Best financial advisors in Montello, WI

Registered advisers within 25 miles of Montello, WI.

Offices

26

Firms

13

Combined AUM

$3.34T

Firm-wide filings, not assets booked only here

Clients

476K

476,083 clients when Item 5C has a number

Avg / client

$7.01M

Combined AUM ÷ clients

Nearby offices

THRIVENT INVESTMENT MANAGEMENT INC.

5 E Park St
Montello, WI 53949

STATE FARM INVESTMENT MANAGEMENT CORP.

228 S Main St
Westfield, WI 53964

10.5 miles away

U.S. BANCORP ADVISORS, LLC

102 S Pearl St
Princeton, WI 54968

11.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

104 EAST MAIN
PRINCETON, WI 54968-0062

11.7 miles away

EDWARD JONES

2910 NEW PINERY STE D
Portage, WI 53901

GRADIENT ADVISORS, LLC

118 W. Collins St
Portage, WI 53901

16.6 miles away

EDWARD JONES

105 N MAIN STREET
PARDEEVILLE, WI 53954

17.2 miles away

EDWARD JONES

305 E Albert St
Portage, WI 53901-1363

17.4 miles away

EDWARD JONES

145 E Cook St
Portage, WI 53901-2204

17.9 miles away

HARBOUR INVESTMENTS, INC.

130 E Cook St
Portage, WI 53901

THRIVENT INVESTMENT MANAGEMENT INC.

139 W Cook St
PORTAGE, WI 53901

LPL FINANCIAL LLC

311 E. WISCONSIN ST. SUITE 109
PORTAGE, WI 53901

ASSOCIATED INVESTMENT SERVICES, INC.

222 E WISCONSIN STREET
PORTAGE, WI 53901

AMERIPRISE FINANCIAL SERVICES, LLC

219 W COOK STREET
PORTAGE, WI 53901

EDWARD JONES

240 W COOK ST
PORTAGE, WI 53901

COMMONWEALTH FINANCIAL NETWORK

925A E Division Street
Wautoma, WI 54982

EDWARD JONES

W7815 STATE RD 21 & 73
WAUTOMA, WI 54982

20.2 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

222 W MAIN ST
WAUTOMA, WI 54982

20.3 miles away

LPL FINANCIAL LLC

310 W MAIN ST
WAUTOMA, WI 54982

20.3 miles away

EDWARD JONES

232 BROADWAY
BERLIN, WI 54923-1738

Firms

THRIVENT INVESTMENT MANAGEMENT INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

U.S. BANCORP ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

GRADIENT ADVISORS, LLC

HARBOUR INVESTMENTS, INC.

LPL FINANCIAL LLC

ASSOCIATED INVESTMENT SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

Investors

Jared Ryan Abbrederis

STEVEN CRAIG SIMONS

JASON MICHAEL STAUFFACHER

Jacob Paul Cote

KELLY ROXANNE MARSHALL

Troy D Simonson

Joia Lauren Jesa Simonson

Thomas Walter Romaniak

Daniel David Mael

Josh Taylor Vehring

Ryan Arthur Carmichael

BRIAN WADE WAELTI

TODD RUSSELL BRAAKSMA

JULIE JANE GROVES

CASSANDRA LEIGH WEIGEL

DOUGLAS ALDEN HALVERSON

STEVEN EDWARD BENCK

Jon Klamor Vehring

ANTHONY GEORGE SMYRNEOS

Travis Jeffrey Truesdale

BRIAN PATRICK GETCHIUS

David Austin Stevens

BRIAN LEE SONNENBERG

MICHELLE LEE RUSSELL

Within 25 miles of Montello, WI, Best Investors lists 13 registered investment advisory firms with 26 offices nearby, managing about $3.34T in combined regulatory AUM across 476,083 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 Montello

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM