Best financial advisors in Laketown, WI

Registered advisers within 25 miles of Laketown, WI.

Offices

33

Firms

12

Combined AUM

$3.40T

Firm-wide filings, not assets booked only here

Clients

497K

496,916 clients when Item 5C has a number

Avg / client

$6.83M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

2547 STATE RD 35 SUITE 6
LUCK, WI 54853

THRIVENT INVESTMENT MANAGEMENT INC.

400 Main Street South
Luck, WI 54853

U.S. BANCORP ADVISORS, LLC

114 S Wisconsin Ave
Frederic, WI 54837

EDWARD JONES

144 N WASHINGTON STREET SUITE A
SAINT CROIX FALLS, WI 54024

12.4 miles away

COMMONWEALTH FINANCIAL NETWORK

100 East Madison Ave
Grantsburg, WI 54840

13.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

825 U.S. HIGHWAY 8 SUITE 2A
ST. CROIX FALLS, WI 54020

13.2 miles away

LPL FINANCIAL LLC

2175 US HWY 8
ST CROIX FALLS, WI 54024

13.5 miles away

ASCENT ADVISORS

12865 Lake Blvd
Lindstrom, MN 55045

16.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

12805 Lake Blvd
Lindstrom, MN 55045

16.9 miles away

EDWARD JONES

38830 FOREST BLVD STE A
NORTH BRANCH, MN 55056-6116

17.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

30626 LINCOLN ROAD
LINDSTROM, MN 55045

17.1 miles away

FOCUS FINANCIAL

38877 10th Ave SUITE B
NORTH BRANCH, MN 55056

17.3 miles away

CETERA INVESTMENT ADVISERS LLC

924 240TH STREET
OSCEOLA, WI 54020

17.3 miles away

CETERA INVESTMENT ADVISERS LLC

1180 West 4th Street
Rush City, MN 55069

17.4 miles away

EDWARD JONES

11492 BRINK AVE
CHISAGO CITY, MN 55013

18.2 miles away

EDWARD JONES

452 Tony St
OSCEOLA, WI 54020

18.6 miles away

LPL FINANCIAL LLC

500 CHIEFTAIN ST
Osceola, WI 54020

18.7 miles away

EDWARD JONES

307 N CASCADE ST SUITE 200
OSCEOLA, WI 54020

18.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

201 3RD AVENUE
OSCEOLA, WI 54020

18.8 miles away

EDWARD JONES

24248 STATE ROAD 35/70 SUITE B
SIREN, WI 54872

Firms

THRIVENT INVESTMENT MANAGEMENT INC.

U.S. BANCORP ADVISORS, LLC

COMMONWEALTH FINANCIAL NETWORK

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

ASCENT ADVISORS

STATE FARM INVESTMENT MANAGEMENT CORP.

FOCUS FINANCIAL

CETERA INVESTMENT ADVISERS LLC

Investors

Theresa Georgeann Tihanyi

Kirsten A Koenig

BRYAN HARLEY MOORE

Mark Joseph Bauer

Rebecca Ann Berg

Margaret Koenig

Samuel Joshua Prusinski

Joshua Michael Prusinski

Silas Joshua Prusinski

JON PAUL JACOBSON

Joseph Thomas Casey

THOMAS RICHARD KOEHN

MICHAEL SEAN O'MALLEY

Adam Lorenzo Cabrera

Jane Alice VanderSchaaf

Jeremy Scott Mandler

CRAIG EDWARD LINDSTROM

TRACEY MARIE SIMONSON

SCOTT ALAN RACINE

EVAN MARSHALL PINKSTON

MATTHEW SCOTT CASEY

Steven J Wright

MARK DAVID ALMLIE

Adele Annalene Hensley

TIMOTHY DONALD PAULEY

Dan Virgil Edaburn

Within 25 miles of Laketown, WI, Best Investors lists 12 registered investment advisory firms with 33 offices nearby, managing about $3.40T in combined regulatory AUM across 496,916 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 Laketown

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM