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Best financial advisors in Horicon, WI

Registered advisers within 25 miles of Horicon, WI.

Offices
106
Firms
33
Combined AUM
$6.20T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,061,113 clients when Item 5C has a number
Avg / client
$5.84M
Combined AUM ÷ clients

Nearby offices

Firms

PACKERLAND BROKERAGE SERVICES, INC.
EDWARD JONES
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
MERIT FINANCIAL ADVISORS
ASSOCIATED INVESTMENT SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JONATHON E VENHUIZEN
Richard Lee Matravers
Garrett L Moody
Kylar Narance
Austin John Armga
MELODY MARIE GRESSICK
Kristen A Strupp
NATHANIEL CARVER SCHLOTTHAUER
Christopher P Ersbo
Alec Richard Lothert
Andrew Martin Rux
Ryan Gonzalez
Patrick Rich
Katie L Kohn
Samantha Feest
BRIANA RAE SMITH
PATRICK DAVID MEISTER
TIMOTHY MICHAEL REIS
TYLER Dean SASS
BRADY ROBERT ENDL
Toniette Ann Flint
CHRISTOPHER DAVID MALLOW
James J Gehring II
GREG ALAN SCHROEDER
WILLIAM THOMAS OSWALD
BRIAN D KONZ
Taylor Donald Schultz
Richelle Holtzman
Ronald James Counsell
CRAIG ELDON SCHNUELLE
ALAN M JORDAN
BENJAMIN MICHAEL HOPPENRATH
MICHAEL EVERETT WILLIAMS
Casey L Moneer
Jacob Paul Hausmann

Within 25 miles of Horicon, WI, Best Investors lists 33 registered investment advisory firms with 106 offices nearby, managing about $6.20T in combined regulatory AUM across 1,061,113 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 Horicon

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM