Best financial advisors in Lowell, WI

Registered advisers within 25 miles of Lowell, WI.

Offices

79

Firms

25

Combined AUM

$5.29T

Firm-wide filings, not assets booked only here

Clients

990K

989,763 clients when Item 5C has a number

Avg / client

$5.34M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

301 S. ROOSEVELT DRIVE SUITE B
BEAVER DAM, WI 53916

EDWARD JONES

301 S ROOSEVELT DR STE B
BEAVER DAM, WI 53916-2206

WELLS FARGO CLEARING SERVICES, LLC

128 MONROE ST
BEAVER DAM, WI 53916

STATE FARM INVESTMENT MANAGEMENT CORP.

800 Park Avenue
Beaver Dam, WI 53916-2206

COMMONWEALTH FINANCIAL NETWORK

718 Park Ave
Beaver Dam, WI 53916

EDWARD JONES

200 FRONT STREET SUITE 2B
BEAVER DAM, WI 53916

EDWARD JONES

1503 N SPRING ST
BEAVER DAM, WI 53916

EDWARD JONES

204 CARROLL ST
Beaver Dam, WI 53916

MML INVESTORS SERVICES, LLC

1645 N Spring Street Suite 315
Beaver Dam, WI 53916

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

1659 N SPRING ST. STE 108
BEAVER DAM, WI 53916-1280

EDWARD JONES

203 Corporate Drive Suite 300
Beaver Dam, WI 53916

OSAIC WEALTH, INC.

207 CORPORATE DRIVE
BEAVER DAM, WI 53916

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

215 Corporate Drive Suite B
Beaver Dam, WI 53916

THRIVENT INVESTMENT MANAGEMENT INC.

215 Corporate Dr
Beaver Dam, WI 53916

EDWARD JONES

1748 N SPRING STREET
BEAVER DAM, WI 53916

EDWARD JONES

1319 W MAIN ST
WATERTOWN, WI 53094

STATE FARM INVESTMENT MANAGEMENT CORP.

1313 W Main St
Watertown, WI 53094

COMMONWEALTH FINANCIAL NETWORK

118 West Main Street
WATERTOWN, WI 53094

10.6 miles away

OSAIC WEALTH, INC.

104 WEST MAIN STREET SUITE B
WATERTOWN, WI 53094

10.6 miles away

LPL FINANCIAL LLC

205 N. SECOND STREET
WATERTOWN, WI 53094

10.6 miles away

Firms

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

COMMONWEALTH FINANCIAL NETWORK

MML INVESTORS SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

OSAIC WEALTH, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

THRIVENT INVESTMENT MANAGEMENT INC.

LPL FINANCIAL LLC

Investors

Andrew Douglas Mehan

BRIAN PATRICK HANNAN

PATRICK ROYAL CLARK

CALVIN LEE HEMLING

JOHN WILLIAM GREY

JAMIE LEE HENNING

David Brian Geschke

Rebecca Davison

Amber Michelle Vanderwal

Dustin Darold Meisel

Matthew Thomas Heiar

Monica McGauley

ROLAND WALTER MOLL

Stephen Elmer Vessey

Christopher W Kuenzi

Mark Matthew Killingsworth

DUANE EDWARD OHLAND

MICHAEL J KAPETS

Kevin J Carnine

Matthew Edward Emmer

Richelle Holtzman

Ronald James Counsell

Taylor Donald Schultz

WILLIAM THOMAS OSWALD

GREG ALAN SCHROEDER

MELODY MARIE GRESSICK

PATRICK DAVID MEISTER

Within 25 miles of Lowell, WI, Best Investors lists 25 registered investment advisory firms with 79 offices nearby, managing about $5.29T in combined regulatory AUM across 989,763 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 Lowell

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM