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Best financial advisors in Mount Calvary, WI

Registered advisers within 25 miles of Mount Calvary, WI.

Offices
114
Firms
35
Combined AUM
$5.32T
Firm-wide filings, not assets booked only here
Clients
993K
992,936 clients when Item 5C has a number
Avg / client
$5.36M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Jennafer Lynn Wood
Christal Mulder
TIMOTHY MAXWELL BRENNAN
LISA KAE ADAMS
Anna Carlson
Jennifer Lynn Flenz
Robert Lee Cox
BRIAN JONES
SHAWN LONGLEY
LYNN HAEFS
JAMES TAYLOR
WAYNE ROBERT FREUND
Matthew Paul Hellmer
Jeffrey L Wills
TODD WILLIAM LOWE
Christopher Vitton
Hannah Bess Muraski
Margaret Millin Moses
Matthew Moses
Benjamin Charles Baertschy
Robert Bruce
Connor Frederick Heck
Jacob Thomas Norlander
Kristen Anne Crass
Gerald Jake Resop
Douglas Alexander Eyssautier
CARL HUGH RICKMEIER
CARL JOHN HELLEBERG
JOHN ARMAND WELSCH
KRISTAN LEE JANSSEN
MICHAEL ALPHONSE KORB
Jennifer Anne Riedeman
WILLIAM RICHARD MAHLIK
JESSICA ANN GEISZLER

Within 25 miles of Mount Calvary, WI, Best Investors lists 35 registered investment advisory firms with 114 offices nearby, managing about $5.32T in combined regulatory AUM across 992,936 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 Mount Calvary

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM