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Best financial advisors in Menasha, WI

Registered advisers within 25 miles of Menasha, WI.

Offices
315
Firms
99
Combined AUM
$9.26T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,687,993 clients when Item 5C has a number
Avg / client
$3.45M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
ASSOCIATED INVESTMENT SERVICES, INC.
J.P. MORGAN SECURITIES LLC
CONCEPTUAL FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
PRINCIPAL SECURITIES, INC.
SEQUOIA WEALTH MANAGEMENT, LLC

Investors

Stephanie Ann Kobin
Karley Marie Wardlow
CRAIG WEYENBERG
Michael Patrick Spielvogel
ROBERT DWANE PENCIL
ERIC CHRISTOPHER BLANKENFELD
Tammy S Stephan
RYAN MATTHEW MORGAN
CHAD LEE NEHRING
CRAIG L. MEYER
RICK J VAN DINTER
LORA S SQUIRES
Cameron Butler
Matthew Scott Marcinske
JULE BRANDON BUTLER
Brian Pat Asendorf
SCOTT DUWAYNE SCHEER
Jennifer Marie Busch
Cavan M Metzler
Jennifer Brunette
Kyle David Lukowitz
LAURA ROSE SORENSON
TODD JON FUNK
THOMAS JOSEPH ZIMMER
JOHN DAVID ZIMMER
ANGELA CHRISTINE ABBOTT
Eric Loughrin
BRANDON PHILIP DO-MCKENZIE
MICHAEL FRANCIS ZIMMER
BRANDON JAY WARMAN
Andrew Thomas Zimmer
Grant William Pierce
Anthony Lawrence Schad
THOMAS JAY JULIAN
TODD JOHN HIETPAS
Charles Lee Betz
MATTHEW KLETTI
KYLE KEITH MANN
Jonathan Lee Whitver
KERI ROSE TAYLOR
MARLO ANN BURNS
David A. Adams
Adam Alan Paal
Paula Simon
EMILIE ANN DERCKS
ANDREW VANDEHEY
JORDAN CHRISTINE VANDEHEY
Jason Edwin Berry
JOHN JAMES KOSMER

Within 25 miles of Menasha, WI, Best Investors lists 99 registered investment advisory firms with 315 offices nearby, managing about $9.26T in combined regulatory AUM across 2,687,993 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 Menasha

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM