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Best financial advisors in Marquette, WI

Registered advisers within 25 miles of Marquette, WI.

Offices
41
Firms
16
Combined AUM
$3.49T
Firm-wide filings, not assets booked only here
Clients
533K
532,745 clients when Item 5C has a number
Avg / client
$6.56M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Jacob Paul Cote
KELLY ROXANNE MARSHALL
Jared Ryan Abbrederis
STEVEN CRAIG SIMONS
Shad William Horton
Gregory Adam Dragolovich
Joshua Schaalma
Thomas Walter Romaniak
BRICE MICHAEL TERBEEST
MAXWELL DAVID HUSEBOE
David A Stone
Ryan P Gravunder
CAREN LU REICH
DAVID ROBERT SHATTUCK
James Raymond Carriveau
CATHERINE LEE HARGRAVE
Robert Paul Shattuck
JASON MICHAEL STAUFFACHER
Mark Van Etten
Austin John Armga
Richard Lee Matravers
Garrett L Moody
Kylar Narance
JONATHON E VENHUIZEN
Troy D Simonson
Joia Lauren Jesa Simonson
Daniel David Mael
JULIE JANE GROVES
CASSANDRA LEIGH WEIGEL

Within 25 miles of Marquette, WI, Best Investors lists 16 registered investment advisory firms with 41 offices nearby, managing about $3.49T in combined regulatory AUM across 532,745 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 Marquette

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 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