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Best financial advisors in Medford, WI

Registered advisers within 25 miles of Medford, WI.

Offices
11
Firms
6
Combined AUM
$1.53T
Firm-wide filings, not assets booked only here
Clients
194K
193,531 clients when Item 5C has a number
Avg / client
$7.89M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
A-TEAM ADVISORS
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

RANDALL BARRY SCHOLL
BRADLEY ANDREW KMOSENA
Kris Ann Karaba
Courtney Kern
Russell A. Jablonsky
NATHAN JAMES BILODEAU
AARON KEITH SCHNEIDER
MADELYN WANKE
ANNIE MAE WERNER
SARA LEE BROST
DAVID LEE HRABY
BRYCE JOHN KELLEY
Jeremy Sperl

Within 25 miles of Medford, WI, Best Investors lists 6 registered investment advisory firms with 11 offices nearby, managing about $1.53T in combined regulatory AUM across 193,531 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 Medford

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 A-TEAM ADVISORS 1 advisers $71.0M AUM