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Best financial advisors in Marathon, WI

Registered advisers within 25 miles of Marathon, WI.

Offices
68
Firms
32
Combined AUM
$5.12T
Firm-wide filings, not assets booked only here
Clients
843K
843,114 clients when Item 5C has a number
Avg / client
$6.07M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
FOCUS FINANCIAL
THRIVENT INVESTMENT MANAGEMENT INC.
POINT WEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CAPITAL MANAGEMENT INVESTOR SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
MIDWEST PROFESSIONAL PLANNERS, LTD.
STATE FARM INVESTMENT MANAGEMENT CORP.
PARK AVENUE SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
HOFF PRIVATE WEALTH
PACKERLAND BROKERAGE SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

David Wayne Belanger
Donald Lee Wild
MICHAEL F PIEL
CHRIS LEE GROSSKREUTZ
JOSHUA WINTER
ZACHARY RICHARD MARTIN
ELIJAH CAREY GIOJA
NATHAN MICHAEL PIEL
RYAN MATTHEW JONES
SCOTT EDWARD THOMPSON
Elizabeth Marie Oestreich
JEREMY J REIF
RAYMOND ANTHONY SKARE
DUWAYNE WILLIAM BOETTCHER
JAMIE RAE CONNOR
BRUCE JAMES IATTONI
RYAN CROSSLEY
KAREN ROTH
DAVID ELLIOTT NOLAN
JEREMY ONEY
Michael John Hamilton
DOUGLAS SCOTT BIERMAN
FRANK C BARNETT
BRIAN ROBERT KAMKE
DANG JEREMIAH TU NGUYEN
SCOTT MATTHEW WALLSCHLAEGER
Levi Thomas Ewan
Daniel Jesse Evans
BENJAMIN PHILLIP LASKA
Evan Michael Cohrs
TERRI MARIE RAU
Kara Jaleen Proctor
Brian Clinton Resch
Jesse W. Dunsmoor
Cory Wokasch
Joseph James Faust
Jennifer Lee Schult
Tonya Michelle Springer
Christopher Lee Smith
THERESA A ARTAC
DAVID J MONK
KURT DEFOREST WAID
KEVIN LEE FRONEK
Michael A. Calo
HANNA MARIE Koss
Dane Lee Fronek
ERIK EARL FINANGER
Steven Joseph Schreiner
Alexandria Lee Bakka
Daniel R Hoff
Patrick John Poeschel
Connor Caten Buechel
DAVID JOSEPH STELLPFLUG
DANIEL WILLIAM MARX
TIMOTHY CHARLES FREIBERG
ROBERT WILLIAM WACHHOLZ
JAMES EDMUND ISON
Cody Russell Hanke
Katrina Heather ONeill
CHARLES LOUIS OUIMETTE
JEFFREY ALLEN MULHERN
Benjamin Robert Casselberry
Wade Alexander Schuette

Within 25 miles of Marathon, WI, Best Investors lists 32 registered investment advisory firms with 68 offices nearby, managing about $5.12T in combined regulatory AUM across 843,114 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 Marathon

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM