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Best financial advisors in Millston, WI

Registered advisers within 25 miles of Millston, WI.

Offices
11
Firms
6
Combined AUM
$2.56T
Firm-wide filings, not assets booked only here
Clients
618K
618,448 clients when Item 5C has a number
Avg / client
$4.14M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EQUITABLE ADVISORS, LLC
MBE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Kristin Anne Franks
Alex Mashak
TODD MICHAEL ANDERSON
JOSEPH LEE BERRY
TROY LEE HILYARD
JASON PAUL HENRICH
BRENT DOUGLAS BRINKER
TIMOTHY BRIAN MOY
Baylee Ann Shifflet
CHADWICK FOSTER GAFFNEY
AUSTIN TIMOTHY LINS
Justin Mitchell Philipp
Calvin David Peterson
Mitchell Monson
Roger Leonard Bakken
Brooke M Bakken
Jeremiah Joseph Haun
RICK MICHAEL CARLSON
MARTHA ELLEN KLATT
RYAN PHILLIP EGSTAD
ALEX RYAN EGSTAD
RONALD EUGENE BRIESKE
JOEL ADAM BRIESKE
Jeffrey Michael Brieske
Nichole Marie Martin
Griffin Moe
JOHN FRANCIS BUDIN
Kristi Kaye Budin
Heidi L Lydon

Within 25 miles of Millston, WI, Best Investors lists 6 registered investment advisory firms with 11 offices nearby, managing about $2.56T in combined regulatory AUM across 618,448 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 Millston

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 MBE WEALTH MANAGEMENT, LLC 13 advisers $977M AUM