Best Investors Account Sign in

Best financial advisors in Lone Rock, WI

Registered advisers within 25 miles of Lone Rock, WI.

Offices
28
Firms
15
Combined AUM
$3.20T
Firm-wide filings, not assets booked only here
Clients
609K
609,473 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
HARBOUR INVESTMENTS, INC.
MERIT FINANCIAL ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

BRANDI ILEEN WALTON
Kathleen Marie Bedward
Kevin Bartels
KIM W LUCKEY
ERIC RUSSELL MINDHAM
RYAN MICHAEL CALLAN
JAMES MORREY
ROBERT MICHAEL RYNES
DAVID JUDD EDWARDS
Justin James Stanek
DARRAH LYNETTE TOMAS
SHELLY MARIE STIBBE
MICHAEL JOE COSGROVE
BRIAN KEITH FRUIT
TERRY SCOTT SEBRANEK
KALEB MARCUS FRAWLEY
JOSEPH STEVEN BROWN
JEREMY JOHN SIMPLOT
Robert Lee Allbright
Elissa Allbright
Jenny Ann Dochnahl
Ann McDonald
KATHLEEN ANN BRAMLETT
JONATHAN PAUL LAVENTURE
MICHAEL DOUGLAS PEAT
CHESTER WILLIAM LEE
HAROLD PATRICK HELLEN
Danielle Gates
Katie Jane Schmidt
Laura Jayne Morehouse

Within 25 miles of Lone Rock, WI, Best Investors lists 15 registered investment advisory firms with 28 offices nearby, managing about $3.20T in combined regulatory AUM across 609,473 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 Lone Rock

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 MERIT FINANCIAL ADVISORS 3 clients · 286 advisers $23.9B AUM