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Best financial advisors in New Franken, WI

Registered advisers within 25 miles of New Franken, WI.

Offices
155
Firms
56
Combined AUM
$8.38T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,574,382 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
MIDWESTERN SECURITIES TRADING COMPANY, LLC
PACKERLAND BROKERAGE SERVICES, INC.
NEWEDGE ADVISORS
OSAIC WEALTH, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ASSOCIATED INVESTMENT SERVICES, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MACCO FINANCIAL GROUP, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

ANDREA LEA MADSON PFEFFERMAN
Christian Madson Neuville
MICHAEL PATRICK MADSON
Josie Streicher
KACY LYN ALLEN
Erin Lea Hackbart
DANA BRANDL TUPPER
GAIL M THIRY
RYAN ROBERT GESCHKE
MARSHA ANN WALLS
Lee Revolinski
Alan Craig Hicks
Eric Albert Flick
Harrison Prange
Michael Schneider
David John Demeuse
Gideon Hicks
David Tulig
Kyle M Larson
Mason Schauer
EVAN MICHAEL HEIM
JEANNE LYNN WOLF
JEFFREY CHARLES GORDON
CHRISTOPHER TAD JAWORSKI
RYAN JAMES JOHNSON
KEVIN JOHN HOOPS
COREY G SHERF
NICHOLAS GLEN JOHNSON
SAMUEL RIEDY TIMMERMAN
Ethan Hoops
CHRISTOPHER JOHN SITEK
THOMAS MICHAEL DELLISE
CHRISTELYN LEA BAYERL
Kathleen Gude
DANIEL Dennis RETZLAFF
DANIEL ARTHUR CAPE
Lyndsey Anne Doro
ALEX Thomas OTTO
TODD G PIONTEK
Jordan T Parkin
JACOB JEFFREY RABAS
Charles Bruce Wilson
LLOYD ADAM LEUTHNER
NOLA VALERIE LEUTHNER
James Thomas Grasee
James Dale Johnson
LAURA KAY GALARNEAU MOSSAKOWSKI
Alyssa Marie Helmrick
Anthony Tremblay
MICHAEL JOHN MACCO
PATRICK NATHAN STOA
Andrew Murray Froelich
Morgan Rae Cain
TIONA TERRY PETROUSKE
Lydia Campbell

Within 25 miles of New Franken, WI, Best Investors lists 56 registered investment advisory firms with 155 offices nearby, managing about $8.38T in combined regulatory AUM across 1,574,382 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 Franken

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM