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Best financial advisors in Greenfield, WI

Registered advisers within 25 miles of Greenfield, WI.

Offices
758
Firms
253
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,778,196 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

CRESCENT GROVE ADVISORS
GTG WEALTH MANAGEMENT, LLC
EDWARD JONES
RACON CAPITAL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
F/M INVESTMENTS LLC
ALLISON & COMPANY FINANCIAL COUNSELORS, LLC
FINANCIAL STRATEGIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ENVISION FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
SIMPLICITY FINANCIAL, LLC
QUANTAMENTALS MANAGEMENT GROUP, LLC
AUREA INVESTMENTS LLC
COORDINATED CAPITAL SECURITIES, INC.
NBT CAPITAL MANAGEMENT, INC.
HARBOUR INVESTMENTS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JEFFREY TODD ROBBINS
BLAKE ROBERT KARLS
GERALD THOMAS GAMBATESE
TIMOTHY A GAMBATESE
Jeffrey R Baier
Scott Lovejoy
PATRICK JOSEPH MARGET
Jeremy Charles Pfaff
ZACHARY STEVEN NEWCOMER
DAVID JAMES DRZADINSKI
JOEL DENNIS VRABEL
HANNAH JANE CHAVEZ
Zachary Daniel Dujmic
DAVID PAUL WAHL
ALFRED S HICKEY
BRADLEY OWEN OLSON
Gerald Schuelke
JAMES DOUGLAS CANTRELL
JOSHUA JAMES PALLEON
KEVIN P ELLIS
Andrew M Parey
STEPHEN R. WHITE
PETER ARNOLD HUNDT
Daniel Michael Schmidt
Jared John Andreoli
JACK GRANT THAYER
RALPH DENNIS BULTMAN
CORRINE ANN BULTMAN
NANCY DUNHAM CLEVELAND
ANN BEATRICE MEGAN
CLAYTON JAMES TYREE
JESSICA M HUERTA
WALTER JOHN FAHEY
MICHAEL DAVID LEIST
Jason Ducat
DANIEL GARY KRIVOS
GLENN ROBERT KIRST
ADAM SEBASTIAN KELLER
CARL WILLIAM VEENENDAAL
Benjamin Theodore Johnson
MICHAEL LEE JOHNSON
TIMOTHY CHARLES BARTELT
KENNETH JAMES WOLFE

Within 25 miles of Greenfield, WI, Best Investors lists 253 registered investment advisory firms with 758 offices nearby, managing about $14.6T in combined regulatory AUM across 2,778,196 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 Greenfield

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