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Best financial advisors in New Berlin, WI

Registered advisers within 25 miles of New Berlin, WI.

Offices
769
Firms
257
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,551 clients when Item 5C has a number
Avg / client
$6.07M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WORLD INVESTMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
ROSSBY FINANCIAL, LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
ALONGSIDE, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
ENCOMPASS MORE ASSET MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

BRADLEY CHARLES BALDRIDGE
KENNETH STUCKERT
JEFFREY SCOTT STUCKERT
JOHN BERNARD HILLYER
CHRISTOPHER THOMAS YINGLING
DAVID QUENTIN KUTSCHENREUTER
JENNIFER LYNN SZEKLINSKI
John L Veal
Thomas P. Murray
David Tuttle
Patrick D. Buss
Christopher John Lewein
JEREMY PHILLIP KEIL
John M. Kurcz
Brandon Terry Boyer
Evan David Salentine
MICHAEL JOHN VIOLETTE
REZART ISMOLLI
JACKSON ROBERT GALLAGHER
Scott Eric Anderson
ERIK C PINTER
JAMES DANIEL LONGE
KEITH BROFSKY
TRENT KEALII SANTOS
David Madey Grzesk
Robert V Du Charme
TIMOTHY ANTON NOORDYK
James Alexander Sayas
Daniel Thomas Bresson
Maxwell Marc Boehm
DAVID ANDREW HESSEL
RUSSELL EUGENE KENITZER
NEIL LAWRENCE DUNHAM
Susy Suarez Lemcke
MARY ELIZABETH BUSH
PAUL M BROESCH
Justin Timothy Brellenthin
STEVEN GREGORY SENSIBA

Within 25 miles of New Berlin, WI, Best Investors lists 257 registered investment advisory firms with 769 offices nearby, managing about $16.9T in combined regulatory AUM across 2,777,551 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 New Berlin

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM