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Best financial advisors in Humbird, WI

Registered advisers within 25 miles of Humbird, WI.

Offices
8
Firms
5
Combined AUM
$1.91T
Firm-wide filings, not assets booked only here
Clients
494K
494,099 clients when Item 5C has a number
Avg / client
$3.86M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
EDWARD JONES

Investors

JASON EDWIN BUCHINGER
James Gregory Heeg
Steven Emil Brinkman
DONN OSCAR JOHNSON
CORY FRANCIS CAMPBELL
Alex Mashak
TODD MICHAEL ANDERSON
Kristin Anne Franks
Neil Joseph Seidling
Christine Marie Sims
BRYAN KEITH STAFF
JARED MICHAEL INGENTHRON

Within 25 miles of Humbird, WI, Best Investors lists 5 registered investment advisory firms with 8 offices nearby, managing about $1.91T in combined regulatory AUM across 494,099 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 Humbird

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 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM