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Best financial advisors in Kewaskum, WI

Registered advisers within 25 miles of Kewaskum, WI.

Offices
179
Firms
63
Combined AUM
$9.57T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,642,310 clients when Item 5C has a number
Avg / client
$3.62M
Combined AUM ÷ clients

Nearby offices

Firms

CONCORDE ASSET MANAGEMENT, LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LANDOLT SECURITIES, INC.
LPL FINANCIAL LLC
EDWARD JONES
FIRST HEARTLAND CONSULTANTS, INC.
KDHH INVESTMENTS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CLIENT FIRST INVESTMENT MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERIT FINANCIAL ADVISORS

Investors

DAVID JOSEPH TALBOT
JAMES JOHN SILBERNAGEL
LOGAN Patrick WILD
THERESE MARIA MOORE
BOBBY JOE ROYES
NATHAN R DERKS
ROBERT MARTIN DERKS
Ryan Gonzalez
Alexis Kopecky
Jessica VanOurkerk
BRETT HENRY WEIR
WILLIAM JOHN GOMILLA
TROY BRIAN HANSON
PETER JOSEPH KAPLER
RAMIRO PAZ
Eileen Marie Voigt
JUSTIN WAYNE KRUEGER
Cade Patrick Miskimen
David Frederic Zarling
Paul Zarling
Kevin Firari
Bradley Calvin Draeger
Logan M Draeger
Jerred Grell
ANDREW BENJAMIN MORTENSON
Peter Go
Nolan Walker
COREY WILLIAM VANDE VOORT
JONATHAN WALTHER
JONATHAN DEPREY
Phillip Livio Faso
WILLIAM SOLTIS
FRANCIS JOEL HOEFFLER
BRYAN LOUIS BECHT
KIM MARIE CLARK
KYLE VAN HECKE
MATTHEW JOHN ZULEGER
JOHN MICHAEL AUGUSTINE
KATEY ROSKOPF
RICHARD JOHN PESICH
DAVID JOHN VOLLMAR
JACOB WILLIAM BAIN
Wyatt Gudex
MARK CHARLES HAMM
PETER SHANOVICH
CHRISTOPHER GREGG MATHESON
MATTHEW JOHN ANDREWS
Denali Joshua Fellenz
ALAN LEROY OLSEN
James Erich Matheson
MELISSA MORGAN HOPPER
HUNTER T GROSS
ANTHONY JOHN JASEN
Nicholas John Walschinski
Travis M Surita
Garrett Kindelspire
TIMOTHY MICHAEL REIS
MICHAEL CHARLES SCHILLING

Within 25 miles of Kewaskum, WI, Best Investors lists 63 registered investment advisory firms with 179 offices nearby, managing about $9.57T in combined regulatory AUM across 2,642,310 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 Kewaskum

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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