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Best financial advisors in Lancaster, WI

Registered advisers within 25 miles of Lancaster, WI.

Offices
58
Firms
28
Combined AUM
$4.75T
Firm-wide filings, not assets booked only here
Clients
572K
572,115 clients when Item 5C has a number
Avg / client
$8.30M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ARETE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HARBOUR INVESTMENTS, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
ROSEMEYER MANAGEMENT GROUP
THRIVENT INVESTMENT MANAGEMENT INC.
AVANTAX PLANNING PARTNERS, INC.
EAGLE STRATEGIES LLC
WEITZEL FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Tyler Dornink
MERLIN EARL AMES
Mitchel Paul Kratochvill
Robert William Bird
DOUGLAS JEROME CRUBEL
MATTHEW MARK CUPLIN
TYLER J KENNICKER
Benjamin Donald Reeves
Vicki Sue Pfalzgraf
Alaina Sarah Reeves
Lori Jean Barry
JACOB EDWARD ROSEMEYER
Payton Paul Simon
Brooklyn Louise Flanagan
ANDREW THOMAS TRANEL
Carter M Klaas
JOSEPH WILLIAM SCHULTZ
REGAN MARIE SHIPP
KALEY ELLEN BOCKHOP
Haley Herr
John Paul Drefcinski
Frank Johann Ortiz
Clare Anne Manning
Dylan Andrew Rasmason
Jake Allen Miller
Timothy H Zauche
Joseph John Gustafson
DOUGLAS WAYNE ROGERS
Robert F Hundhausen
Jacob Ramos
ANDREW DOUGLAS REIMER
Sara Jo Stowell
JEREMY JOHN SIMPLOT
Marsha Margaret Abbott
APRIL JEAN HANSON
Katie Lorraine Preston
Nicole M Heiderscheit
Nelson Rivera
RAYMOND ALLEN QUINT
Matthew James Moore
Maya G Wachter
BRADLEY JOSEPH WEITZEL
MARTIN THOMAS BERGER
TIMOTHY JOSEPH WEITZEL
DONALD FREDERICK RUPP
CHERYL ANNE BIERMANN
Alexander Eugene Breckon
Joel Scott Lawlor
Andrew W Smith
JAYMES DONALD BILLMYER

Within 25 miles of Lancaster, WI, Best Investors lists 28 registered investment advisory firms with 58 offices nearby, managing about $4.75T in combined regulatory AUM across 572,115 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 Lancaster

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM