHRISTOPHER MASON
Eric Michael Desjarlais
TIMOTHY LYNN SAEGER
TRAVIS RICK STREBLOW
Paul Leal
Annie Leal
ERIC ELMER GURHOLT
Sherri Lynn Halverson
RONALD STEVEN SITZMAN
Rebecca Stella Elizabeth Winkel
BRIAN PAUL RUH
KRISTA NICOLE HALBACH
BRADLEY LLOYD RUH
Samantha Jo Bratz
Phillip A Kubichka
KAREN LYNNE WEBER
LOGAN TAYLOR NIENHAUS
JUSTIN DAVID WEBER
JULIE J WOELFEL
DANIEL JAMES WEBER
Jennafer Lynn Wood
Christal Mulder
WAYNE ROBERT FREUND
Mitchell Kent Parker
CASEY BURNS MAHONEY
Brian Andrew
JASON KENNETH MARTONE
ANTHONY JOHN HELLENBRAND
CHRISTIAN A KALNINS
Alexander J Paltzer
TIMOTHY MAXWELL BRENNAN
LISA KAE ADAMS

Within 25 miles of Glenbeulah, WI, Best Investors lists 39 registered investment advisory firms with 112 offices nearby, managing about $8.10T in combined regulatory AUM across 1,492,265 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 Glenbeulah

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM