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Best financial advisors in Monona, WI

Registered advisers within 25 miles of Monona, WI.

Offices
372
Firms
141
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,623 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

BANKERS LIFE ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
GLOBAL RETIREMENT PARTNERS LLC
EDWARD JONES
PARK CAPITAL MANAGEMENT, LLC
VALMARK ADVISERS, INC.
WEA FINANCIAL ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
1208 CAPITAL MANAGEMENT, LLC
CALCULATED WEALTH
ATLATL ADVISERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NVNG INVESTMENT ADVISORS, LLC
MENDOTA FINANCIAL GROUP, LLC
HEALTHX MANAGEMENT, LLC
WALLEYE PARTNERS LLC
LINDENWOOD FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Investors

PATRICK ROBERT FASICK
TIMOTHY DROSTER
VERONIKA V REDDING
CHARLES EDWARD BENTON
Kayla Wheeler
BETSY ANNE FAGEN
NATHAN ANDREW FALK
JULIE ALISE WHITE
Pamela Elaine Gabrish
RHONDA ALLEN
BRYAN HILL
Neal Raymond Andrews
LISA ANN STEIN
JESSE JAMES SEYMOUR
DAVID ERIC FAGEN
NEAL ALLEN LISCHKA
MICHAEL D NOFSINGER
BRUCE WILLIAM HAGEN
JOHN H KALFAYAN
JAPHETH BAKER
REBECCA J KIRCHBERG
DAVID GARLAND LINGLE
PENELOPE PACK
EKATERINA IVANOV
Gregory Gard
SHAWN PETER RYALS KELLER
Joseph Donald Capouch
Joshua R Grotheer
Marc James Haberli
DANIEL JAMES SPELLMAN
Alyssa L Thompson
CLINTON LEE BAUCH
JOHN PAUL FRIAR
CAMERON T GRAY
SCOTT E KELLY
ANDREA LYNN HARTWIG
Anna Kayla Edelstein
Alexandra Rebecca Rabb
PIOTR WOLYNSKI
Nathan Roger Byers
CRAIG ALLEN RATZ
JASPER DOMINIC VACCARO
Hunter Donna Klus Wedel
MARK ALEXANDER FEDENIA
CYNTHIA G FARNSWORTH
ROSS ALEXANDER FEDENIA
MARY LYNNE PATCH
ROBERT C KNIPRATH
Nicholas Dennis Amtmann
SCOTT JEREMY RICHARDSON
SHARON MARIE BLECHINGER
JORDAN TIMOTHY TRUTTSCHEL
Jonah Tyler Nelson
Richard George Wittmann
Justin Daniel Hanson
JOHN PHILIP POELS
Daniel K Schuh
Douglass Belt
OWEN ANTHONY AHRENS
BRIAN ALLEN HELLMER
DANIEL ARTHUR GRESCH
ETHAN RICHARD AHRENS
KURT MATHIAS AHRENS
Stephanie Ann Blankenheim
MATTHEW ARMSTRONG GOETZKE
CORBIN C MCGUIRE
BRIAN KEITH DONLEY
KATHERYN MARIE LINDQUIST
John Schroder
Justin Charles Gasser
Jeffrey Wayne Cady

Within 25 miles of Monona, WI, Best Investors lists 141 registered investment advisory firms with 372 offices nearby, managing about $13.5T in combined regulatory AUM across 2,777,623 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 Monona

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