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Best financial advisors in Malone, WI

Registered advisers within 25 miles of Malone, WI.

Offices
134
Firms
42
Combined AUM
$5.71T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,067,119 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
J. W. COLE ADVISORS, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

BRIAN PAUL RUH
KRISTA NICOLE HALBACH
BRADLEY LLOYD RUH
WILLIAM RICHARD MAHLIK
Pamela Ann Tollefson
BRADLEY MICHAEL MARX
Brandon Krupp
Gretchen Krupp
CLAIRE ANN WALMER
JEFFREY GERALD HEINEN
Amy Jean Komis
NICK SHELBY ZANDERS
MARK DONALD RASNER
Matthew Frank Stroede
JOSEPH WILLIAM STROEDE
Beth Kiernan
WILLIAM JOSEPH STROEDE
Claire Tienor
THEODORE ERIC LAMP
MARK WINFIELD HOTCHKISS
MICHAEL LEROY KREUZIGER
JESSICA ANN GEISZLER
Richard T Stoker
Dana Nicole Tisch
TINA MARIE GRENLIE
CHRISTOPHER MICHAEL NELSON
PETER JOHN QUEHL
LOGAN Robert JOHNSON
Robert Charles Hess
Ethan Dennis Diederich
ERIC ELMER GURHOLT
KYLE MITCHELL KAHL
BRADLEY SCOTT JOHANNES
PAMELA M GRUBER
ANNA MARIE KOTTKE
Patricia Joanne Heider
LARRY EDWARD POCH
JAMIE ALLEN HEISE
Logan Demaa
Jennifer Ann Foster
Rebecca Lynn Dahlke
Kathleen Ann Tavs

Within 25 miles of Malone, WI, Best Investors lists 42 registered investment advisory firms with 134 offices nearby, managing about $5.71T in combined regulatory AUM across 1,067,119 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 Malone

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM