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Best financial advisors in Hartland, WI

Registered advisers within 25 miles of Hartland, WI.

Offices
769
Firms
261
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,778,059 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PALADIN PARTNERS
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
BOARDWALK FINANCIAL STRATEGIES LLC
BELPOINTE ASSET MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
FOURSTAR WEALTH ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SANCTUARY ADVISORS, LLC

Investors

Amy Lynn Williams
Scott James Greening
WILLIAM MICHAEL BAXTER
MEGAN LYNN PROCHNIAK
Rebecca S Danihlik
Neha Maithani
RYAN ROBIN SCHNEIDER
Dianna Lynn Richardson
Matthew B Rose
MICHAEL JOHN RODENBAUGH
BRITTANY LYNN FALKNER
Colbey Jordan Grisar
Erin R Ulicki
MATTHEW RYAN FECHTER
Cory M. Spencer
MICHAEL THOMAS GOGIN
Devon Scott Portz
SHAWN DAVID MACDONALD
ALEXANDER BARTA
JAMES ROBERT MCMILLER
CHRISTOPHER MICHAEL LANDSOM
THOMAS EDWARD TEISTER
NEAL ALLEN IGNATOWSKI
Kirstin Marie Dorn
Miles Manuel Aquino
Brennan Everett Scheel
Kevin Joseph Miller
Dustin Mathew Koehler
Jordan Joseph Bonnett

Within 25 miles of Hartland, WI, Best Investors lists 261 registered investment advisory firms with 769 offices nearby, managing about $15.0T in combined regulatory AUM across 2,778,059 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 Hartland

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