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Best financial advisors in Green Lake, WI

Registered advisers within 25 miles of Green Lake, WI.

Offices
53
Firms
23
Combined AUM
$4.23T
Firm-wide filings, not assets booked only here
Clients
973K
973,361 clients when Item 5C has a number
Avg / client
$4.35M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CARL M. HENNIG, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
PACKERLAND BROKERAGE SERVICES, INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

KELLY ROXANNE MARSHALL
Shad William Horton
Jacob Paul Cote
Gregory Adam Dragolovich
Joshua Schaalma
BRICE MICHAEL TERBEEST
MAXWELL DAVID HUSEBOE
David A Stone
CAREN LU REICH
Ryan P Gravunder
DAVID ROBERT SHATTUCK
James Raymond Carriveau
CATHERINE LEE HARGRAVE
Robert Paul Shattuck
Jared Ryan Abbrederis
STEVEN CRAIG SIMONS
Austin John Armga
Richard Lee Matravers
Garrett L Moody
Kylar Narance
JONATHON E VENHUIZEN
Joel Lee Heeringa
JONATHAN DOUGLAS LEONARD
ANTHONY GEORGE SMYRNEOS
Travis Jeffrey Truesdale
BRIAN PATRICK GETCHIUS
David Austin Stevens
BRIAN LEE SONNENBERG
MICHELLE LEE RUSSELL

Within 25 miles of Green Lake, WI, Best Investors lists 23 registered investment advisory firms with 53 offices nearby, managing about $4.23T in combined regulatory AUM across 973,361 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 Green Lake

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM