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Best financial advisors in Iron Ridge, WI

Registered advisers within 25 miles of Iron Ridge, WI.

Offices
150
Firms
54
Combined AUM
$6.35T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,078,042 clients when Item 5C has a number
Avg / client
$5.89M
Combined AUM ÷ clients

Nearby offices

Firms

GRADIENT SECURITIES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MERIT FINANCIAL ADVISORS
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

LARRY CLIFFORD DOGS
Anthony J Pochowski
Michael Julius Baerwald
Kristen A Strupp
NATHANIEL CARVER SCHLOTTHAUER
MELODY MARIE GRESSICK
Christopher P Ersbo
Alec Richard Lothert
Andrew Martin Rux
Ryan Gonzalez
Patrick Rich
Katie L Kohn
Samantha Feest
ALAN M JORDAN
Casey L Moneer
Jacob Paul Hausmann
RYAN PAUL BECKER
BRIAN PATRICK HANNAN
PATRICK ROYAL CLARK
CALVIN LEE HEMLING
JOHN WILLIAM GREY
Spencer Oemig
TIMOTHY MICHAEL REIS
JAMIE LEE HENNING
Mary Jo Homan
Andrew Douglas Mehan
Kevin J. Smith
Monica McGauley
ROLAND WALTER MOLL
Stephen Elmer Vessey
Christopher W Kuenzi
Mark Matthew Killingsworth
Adelio Ikonomi
DUANE EDWARD OHLAND
MICHAEL J KAPETS
Kevin J Carnine
Matthew Edward Emmer
Dustin Darold Meisel

Within 25 miles of Iron Ridge, WI, Best Investors lists 54 registered investment advisory firms with 150 offices nearby, managing about $6.35T in combined regulatory AUM across 1,078,042 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 Iron Ridge

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