Best Investors Account Sign in

Best financial advisors in Highland, WI

Registered advisers within 25 miles of Highland, WI.

Offices
34
Firms
15
Combined AUM
$2.97T
Firm-wide filings, not assets booked only here
Clients
546K
545,970 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
HARBOUR INVESTMENTS, INC.
MERIT FINANCIAL ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BERTRAM FINANCIAL ADVISOR SERVICES
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC

Investors

JEREMY JOHN SIMPLOT
Lori Jean Barry
Robert Lee Allbright
Elissa Allbright
Jenny Ann Dochnahl
Ann McDonald
KATHLEEN ANN BRAMLETT
JONATHAN PAUL LAVENTURE
MICHAEL DOUGLAS PEAT
CHESTER WILLIAM LEE
HAROLD PATRICK HELLEN
Danielle Gates
ROSS ALAN SMITH
MICHELLE ELIZABETH BERTRAM
BEVERLY JAYNE BERTRAM
JAMES MORREY
ROBERT MICHAEL RYNES
DAVID JUDD EDWARDS
Justin James Stanek
BRANDI ILEEN WALTON
Sara Jo Stowell
Kathleen Marie Bedward
Kevin Bartels
KIM W LUCKEY

Within 25 miles of Highland, WI, Best Investors lists 15 registered investment advisory firms with 34 offices nearby, managing about $2.97T in combined regulatory AUM across 545,970 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 Highland

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 MERIT FINANCIAL ADVISORS 3 clients · 286 advisers $23.9B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM