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Best financial advisors in Marinette, WI

Registered advisers within 25 miles of Marinette, WI.

Offices
38
Firms
19
Combined AUM
$4.31T
Firm-wide filings, not assets booked only here
Clients
577K
577,252 clients when Item 5C has a number
Avg / client
$7.47M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EQUITY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
NICOLET WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PACKERLAND BROKERAGE SERVICES, INC.

Investors

Brian D Sabel
Kyle J Klumb
Kody T Klumb
STEPHEN THOMAS GUSTMAN
MICHAEL JOHN MESSER
Jeremy Bartels
Joseph Klug
Tanessa Lynnette Klug
BROOKE C ROSE
MATTHEW JOEL SCHUTTE
TYLER E DEGENEFFE
EDWARD BRUNO DEGENEFFE
JENNIFER LYNN GRANT
Justin James Oberg
Curtis Michael Kuchenberg
ROBERT JOSEPH KUNTZE
Jason Eric Smerchek
PAUL MATTHEW AFTANAS
DINA LEE LOOMIS
MITCHELL BANASZAK
Ethan J Linstad
Jody M VanLaanen
Hunter Lee Mans
Kathleen Ann LeMay
Vincent Charles Baron
Ian Charles Wetzel
JORDAN C BECK
ALAN MARK DEWITT
LEIGH M HOWELL
Nicole Leigh Ehlert
MICHAEL JAMES FLANNERY
STEVEN G WESTENBERG
SUANNE MARIE CAIN
ZACHARY STEVEN WESTENBERG

Within 25 miles of Marinette, WI, Best Investors lists 19 registered investment advisory firms with 38 offices nearby, managing about $4.31T in combined regulatory AUM across 577,252 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 Marinette

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM