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Best financial advisors in Hortonville, WI

Registered advisers within 25 miles of Hortonville, WI.

Offices
243
Firms
84
Combined AUM
$8.64T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,495,214 clients when Item 5C has a number
Avg / client
$3.46M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
APPLETON INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ETF MODEL SOLUTIONS, LLC
ENDOWMENT WEALTH MANAGEMENT, INC.
SUMNICHT & ASSOCIATES, LLC
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CORNERSTONE FINANCIAL CONSULTING, LLC
OPTIVISE ADVISORY SERVICES LLC

Investors

Gregory James Rogers
Ryan Christopher Engels
ALLAN JAMES DAVIES
Blake A Davies
BRENT ANDREW MARES
SAMUEL DEWEY SIGLER
Bradley Dean Borgen
Nadine Tarabishi
Scott Horman
Kaylee Lanae Graefe
Matthew G Gioffredi
Alexander Dean Borgen
MICHAEL JAMES ST MARIE
Andrejs Joseph Sics
Jesse Michael Fenske
TRAVIS JOSEPH KLOEHN
Jennifer Lynn Gardner
CHAD MICHAEL BACKES
KEVIN J KONKOL
Corey Andrew Knepfel
Nicholas Michael Koch
April Erin Rasmussen
TIMOTHY JOSEPH LANDOLT
DANIEL GERARD FOX
PRATEEK NMN MEHROTRA
JAMIE RICHARD BROWN
JOHN DAVID WENINGER
ROBERT CHARLES RIEDL
Samuel Benjamin Moore
Benjamin Peter Gilkay
Cole James Fleischmann
Michael J Rottier
ROBERT LOUIS RIEDL
Evan Matthew Kubiak
Kylie Rae Coenen
Shane A Kanaman
Elijah K Sorem
Natasha Nicole Amelia Van Hout
MICHAEL DUANE SHEPARD
CHRISTOPHER CURTIS CROTTY
CONNOR STEPHEN MUELLER
THOMAS RONALD HARMSEN
SEAN PATRICK TWOHIG
JEREMY ROBERT FEUCHT
BRADY MADIGAN
VERNON COFFEY SUMNICHT
KIRT DOUGLAS REZEK
MARK JOHN VANDERLINDEN
DONALD ALLEN SWAIN
JULIE ANN HUTH
STEVEN ANTHONY BASSETTO

Within 25 miles of Hortonville, WI, Best Investors lists 84 registered investment advisory firms with 243 offices nearby, managing about $8.64T in combined regulatory AUM across 2,495,214 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 Hortonville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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