Best financial advisors in Lostcreek, WI

Registered advisers within 25 miles of Lostcreek, WI.

Offices

84

Firms

26

Combined AUM

$4.39T

Firm-wide filings, not assets booked only here

Clients

633K

632,581 clients when Item 5C has a number

Avg / client

$6.94M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

338 W MAIN ST STE 108
ELLSWORTH, WI 54011-5087

AMERIPRISE FINANCIAL SERVICES, LLC

217 PLUM ST STE 280
RED WING, MN 55066

THRIVENT INVESTMENT MANAGEMENT INC.

217 PLUM ST STE 110
RED WING, MN 55066

EXCEL FINANCIAL, LLC

321 MAIN STREET
RED WING, MN 55066

WELLS FARGO CLEARING SERVICES, LLC

401 PLUM ST
RED WING, MN 55066

11.1 miles away

EDWARD JONES

211 BUSH STREET
RED WING, MN 55066

11.1 miles away

AEGIS INVESTMENT MANAGEMENT, LLC

406 MAIN STREET STE B
RED WING, MN 55066

11.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

433 W 3rd Street Suite 101
Red Wing, MN 55066

11.1 miles away

EDWARD JONES

205 EAST AVENUE
RED WING, MN 55066

11.2 miles away

EDWARD JONES

525 BUSH STREET
RED WING, MN 55066

11.2 miles away

LPL FINANCIAL LLC

307 DAKOTA ST
RED WING, MN 55066

11.3 miles away

EDWARD JONES

910 Main St Suite 203
Red Wing, MN 55066

11.3 miles away

EDWARD JONES

910 MAIN STREET SUITE 105
RED WING, MN 55066

11.3 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

1001 Main Street
Red Wing, MN 55066

11.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

210 Tyler Rd N
Red Wing, MN 55066

11.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3303 N. SERVICE DR.
RED WING, MN 55066

11.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3039 S SERVICE DR
RED WING, MN 55066

EDWARD JONES

3155 S SERVICE DR SUITE 1
RED WING, MN 55066

EDWARD JONES

139 TYLER RD SOUTH
RED WING, MN 55066

EDWARD JONES

209 S Second Street
River Falls, WI 54022

12.4 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

EXCEL FINANCIAL, LLC

WELLS FARGO CLEARING SERVICES, LLC

AEGIS INVESTMENT MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JASON RICHARD YOCKEY

Tracy Marie Sears

GREGORY CONRAD ROE

JAMES SCOTT LOQUAI

JAMES CRANDELL LONG

JOHN PATRICK MORAN

JOHN RAYMOND LOQUAI

BRENT LESLIE URBACH

Collin Lars Baska

Michael Wayne Spangler

IAN VAUGHN SCHEERER

DANA LEE BORGSCHATZ

NATHAN JOHN OSTERTAG

TIMOTHY JOSEPH KELLY

Conor Joseph Smyth

Benjamin Joseph Whalen

Ashley Ann Lang

DOUGLAS LEE RITTER

MATTHEW ROBERT HARDYMAN

SAMUEL JOSEPH CASWELL

DAVID DOUGLAS RITTER

Daniel M Greenheck

Michael Robert Hosfeld

Tabitha Charley Meyer

Jason Paul Reding

Corey Dean Hawe

JEFFREY CHARLES STRICKLAND

RICHARD LYNN DOUGLAS

PATRICK H FITSCHEN

Colin Michael Scully

Michael Lee Dube

Vincent Wade Seidling

Within 25 miles of Lostcreek, WI, Best Investors lists 26 registered investment advisory firms with 84 offices nearby, managing about $4.39T in combined regulatory AUM across 632,581 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 Lostcreek

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM