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Best financial advisors in Mayville, WI

Registered advisers within 25 miles of Mayville, WI.

Offices
109
Firms
33
Combined AUM
$6.16T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,060,733 clients when Item 5C has a number
Avg / client
$5.81M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
GRADIENT SECURITIES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
PACKERLAND BROKERAGE SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Anthony J Pochowski
Michael Julius Baerwald
LARRY CLIFFORD DOGS
JONATHAN DOUGLAS LEONARD
Joel Lee Heeringa
Stephen Elmer Vessey
Christopher W Kuenzi
Mark Matthew Killingsworth
Adelio Ikonomi
DUANE EDWARD OHLAND
MICHAEL J KAPETS
ROLAND WALTER MOLL
Monica McGauley
JONATHON E VENHUIZEN
Richard Lee Matravers
Garrett L Moody
Kylar Narance
Austin John Armga
Kevin J Carnine
Katie L Kohn
Matthew Edward Emmer
Dustin Darold Meisel
DEBRA A SMITH
Matthew Thomas Heiar
JOHN WILLIAM GREY
Spencer Oemig
BRIAN PATRICK HANNAN
PATRICK ROYAL CLARK
CALVIN LEE HEMLING
JAMIE LEE HENNING
David Brian Geschke
Rebecca Davison
Amber Michelle Vanderwal
Mary Jo Homan
Andrew Douglas Mehan

Within 25 miles of Mayville, WI, Best Investors lists 33 registered investment advisory firms with 109 offices nearby, managing about $6.16T in combined regulatory AUM across 1,060,733 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 Mayville

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM