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Best financial advisors in Mount Hope, WI

Registered advisers within 25 miles of Mount Hope, WI.

Offices
15
Firms
7
Combined AUM
$2.55T
Firm-wide filings, not assets booked only here
Clients
373K
372,600 clients when Item 5C has a number
Avg / client
$6.85M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ARETE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HARBOUR INVESTMENTS, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC

Investors

Tyler Dornink
MERLIN EARL AMES
Mitchel Paul Kratochvill
Robert William Bird
DOUGLAS JEROME CRUBEL
Sara Jo Stowell
TYLER MICHAEL KOZELKA
Kristin N. Hill
Kimberly Geneva Schmelz
Jeffrey James Clausen
Allie A Thornton
Benjamin Denton Achenbach
James Michael Jones
Bridget Nichols
ANDREW DOUGLAS REIMER
Lori Jean Barry
JEREMY JOHN SIMPLOT

Within 25 miles of Mount Hope, WI, Best Investors lists 7 registered investment advisory firms with 15 offices nearby, managing about $2.55T in combined regulatory AUM across 372,600 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 Hope

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 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 HARBOUR INVESTMENTS, INC. 3,203 clients · 257 advisers $9.60B AUM 7 ARETE WEALTH ADVISORS, LLC 35 clients · 149 advisers $2.75B AUM