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Best financial advisors in Middleton, WI

Registered advisers within 25 miles of Middleton, WI.

Offices
377
Firms
148
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,099,855 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
BLACKHORN PARTNERS
HARBOUR INVESTMENTS, INC.
GLOBAL RETIREMENT PARTNERS LLC
SENTINEL ADVISORY GROUP, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
APEX FIDUCIARY ADVISORS LLC
SAVANT WEALTH MANAGEMENT
SHELLCREST FINANCIAL LLC
BEACON POINTE ADVISORS, LLC
MIDWEST ASSET MANAGEMENT, INC.

Investors

JEFFREY MAX SUPPLE
R.PHILIP PETROWSKI
JAY DUANE HINKENS
Devin Lowenberg
Neil S Decker
MICHAEL JON HARMELINK
PETER ROBERT SHULLA
Kelsee Rose Guest
Karly Jo Costanzo
CARY ARMIN GRUNDER
BRENTON LEE CASHORE
NATHAN FORD KEELING
Natalie Angelina Gardina
ANDREW PETER SHULLA
BRADLEY A NIEDER
BRONSON JOHN ENDRES
James Cooper
Trevor A Conti
KARL DETTMANN
BRENT MICHAEL PAHNKE
KYLE BRADLY PAHNKE
SCOTT EVANS WHITCOMB
MCKENZIE MOORE
Cherie Anne Gon
LAURI ANN SPERFSLAGE
Sandra Kaye Zimbric
THOMAS JAMES FREITAG
MEGAN E DORN
JAMES DREW TARP
Austin Flower
Kyra Faith Adrian
Megan Michelle Harris
Michael Timothy Mallon
Brennan D Blecker
Jacob Daniel Hauenstein
Hunter Joseph Baye
Samantha Leigh Blahnik
Bennett Joseph Wessley
Jack Robert Wilharm
BRENT ALAN LINDELL
SARAH ELIZABETH MCGINNISS
TRAVIS RICHARD CLIFF
SHIRLENE D CHART
JAMES MATTHEW HAYGOOD
Keith Gerald Lueck
Lillie F Perry
Stephen Francis Fuller
Noah James Tostrud
ZACH DONALD MEULEMANS
Robert Oliver Klitzke
KONRAD ZAGZEBSKI
MATTHEW ERWIN NIERMEYER
MICHAEL ANTHONY DUBIS
JAMES WILLIAM BYRD

Within 25 miles of Middleton, WI, Best Investors lists 148 registered investment advisory firms with 377 offices nearby, managing about $13.9T in combined regulatory AUM across 3,099,855 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 Middleton

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM