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Best financial advisors in Mukwonago, WI

Registered advisers within 25 miles of Mukwonago, WI.

Offices
652
Firms
230
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,761,858 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

ASSOCIATED INVESTMENT SERVICES, INC.
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
COAST ADVISORY LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MWA FINANCIAL SERVICES INC.
HOHENSEE FINANCIAL SERVICES, INC.
U.S. BANCORP ADVISORS, LLC

Investors

PETER JAMES ENGSTROM
Scott Andrew Howard
SAMANTHA NICOLE GUTHRIE
SCOTT MICHAEL SCHREIBER
Lukas Scott Schreiber
JOHN OTTO SCHREIBER
Gary Alan Martens
Lisa Anne Hallenbeck
Timothy Joseph Martens
DAVID CORRIE HANSEN
Bradley R Richter
JONATHAN HENRY SCHOMBERG
Allison Clarice Sperindeo
GREGORY MICHAEL DIETZ
James Michael Jakscht
THOMAS LEROY DEPPE
Jeffrey Lee Rotfeld
Tara Leigh Rotfeld
Brian Bartz
STEVEN GREGORY KRAMER
MARK CHRISTOPHER PHILLIPS
KIMBERLY M MILLER
Michael Thomas Ruggles
Mark Anthony Mattiacci
RYAN MATTHEW STELZER
Patrick Alan Schultz
Tyler Mathew Demge

Within 25 miles of Mukwonago, WI, Best Investors lists 230 registered investment advisory firms with 652 offices nearby, managing about $14.6T in combined regulatory AUM across 2,761,858 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 Mukwonago

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM