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Best financial advisors in Merrillan, WI

Registered advisers within 25 miles of Merrillan, WI.

Offices
6
Firms
5
Combined AUM
$1.91T
Firm-wide filings, not assets booked only here
Clients
494K
494,099 clients when Item 5C has a number
Avg / client
$3.86M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Kristin Anne Franks
Alex Mashak
TODD MICHAEL ANDERSON
JASON EDWIN BUCHINGER
James Gregory Heeg
Steven Emil Brinkman
DONN OSCAR JOHNSON
Paul Martin Reding

Within 25 miles of Merrillan, WI, Best Investors lists 5 registered investment advisory firms with 6 offices nearby, managing about $1.91T in combined regulatory AUM across 494,099 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 Merrillan

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 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM