Best Investors Account Sign in

Best financial advisors in Lohrville, WI

Registered advisers within 25 miles of Lohrville, WI.

Offices
27
Firms
9
Combined AUM
$2.71T
Firm-wide filings, not assets booked only here
Clients
405K
405,103 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

BRIAN LEE GIBBS
Gregory Adam Dragolovich
Joshua Schaalma
BRICE MICHAEL TERBEEST
MAXWELL DAVID HUSEBOE
Jared Ryan Abbrederis
STEVEN CRAIG SIMONS
JASON MICHAEL STAUFFACHER
JAMES GREGORY KIMBALL
STEPHEN C ZIBLUT

Within 25 miles of Lohrville, WI, Best Investors lists 9 registered investment advisory firms with 27 offices nearby, managing about $2.71T in combined regulatory AUM across 405,103 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 Lohrville

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM