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Best financial advisors in Kiel, WI

Registered advisers within 25 miles of Kiel, WI.

Offices
94
Firms
39
Combined AUM
$9.48T
Firm-wide filings, not assets booked only here
Clients
1.10M
1,098,686 clients when Item 5C has a number
Avg / client
$8.63M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
EDWARD JONES
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
J. W. COLE ADVISORS, INC.
VERITAS FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
IHT WEALTH MANAGEMENT LLC
SMITH SECURITIES LLC
SUCCESS WEALTH MANAGEMENT LLC

Investors

Rebecca Stella Elizabeth Winkel
RONALD STEVEN SITZMAN
BRIAN PAUL RUH
KRISTA NICOLE HALBACH
BRADLEY LLOYD RUH
Samantha Jo Bratz
Phillip A Kubichka
KAREN LYNNE WEBER
LOGAN TAYLOR NIENHAUS
JUSTIN DAVID WEBER
JULIE J WOELFEL
DANIEL JAMES WEBER
JEFFREY GERALD HEINEN
Amy Jean Komis
Brandon Krupp
Gretchen Krupp
CLAIRE ANN WALMER
Richard T Stoker
Dana Nicole Tisch
John Frausto
DAVIS JACKSON SUCKOW
MARGARET A WITTKOPP
Asneth Omare
Paul Leal
Annie Leal
JEAN ANN BLANKE
ADAM CHRISTOPHER MASON
JEREMY NORMAN BURRI
TIMOTHY LYNN SAEGER
Eric Michael Desjarlais
TRAVIS RICK STREBLOW

Within 25 miles of Kiel, WI, Best Investors lists 39 registered investment advisory firms with 94 offices nearby, managing about $9.48T in combined regulatory AUM across 1,098,686 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 Kiel

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM