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Best financial advisors in Greenville, WI

Registered advisers within 25 miles of Greenville, WI.

Offices
247
Firms
86
Combined AUM
$8.93T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,496,981 clients when Item 5C has a number
Avg / client
$3.58M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
EDWARD JONES
ETF MODEL SOLUTIONS, LLC
ENDOWMENT WEALTH MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SUMNICHT & ASSOCIATES, LLC
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CORNERSTONE FINANCIAL CONSULTING, LLC
OPTIVISE ADVISORY SERVICES LLC
CORNERSTONE FINANCIAL PLANNING, INC.
CETERA INVESTMENT ADVISERS LLC
ASC 401(K) MANAGEMENT
ISECTORS, LLC
HARBOUR INVESTMENTS, INC.

Investors

Ryan Christopher Engels
ALLAN JAMES DAVIES
Blake A Davies
BRENT ANDREW MARES
SAMUEL DEWEY SIGLER
Bradley Dean Borgen
Nadine Tarabishi
Scott Horman
Kaylee Lanae Graefe
Matthew G Gioffredi
Alexander Dean Borgen
TIMOTHY JOSEPH LANDOLT
DANIEL GERARD FOX
PRATEEK NMN MEHROTRA
JAMIE RICHARD BROWN
JOHN DAVID WENINGER
ROBERT CHARLES RIEDL
Samuel Benjamin Moore
Benjamin Peter Gilkay
Cole James Fleischmann
Michael J Rottier
ROBERT LOUIS RIEDL
Evan Matthew Kubiak
Kylie Rae Coenen
Shane A Kanaman
Elijah K Sorem
Natasha Nicole Amelia Van Hout
MICHAEL DUANE SHEPARD
CHRISTOPHER CURTIS CROTTY
CONNOR STEPHEN MUELLER
THOMAS RONALD HARMSEN
SEAN PATRICK TWOHIG
JEREMY ROBERT FEUCHT
BRADY MADIGAN
VERNON COFFEY SUMNICHT
KIRT DOUGLAS REZEK
MARK JOHN VANDERLINDEN
DONALD ALLEN SWAIN
JULIE ANN HUTH
STEVEN ANTHONY BASSETTO
SUSAN M BEHM
KEVIN MICHAEL GUSTAFSON
JOHN WILLIAM WOLF
ROY EARL OLSON
NATHAN DANIEL SCHLEICHER
SCOTT RICHARD JONES
RYAN CHARLES REMMEL

Within 25 miles of Greenville, WI, Best Investors lists 86 registered investment advisory firms with 247 offices nearby, managing about $8.93T in combined regulatory AUM across 2,496,981 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 Greenville

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM