Best Investors Account Sign in

Best financial advisors in New Holstein, WI

Registered advisers within 25 miles of New Holstein, WI.

Offices
195
Firms
54
Combined AUM
$8.90T
Firm-wide filings, not assets booked only here
Clients
1.51M
1,506,465 clients when Item 5C has a number
Avg / client
$5.91M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
EAGLE STRATEGIES LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J. W. COLE ADVISORS, INC.
SMITH SECURITIES LLC
VERITAS FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
IHT WEALTH MANAGEMENT LLC
SUCCESS WEALTH MANAGEMENT LLC

Investors

KAREN LYNNE WEBER
LOGAN TAYLOR NIENHAUS
JUSTIN DAVID WEBER
JULIE J WOELFEL
DANIEL JAMES WEBER
Samantha Jo Bratz
Phillip A Kubichka
BRIAN PAUL RUH
KRISTA NICOLE HALBACH
BRADLEY LLOYD RUH
RONALD STEVEN SITZMAN
Rebecca Stella Elizabeth Winkel
Brandon Krupp
Gretchen Krupp
JEFFREY GERALD HEINEN
Amy Jean Komis
CLAIRE ANN WALMER
Richard T Stoker
Dana Nicole Tisch
WAYNE ROBERT FREUND
JEREMY NORMAN BURRI
MARGARET A WITTKOPP
Asneth Omare
JEAN ANN BLANKE
ADAM CHRISTOPHER MASON
Jennafer Lynn Wood
Christal Mulder
Eric Michael Desjarlais
TIMOTHY LYNN SAEGER
TRAVIS RICK STREBLOW
Paul Leal
Annie Leal

Within 25 miles of New Holstein, WI, Best Investors lists 54 registered investment advisory firms with 195 offices nearby, managing about $8.90T in combined regulatory AUM across 1,506,465 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 Holstein

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM