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Best financial advisors in Lake Emily, WI

Registered advisers within 25 miles of Lake Emily, WI.

Offices
38
Firms
17
Combined AUM
$3.28T
Firm-wide filings, not assets booked only here
Clients
1.09M
1,087,639 clients when Item 5C has a number
Avg / client
$3.01M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HARBOUR INVESTMENTS, INC.
PRINCIPAL SECURITIES, INC.
ELITE WEALTH MANAGEMENT, INC.
EQUITABLE ADVISORS, LLC
ELITE RETIREMENT GROUP
SENTRY INVESTMENT MANAGEMENT, L.L.C.
OSAIC WEALTH, INC.

Investors

KAY ANN ANDERSON
Jesirae Heuer
Adriene Danelle Kudronowicz
CHERYL RUEDY
Teryn Cindy Kuse
Elle Nicole Smits
Justin James Anderson
MICHAEL WAYNE BIALAS
Terence Gregory Schott
Emily Bouche
TRACEY ELISABETH STALTER
MICHAEL LEE WOLBERS
KIM RENEE ANGELL
MICHAEL BRIAN NERDAHL
AUSTIN LEE KORGER
Travis A Rucinski
RYAN MICHAEL HINNER
ROBERT ALLEN BERG
Mouamong Vang
Bryce Collin Ziemer
Keegan D Ziemer
Daniel Luke Weltzin
DANIEL MARK DEMERS
RAYMOND I CAL
PATRICK LEE MARCELL
MICHAEL WILLIAM MARCELL
Victor Ray Kizewski
Matthew Theodore Daniels
Nichole G Matowitz
Andrew John Wolf
Jeffrey J. Hohn
Jay Allen Wolf
Andrew John Firminhac
TIMOTHY GEORGE ROMAN
Jacob Ringwelski
Glenn Arthur Helminiak
Heather Brandner
BENJAMIN JOHN MARTINSEN
CHRISTINE MARIE TYJESKI
NICKOLAS JOSEPH ALLAR

Within 25 miles of Lake Emily, WI, Best Investors lists 17 registered investment advisory firms with 38 offices nearby, managing about $3.28T in combined regulatory AUM across 1,087,639 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 Lake Emily

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM