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Best financial advisors in Markesan, WI

Registered advisers within 25 miles of Markesan, WI.

Offices
40
Firms
16
Combined AUM
$3.50T
Firm-wide filings, not assets booked only here
Clients
410K
410,495 clients when Item 5C has a number
Avg / client
$8.52M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PACKERLAND BROKERAGE SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CARL M. HENNIG, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

KELLY ROXANNE MARSHALL
Jacob Paul Cote
Shad William Horton
Joshua Schaalma
Gregory Adam Dragolovich
BRICE MICHAEL TERBEEST
MAXWELL DAVID HUSEBOE
Austin John Armga
Richard Lee Matravers
Garrett L Moody
Kylar Narance
JONATHON E VENHUIZEN
Joel Lee Heeringa
JONATHAN DOUGLAS LEONARD
Jared Ryan Abbrederis
STEVEN CRAIG SIMONS
David A Stone
CAREN LU REICH
Ryan P Gravunder
DAVID ROBERT SHATTUCK
James Raymond Carriveau
CATHERINE LEE HARGRAVE
Robert Paul Shattuck
Thomas Walter Romaniak
Kevin J Carnine
Katie L Kohn
Matthew Edward Emmer
Dustin Darold Meisel
DEBRA A SMITH

Within 25 miles of Markesan, WI, Best Investors lists 16 registered investment advisory firms with 40 offices nearby, managing about $3.50T in combined regulatory AUM across 410,495 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 Markesan

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM