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Best financial advisors in Kansasville, WI

Registered advisers within 25 miles of Kansasville, WI.

Offices
462
Firms
119
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,713,264 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIAT LUX CAPITAL MANAGEMENT
THE AMERIFLEX GROUP
ON INVESTMENT MANAGEMENT CO
RAYMOND JAMES & ASSOCIATES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
HARBOUR INVESTMENTS, INC.

Investors

Christina Zalapi
David Besenhofer
DANIEL CHARLES CREEK
ELIZABETH CAROL PRAEGER
Robert James Bailey
THOMAS PAUL FOLLIS
Jacob Paul Follis
Gregory Amborn
MICHAEL POLUDNIAK
Tegan Schultz
TYLER ALEXANDER JOHNSON
Stephanie L Snyder
Ronald Ryan Knaflic
MATTHEW S GIESE
Nicole Nickel
WILLIAM BERNARD CZAJA
Nicholas Riley Mowry
Zachary R Fitzpatrick
JAKE Michael STEFFENS
TODD DAVID SPRECHER
Eric Stuart Thomson
LEAH A KOEHNKE
JONATHAN MICHAEL FIORITO
Dean Allan Anderson
Michael Pascucci
Nathaniel William Brandt
CLAY WILLIAM BRANDT
ELIZABETH L MENGO
ROBERT THOMAS VIAU
SCOTT PAUL HERRMANN
KRISTEN MARY LAFRANZO
DIANE KENNEDY NOPENZ
Laura Ann White
DANIEL RALPH KRUEGER
ANTHONY JOHN MESCHER

Within 25 miles of Kansasville, WI, Best Investors lists 119 registered investment advisory firms with 462 offices nearby, managing about $13.0T in combined regulatory AUM across 2,713,264 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 Kansasville

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM