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Best financial advisors in Hales Corners, WI

Registered advisers within 25 miles of Hales Corners, WI.

Offices
766
Firms
254
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,088 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
NATIONAL ACCOUNTING AND BUSINESS SOLUTIONS, SC
EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
SEQUENT PLANNING, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
HARBOUR INVESTMENTS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ASSOCIATED INVESTMENT SERVICES, INC.

Investors

DENNIS JOHN MCCORMICK
JOHN ROBERT BRANDT
Marc Arlo Messinger
Nicholas Dean Johnson
Joseph Anthony Schilz
JOSHUA PETER RINGELBERG
Christopher David Collins
ANDREW P LESAR
Julia Herman
Lauren A Ven Housen
Samuel F Zabkowicz
BENJAMIN PAUL SMITH
JOHN A MARLIS
Michael William Bafus
Grant Mitchell Peyron
JOSEPH MICHAEL TAMM
Brian Joseph Lewis
ROBERT JASON SPECTOR
Elizabeth Mary Karshna
Tiffany Lynn Mitchell Detvan
JACQUELINE G CRAWLEY
MARK ALLEN THOMPSON
KEVIN C SEUFZER
PATRICIA M BEINE
NATHAN LEE OLSEN
CARLA JEAN ZEVNIK-SEUFZER
DAVID JOHN JOHNSON
KIMBERLY LYNN NIEDFELDT
LAURA LEE WILCOX
BRENDAN K REID
GILBERT JAMES GARCIA

Within 25 miles of Hales Corners, WI, Best Investors lists 254 registered investment advisory firms with 766 offices nearby, managing about $14.6T in combined regulatory AUM across 2,777,088 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 Hales Corners

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