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Best financial advisors in Hollandale, WI

Registered advisers within 25 miles of Hollandale, WI.

Offices
180
Firms
82
Combined AUM
$9.95T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,735,956 clients when Item 5C has a number
Avg / client
$3.64M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERIT FINANCIAL ADVISORS
HARBOUR INVESTMENTS, INC.
COMMONWEALTH FINANCIAL NETWORK
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BERTRAM FINANCIAL ADVISOR SERVICES
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
CALTON & ASSOCIATES, INC.
OSAIC WEALTH, INC.

Investors

Michael Patrick Anderson
Erin Michelle Crowe
DAVID SCOTT KOENIG
HAROLD PATRICK HELLEN
Danielle Gates
CHESTER WILLIAM LEE
MICHAEL DOUGLAS PEAT
GEORGE WILLIAM BYYKKONEN
JONATHAN PAUL LAVENTURE
KATHLEEN ANN BRAMLETT
Ann McDonald
Robert Lee Allbright
Elissa Allbright
Jenny Ann Dochnahl
David James Ogden
ROGER FREDERICK DETERDING
Elizabeth Miller
MICHELLE ELIZABETH BERTRAM
BEVERLY JAYNE BERTRAM
ROSS ALAN SMITH
KIM ALLEN HAVENS
DAVID EUGENE EATON
Christine Dawn Lade
SHAYNE LAWRENCE FICKLING
MARCUS OTT
DENNIS FRED BAKER
HEIDI ELIZABETH SCHULTZ
Francis Lee Friend

Within 25 miles of Hollandale, WI, Best Investors lists 82 registered investment advisory firms with 180 offices nearby, managing about $9.95T in combined regulatory AUM across 2,735,956 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 Hollandale

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM