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Best financial advisors in Lisbon, WI

Registered advisers within 25 miles of Lisbon, WI.

Offices
770
Firms
259
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,778,041 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
EDWARD JONES
LPL ENTERPRISE, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LASALLE INVESTMENT ADVISORS, INC.
MADISON PARTNERS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARK AVENUE SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.

Investors

Brennan Everett Scheel
Dustin Mathew Koehler
Jordan Joseph Bonnett
Jeremy James Bisick
EDWIN J WINCEK
Adam M Klimas
BRADLEY Leo SANBORN
WENDY SUE PEPERKORN
JOSEPH RYAN STANISLAWSKI
Elliot Mark Wrasse
BRANDON JAMES HELLESON
JOSHUA PAUL KONKEL
EDWARD RAY NEWMAN
TIMOTHY JOHN SCANLAN
GREGORY EDWARD ALFT
ERIC ANTHONY WHITE
Dane C Allen
Alison Gilman Aquino
Amy Lynn Williams
THOMAS EDWARD TEISTER
NEAL ALLEN IGNATOWSKI
Michele R Olshanski
Troy Edward Deibert
Susan Jakoblich
James Thomas Fitzgerald
JOHN MICHAEL FITZGERALD
Benjamin L'Empereur
Brian M Ericson-Huneck
GREGORY NEBEL
MATTHEW WINTERS
DREW ALAN HEBBE
MARK ANDREW SMITH
KIERAN MICHAEL BIENEMAN
TIMOTHY JOHN MITTELSTADT
JOSEPH WALTER WOELFLE
ANTHONY SCOTT CARINI
IRINA VLADIMIROVNA LUETH
David Michael Retkowski
Vaughn M Retkowski

Within 25 miles of Lisbon, WI, Best Investors lists 259 registered investment advisory firms with 770 offices nearby, managing about $14.7T in combined regulatory AUM across 2,778,041 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 Lisbon

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM