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Best financial advisors in Janesville, WI

Registered advisers within 25 miles of Janesville, WI.

Offices
110
Firms
35
Combined AUM
$7.28T
Firm-wide filings, not assets booked only here
Clients
1.19M
1,188,778 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
HARBOUR INVESTMENTS, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
PFS INVESTMENTS INC.
ASSOCIATED INVESTMENT SERVICES, INC.
ROBERT W. BAIRD & CO. INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
JOHNSON WEALTH INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BELPOINTE ASSET MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Jose Alfredo Perez
DAVID WILLIAM DISTEFANO
CHRISTINE A SPERRY
Chad Michael Mietz
ERIK DONAVAN BUNDERSON
PAMELA LYNNE REED
Marissa Ann Evers
Megan Lynn McCarthy-Cline
MICHAEL JONATHAN SCHOEDER
Jesse S Dever
Lonnie Michael Klecker
Elizabeth Louise Bailey
Ashlie Myers
Thomas John Lindell
LISA ANN KIM
AMY L HUME
Jennifer Rebecca Schwarze
Ethan C Dahlberg
Hannah Brooke Campbell
DEREK MICHAEL GREENE
BRIAN JOHN DONNELLY
GENISE MARIE BRANDT
ELIZABETH A BERGMANN
SEAN MICA KNOTT
Kari A Drascic
Dawson Philip Dahlberg
RICHARD JOSEPH BRAUN
DEBRA LYNN CERNY
JULIE ANN RUMAGE
Laura M Peterson
TODD EDWARD HOLDEN
LISA MARGUERITE MURPHY
JOEL LYNN BAILEY
ROBERT TYLER MOSLEY
JASON GARRETT KAMLER
WILLIAM JOHN SUTHERLAND
Scott David Mosher
Jason Daniel Niccolai
Alec Eli Schutz

Within 25 miles of Janesville, WI, Best Investors lists 35 registered investment advisory firms with 110 offices nearby, managing about $7.28T in combined regulatory AUM across 1,188,778 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 Janesville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM