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Best financial advisors in Kaukauna, WI

Registered advisers within 25 miles of Kaukauna, WI.

Offices
344
Firms
106
Combined AUM
$9.71T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,676,873 clients when Item 5C has a number
Avg / client
$3.63M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
PRINCIPAL SECURITIES, INC.
MONEY CONCEPTS CAPITAL CORP
KOM WEALTH MANAGEMENT GROUP, LLC
DENARIUS WEALTH MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
GOALBRIDGE WEALTH MANAGEMENT, LLC
ANNEX WEALTH MANAGEMENT, LLC
OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.

Investors

TODD MCKINLEY CHERRY
NATHAN JAMES VANSTIPPEN
Kenneth Mark Truyman
Brandon Guy Martinek
LUKAS HUBERS
Ryan Pomerening
Gabriel Benjamin Koch
Jeffrey Paul Koch
Melissa Marie Hartzheim
Kristin Mary Zahringer
Tricia Lyn Oltmann
ERIK PHILLIP HOSKING
VANESSA MARIE WELTER
Terri V Groth
John Duncan McInnes
Thomas M Weber
Anthony Imre Varga
ANDREW VANDEHEY
JORDAN CHRISTINE VANDEHEY
DANE LEE KLINTWORTH
BRIAN ANTHONY PAULSON
Jason Edwin Berry
Kyle David Lukowitz
LAURA ROSE SORENSON
Benjamin Franklin Hoeft
Kenneth John McGlone
Kaley Marie Klepps
Troy Allen Sommerfeld
Macy Alexandra Strickland
RICHARD MICHAEL OTTO
JAMES MIKE MCGLONE
Steve James Verhasselt
Jared John Gonnering
COREY WENDELL GRIMES
CHADWICK J OLDENBURG
TROY FREDRIC KEESLING
JAMIE MARIE Hanuszczak
Heather Joy Hilgenberg
Connor Thomas Zilisch
STACY MARIE GONNERING
JASON ASHLEY HANUSZCZAK
DAVID JOHN BUSS
RYAN MARK PAAPE
William Weber
Michelle Kay Yaniskivis
Jordan Klessig
Janett Ann Marie White
DANIEL PATRICK BEKX
CAMERON P SEIDL
DUSTIN MICHAEL GUBIN
JOSEPH OLIVER MARTIN
MICHAEL PATRICK DONNAN
Thomas Richard Phillipsen
Benjamin Allen Johnson
Mitchell J Vanden Heuvel
Jeffrey David Daye
MATTHEW WILLIAM KLEWER
Brian Borden
David James Lardinois
GERALD WAYNE NACKERS
PATRICK TIMOTHY RUSCH

Within 25 miles of Kaukauna, WI, Best Investors lists 106 registered investment advisory firms with 344 offices nearby, managing about $9.71T in combined regulatory AUM across 2,676,873 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 Kaukauna

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