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Best financial advisors in Lena, WI

Registered advisers within 25 miles of Lena, WI.

Offices
25
Firms
14
Combined AUM
$3.15T
Firm-wide filings, not assets booked only here
Clients
513K
512,692 clients when Item 5C has a number
Avg / client
$6.14M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
PACKERLAND BROKERAGE SERVICES, INC.
EDWARD JONES
TRUSTMONT ADVISORY GROUP, INC.
EQUITY SERVICES, INC.
LPL FINANCIAL LLC
CIRCLE R WEALTH LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ASSOCIATED INVESTMENT SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JEFFREY LEE JUST
STEVEN G WESTENBERG
SUANNE MARIE CAIN
ZACHARY STEVEN WESTENBERG
Matthew Jay Heling
STEVEN MICHAEL EFFERT
Justin James Oberg
Curtis Michael Kuchenberg
TYLER E DEGENEFFE
EDWARD BRUNO DEGENEFFE
JENNIFER LYNN GRANT
MATTHEW JOEL SCHUTTE
Brian D Sabel
ANTHONY FRANK KRANCE
SAMUEL DAVID HOFER
DOUGLAS DEAN PRENTICE
Bradley Dean Prentice
Mason Tyler Hoffman
Russell Winkler
JAMES JOHN CZUBEK
Trevor John Zellmer
Jonathan David Schweiger
Ross David Farley
Kyle J Klumb
Kody T Klumb
STEPHEN THOMAS GUSTMAN
MICHAEL JOHN MESSER
Jeremy Bartels
Joseph Klug
Tanessa Lynnette Klug
BROOKE C ROSE
Lee Schram

Within 25 miles of Lena, WI, Best Investors lists 14 registered investment advisory firms with 25 offices nearby, managing about $3.15T in combined regulatory AUM across 512,692 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 Lena

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 NICOLET WEALTH MANAGEMENT 50 advisers $4.29B AUM