Best financial advisors in Gotham, WI

Registered advisers within 25 miles of Gotham, WI.

Offices

21

Firms

11

Combined AUM

$2.96T

Firm-wide filings, not assets booked only here

Clients

546K

545,933 clients when Item 5C has a number

Avg / client

$5.42M

Combined AUM ÷ clients

Nearby offices

COMMONWEALTH FINANCIAL NETWORK

2403 U.S. HIGHWAY 14 EAST
RICHLAND CENTER, WI 53581

EDWARD JONES

101 S CHURCH ST
RICHLAND CENTER, WI 53581

EAGLE STRATEGIES LLC

179 E COURT ST
RICHLAND CENTER, WI 53581

LPL FINANCIAL LLC

195 W COURT ST
RICHLAND CENTER, WI 53581-2344

AMERIPRISE FINANCIAL SERVICES, LLC

1313 W Seminary St Ste 100
Richland Center, WI 53581

COMMONWEALTH FINANCIAL NETWORK

45 E. Robb Road Box 420
Richland Center, WI 53581

10.6 miles away

PFS INVESTMENTS INC.

102 SOUTH WASHINGTON ST
SPRING GREEN, WI 53588

11.4 miles away

LPL FINANCIAL LLC

166 SOUTH LEXINGTON STREET
SPRING GREEN, WI 53588

11.5 miles away

LPL FINANCIAL LLC

209 E JEFFERSON ST
SPRING GREEN, WI 53588

11.6 miles away

EDWARD JONES

550 SUNRISE DR SUITE 103
SPRING GREEN, WI 53588-9305

11.7 miles away

LPL FINANCIAL LLC

541 MAIN STREET
HIGHLAND, WI 53543

13.6 miles away

EDWARD JONES

111 COUNTY ROAD YZ
DODGEVILLE, WI 53533

19.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

103 W Leffler ST
Dodgeville, WI 53533

19.2 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

214 E GRACE ST STE C
DODGEVILLE, WI 53533

19.5 miles away

COMMONWEALTH FINANCIAL NETWORK

1113 N. JOHNS
DODGEVILLE, WI 53533

19.6 miles away

HARBOUR INVESTMENTS, INC.

100 E CHAPEL STREET
DODGEVILLE, WI 53533

20.1 miles away

MERIT FINANCIAL ADVISORS

118 North Iowa Street
Dodgeville, WI 53533

20.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

120 South Iowa St.
Dodgeville, WI 53533

20.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

120 South Iowa Street
Dodgeville, WI 53711

20.2 miles away

EDWARD JONES

408 Elm St
Boscobel, WI 53805-1216

22.3 miles away

Firms

COMMONWEALTH FINANCIAL NETWORK

EAGLE STRATEGIES LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

THRIVENT INVESTMENT MANAGEMENT INC.

HARBOUR INVESTMENTS, INC.

MERIT FINANCIAL ADVISORS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

BRANDI ILEEN WALTON

Kathleen Marie Bedward

ERIC RUSSELL MINDHAM

RYAN MICHAEL CALLAN

DARRAH LYNETTE TOMAS

SHELLY MARIE STIBBE

MICHAEL JOE COSGROVE

BRIAN KEITH FRUIT

TERRY SCOTT SEBRANEK

KALEB MARCUS FRAWLEY

JOSEPH STEVEN BROWN

ROBERT MICHAEL RYNES

DAVID JUDD EDWARDS

Justin James Stanek

JEREMY JOHN SIMPLOT

Robert Lee Allbright

Elissa Allbright

Jenny Ann Dochnahl

KATHLEEN ANN BRAMLETT

JONATHAN PAUL LAVENTURE

MICHAEL DOUGLAS PEAT

CHESTER WILLIAM LEE

HAROLD PATRICK HELLEN

Sara Jo Stowell

Within 25 miles of Gotham, WI, Best Investors lists 11 registered investment advisory firms with 21 offices nearby, managing about $2.96T in combined regulatory AUM across 545,933 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 Gotham

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 MERIT FINANCIAL ADVISORS 3 clients · 286 advisers $23.9B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM