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Best financial advisors in Muskego, WI

Registered advisers within 25 miles of Muskego, WI.

Offices
741
Firms
243
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,762,018 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
NATIONAL ACCOUNTING AND BUSINESS SOLUTIONS, SC
J.P. MORGAN SECURITIES LLC
SEQUENT PLANNING, LLC
WORLD INVESTMENT ADVISORS, LLC

Investors

Daniel Paul Mares
Katie Ann Orvis
Collin Patrick Broderick
LISA J. RAMLOW
EGLANTINA ISMOLLI
PRABHJOT SINGH MALHOTRA
GREGORY MICHAEL DIETZ
ANDREW RUTHENBERG LAFONTAIN
TIMOTHY V WACHTER
Grant Mitchell Peyron
Joshua Christensen
Michael William Bafus
Samuel F Zabkowicz
BENJAMIN PAUL SMITH
JOHN A MARLIS
Julia Herman
Lauren A Ven Housen
JOSHUA PETER RINGELBERG
Nicholas Dean Johnson
Joseph Anthony Schilz
DENNIS JOHN MCCORMICK
JOHN ROBERT BRANDT
Marc Arlo Messinger
John Wasikowski
Jacob Robert Michalski
Christopher David Collins
ANDREW P LESAR
KENNETH STUCKERT

Within 25 miles of Muskego, WI, Best Investors lists 243 registered investment advisory firms with 741 offices nearby, managing about $14.6T in combined regulatory AUM across 2,762,018 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 Muskego

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