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Best financial advisors in Hertel, WI

Registered advisers within 25 miles of Hertel, WI.

Offices
13
Firms
8
Combined AUM
$2.04T
Firm-wide filings, not assets booked only here
Clients
258K
257,650 clients when Item 5C has a number
Avg / client
$7.92M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
ACCURATE WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

Dan Virgil Edaburn
Devin Ann Danielson
Trevor Tristan Brewer
Olivia L Tucker
Scott James Roppe
Victoria Lynn Shaffer
TIMOTHY ANDREW REEDY
Jonah Michael Beckermann
Mark Joseph Bauer
MATTHEW JOHN ZANARDO
DANIEL GOLDSMITH
Matthew James Gores
Theresa Georgeann Tihanyi
Kirsten A Koenig
BRYAN HARLEY MOORE
Samuel Joshua Prusinski
Joshua Michael Prusinski
Silas Joshua Prusinski

Within 25 miles of Hertel, WI, Best Investors lists 8 registered investment advisory firms with 13 offices nearby, managing about $2.04T in combined regulatory AUM across 257,650 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 Hertel

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 8 ACCURATE WEALTH MANAGEMENT, LLC 46 advisers $1.71B AUM