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Best financial advisors in Merrill, WI

Registered advisers within 25 miles of Merrill, WI.

Offices
60
Firms
31
Combined AUM
$5.09T
Firm-wide filings, not assets booked only here
Clients
844K
843,951 clients when Item 5C has a number
Avg / client
$6.04M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
GLOBAL RETIREMENT PARTNERS LLC
BORGER CAPITAL MANAGEMENT LLC
KERBERROSE WEALTH MANAGEMENT, LLC
CAPITAL MANAGEMENT INVESTOR SERVICES, INC.
BUSKA WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
POINT WEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
FOCUS FINANCIAL

Investors

Kelly Brian ODay
Robert Michael Oemig
Joseph Robert Simkovic
David Scott Purmal
Kevin Allen Cohrs
Ian William Cohrs
Katie Ann Helmstadter
Carl Dodge
Christopher John Robinson
Mary Kathleen Piraino
Benjamin David Peterson
Keri Thut
Ludger Josef Borger
TODD JOSEPH GLIME
Blair David Otterholt
SHAWN PATRICK BRESNAHAN
David John Fredel
Colton Arlan Kielman
Kailey Elizabeth Berendsen
Zachary Michael Kyhos
Logan Thomas Woller
Ryan Michael Pecha
Jordan Alexander Thao
COLE JAMES BRUNER
DAN PAUL AUGUSTINE
Kimberly Anne Garski
JEREMY J REIF
RAYMOND ANTHONY SKARE
DUWAYNE WILLIAM BOETTCHER
JAMIE RAE CONNOR
BRUCE JAMES IATTONI
MICHAEL F PIEL
CHRIS LEE GROSSKREUTZ
JOSHUA WINTER
ZACHARY RICHARD MARTIN
ELIJAH CAREY GIOJA
NATHAN MICHAEL PIEL

Within 25 miles of Merrill, WI, Best Investors lists 31 registered investment advisory firms with 60 offices nearby, managing about $5.09T in combined regulatory AUM across 843,951 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 Merrill

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM