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Best financial advisors in Milltown, WI

Registered advisers within 25 miles of Milltown, WI.

Offices
28
Firms
13
Combined AUM
$4.86T
Firm-wide filings, not assets booked only here
Clients
446K
445,966 clients when Item 5C has a number
Avg / client
$10.9M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HARVEST HORIZON WEALTH STRATEGIES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
ASCENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

BRYAN HARLEY MOORE
Theresa Georgeann Tihanyi
Kirsten A Koenig
Mark Joseph Bauer
Joseph Thomas Casey
JON PAUL JACOBSON
Rebecca Ann Berg
Margaret Koenig
Jose Alvarez
SHERRI JEAN MUNKELWITZ
Ross Douglas Olson
Debra Ann Kindschy
Ryan Collins
Eric Morrissey
SCOTT ALAN RACINE
MICHAEL PATRICK CALLANAN
BRANDON LEE GRABER
MATTHEW SCOTT CASEY
MARK DAVID ALMLIE
Adele Annalene Hensley
TIMOTHY DONALD PAULEY
Steven J Wright
Tucker Hazzard
Dan Virgil Edaburn
KYLE OVERBY
THOMAS RICHARD KOEHN
MICHAEL SEAN O'MALLEY

Within 25 miles of Milltown, WI, Best Investors lists 13 registered investment advisory firms with 28 offices nearby, managing about $4.86T in combined regulatory AUM across 445,966 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 Milltown

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM