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Best financial advisors in MCFARLAND, WI

Registered advisers within 25 miles of MCFARLAND, WI.

Offices
8
Firms
5
Combined AUM
$2.63T
Firm-wide filings, not assets booked only here
Clients
103K
103,250 clients when Item 5C has a number
Avg / client
$25.5M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
INDEPENDENT FINANCIAL GROUP, LLC
NEUENSCHWANDER ASSET MANAGEMENT, LLC
OSAIC WEALTH, INC.
STRATEGIC ADVISERS LLC

Investors

Joseph Thomas Mueting
David Andrew Cappozzo
Mitchell Jordan
Amanda L Calabrese
Tyler James Wedel
Brian P Martin
Daniel Kevin O'Brien
David John O'Brien
Andrew Clayton Litt
THOMAS LESLIE DAHL
ROY ERNEST NEUENSCHWANDER
JAMES VINCENT MURPHY
TIMOTHY JAMES NEUENSCHWANDER
STEVEN LESLIE KESSENICH
JENNIFER TRYZNA

Within 25 miles of MCFARLAND, WI, Best Investors lists 5 registered investment advisory firms with 8 offices nearby, managing about $2.63T in combined regulatory AUM across 103,250 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 MCFARLAND

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 INDEPENDENT FINANCIAL GROUP, LLC 301 clients · 504 advisers $12.9B AUM 5 NEUENSCHWANDER ASSET MANAGEMENT, LLC 20 clients · 3 advisers $174M AUM