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Best financial advisors in Marshall, WI

Registered advisers within 25 miles of Marshall, WI.

Offices
377
Firms
135
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,773,257 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MBE WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
WISCONSIN WEALTH ADVISORS, LLC
HARBOUR INVESTMENTS, INC.
U.S. BANCORP ADVISORS, LLC

Investors

TRACI LEE PETERSON
Ryan James Russell
Nicholas Ryan Burge
KENNETH PAUL COURTS
Benjamin D Hoyt
Korab Krasniqi
Andrew Eyers
MICHAEL BRANDON PRUITT
Tracy Gundert
Quinton J Hanson
KIMBERLY M WENZEL
OLGA EFREMOVA
MARK A GERNETZKE
BRANDON SCOTT DONKERSGOED
GREGORY STEVEN HENNING
JEREMY MICHAEL POTTER
CHRIS ALLEN SWENSON
Shaun Michael Balding
PATRICK CHARLES FOSDICK
Michael A Millage
Aaron Matthew Reinert
Derrick Michael Meier
Hans Robert Charles Becker
Michael John Roth
Alexa Gill
Stephanie Hook
SUSAN LYNN OLSON
EMILY SUE OLSON

Within 25 miles of Marshall, WI, Best Investors lists 135 registered investment advisory firms with 377 offices nearby, managing about $13.5T in combined regulatory AUM across 2,773,257 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 Marshall

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM