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Best financial advisors in Hillpoint, WI

Registered advisers within 25 miles of Hillpoint, WI.

Offices
30
Firms
12
Combined AUM
$3.02T
Firm-wide filings, not assets booked only here
Clients
539K
539,423 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
EAGLE STRATEGIES LLC
MBE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
ASSOCIATED INVESTMENT SERVICES, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.

Investors

BRANDI ILEEN WALTON
TERRY SCOTT SEBRANEK
KALEB MARCUS FRAWLEY
JOSEPH STEVEN BROWN
Katie Jane Schmidt
Laura Jayne Morehouse
Matthew Mark Kvernen
Shane Gregory Rockweiler
Joel Kim Groskreutz
Michael Ray Lopp
Sarah Oberman
Huey Kenneth Griep
Tricia Nicole Sullivan
David Mark Kraus
Kathleen Marie Bedward
Kevin Bartels
KIM W LUCKEY
JACOB ADAM KRUEGER
Baylee Ann Shifflet
ERIC RUSSELL MINDHAM
RYAN MICHAEL CALLAN
Charles John Brumer
Erin Leigh Haugh
Daily Katherine Erickson
PATRICK MARTIN THIELEN
DARRAH LYNETTE TOMAS
SHELLY MARIE STIBBE
MICHAEL JOE COSGROVE
BRIAN KEITH FRUIT
Justin James Stanek
JAMES MORREY
DAVID JUDD EDWARDS
ROBERT MICHAEL RYNES
Laurie A Dischler
JONATHAN MEAD
DARREN RONALD SCHWINEFUS

Within 25 miles of Hillpoint, WI, Best Investors lists 12 registered investment advisory firms with 30 offices nearby, managing about $3.02T in combined regulatory AUM across 539,423 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 Hillpoint

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM