Best financial advisors in Menomonie, WI

Registered advisers within 25 miles of Menomonie, WI.

Offices

83

Firms

34

Combined AUM

$7.41T

Firm-wide filings, not assets booked only here

Clients

986K

986,479 clients when Item 5C has a number

Avg / client

$7.51M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

2521 BROADWAY ST S STE 2
MENOMONIE, WI 54751-3914

PACKERLAND BROKERAGE SERVICES, INC.

320 23RD AVE E
MENOMONIE, WI 54751

LPL FINANCIAL LLC

500 MAIN ST
MENOMONIE, WI 54751

EDWARD JONES

503 BROADWAY ST S SUITE 50
MENOMONIE, WI 54751-3092

LPL FINANCIAL LLC

444 SOUTH BROADWAY
MENOMONIE, WI 54751-0160

THRIVENT INVESTMENT MANAGEMENT INC.

1509 Stout Rd
Menomonie, WI 54751

AMERIPRISE FINANCIAL SERVICES, LLC

700 WOLSKE BAY ROAD SUITE 230
MENOMONIE, WI 54751

EDWARD JONES

394 Red Cedar Street Ste 1
MENOMONIE, WI 54751

OSAIC WEALTH, INC.

393 RED CEDAR ST SUITE 4
MENOMONIE, WI 54751

LPL FINANCIAL LLC

2919 SCHNEIDER AVE SE
MENOMONIE, WI 54751

STATE FARM INVESTMENT MANAGEMENT CORP.

1125 Broadway St N Ste 1
Menomonie, WI 54751

THRIVENT INVESTMENT MANAGEMENT INC.

1125 BROADWAY ST N
MENOMONIE, WI 54751

PRINCIPAL SECURITIES, INC.

1421 N BROADWAY STE 113
MENOMONIE, WI 54751

LPL FINANCIAL LLC

210 W MAIN STREET
DURAND, WI 54736

15.4 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

313 W Main St
Durand, WI 54736

15.5 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

103 E OAK ST
GLENWOOD CITY, WI 54013

18.6 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

2523 W. FOLSOM STREET SUITE A1
EAU CLAIRE, WI 54703

18.9 miles away

EDWARD JONES

2408 Vine Street
EAU CLAIRE, WI 54703

19.1 miles away

GATEWAY WEALTH PARTNERS, LLC

4319 Jeffers Road Suite 202
Eau Claire, WI 54703

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

1231 MENOMONIE ST SUITE E
Eau CLAIRE, WI 54703-6636

20.1 miles away

Firms

PACKERLAND BROKERAGE SERVICES, INC.

LPL FINANCIAL LLC

THRIVENT INVESTMENT MANAGEMENT INC.

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

PRINCIPAL SECURITIES, INC.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

GATEWAY WEALTH PARTNERS, LLC

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Investors

Kurtis Robert Brown

PAUL STEVEN FUHRMAN

JACOB NICHOLAS FUHRMAN

LUISA FERNANDA LEWIS

Jason Matthew Edward Johnson

TIMOTHY MARK CARLSON

Michael Charles Braatz

Joel Glenn Helminiak

Jeremy Joseph Untz

Lucas Jay Wachewicz

JONATHAN MICHAEL KROENING

JACOB THOMAS CIMINO

AMANDA ANN GIESEN

JOHN ROBERT HEIKE

KYLE HENRY THORPE

COLTIN DAVID BREHM

Brennan J Anderson

SAMUEL MARTIN FERCH

JACQUELINE MARIE HUNT

Sawyer James Brown

DARCY MICHAEL BROWN

SCOTT RAYMOND EBERT

Benjamin Ray Ebert

TYLER JOHN SCHROYER

BRADY LOUIS ZWIEFELHOFER

JOAN IRENE BARTZ

KARLYN RENEE ETHERIDGE

ANGELA MARIE BAGGETT

Daniel Joseph Schwaegel

Jason J Zwiefelhofer

MICHAEL JAMES HALL

THOMAS WILLIAM LIND

Within 25 miles of Menomonie, WI, Best Investors lists 34 registered investment advisory firms with 83 offices nearby, managing about $7.41T in combined regulatory AUM across 986,479 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 Menomonie

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM