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Best financial advisors in Minocqua, WI

Registered advisers within 25 miles of Minocqua, WI.

Offices
17
Firms
13
Combined AUM
$4.85T
Firm-wide filings, not assets booked only here
Clients
726K
726,188 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
RBC CAPITAL MARKETS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SGL FINANCIAL, LLC
ASSOCIATED INVESTMENT SERVICES, INC.
OMELINA GROUP WEALTH MANAGEMENT INC.
PRINCIPAL SECURITIES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

JEFFREY SCOTT BOEHM
Alise M Jablonsky
LOVELL LLOYD ROE
LAURA LEE BORSKI
MATTHEW C KLUETZ
CLARA Marie METZ
Carmen S Strasburg
MARK JOSEPH FRIDAY
Brian Keith Nerdahl
Garrett Scott Mann
THOMAS WILLIAM JENSCH
Aaron Michael Muzzy
GEORGE EDWARD MILLER
John MICHAEL Bennett
Matthew A Kock
KURT DUANE VELDHUIZEN
SUSAN F KNAPSTEIN
CHRISTINE M ULLIUS
FREDERICK GARY WOTRUBA
Richard Erwin Brostowitz
JOHN G HILBERT
Amanda Krueger
River Nicklaus
MEGHAN MAY MCFARLAND ANDERSON
MATTHEW ALLEN TRYPUC
SHANE MICHAEL ZARUBA
MICHAEL RAY BOYD
Bryan James Kronberger
TRAVIS JOSEPH BROCK
DAVID ROBERT MANNIKKO
DAVID SCHMITZ
Daily Katherine Erickson
ROBERT STEVEN OMELINA
GEORGE JULIUS FOLLSTAD
ZACKERY THOMAS PETERSON
NATHAN WESTPHAL

Within 25 miles of Minocqua, WI, Best Investors lists 13 registered investment advisory firms with 17 offices nearby, managing about $4.85T in combined regulatory AUM across 726,188 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 Minocqua

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM