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Best financial advisors in North Freedom, WI

Registered advisers within 25 miles of North Freedom, WI.

Offices
45
Firms
16
Combined AUM
$3.04T
Firm-wide filings, not assets booked only here
Clients
543K
542,991 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

DIAMOND WEALTH PARTNERS
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
EDWARD JONES
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
INDEPENDENT FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
HARBOUR INVESTMENTS, INC.
ASSOCIATED INVESTMENT SERVICES, INC.

Investors

Jeremiah Jon Olson
NATHAN PAUL KELLER
DAVID JUDD EDWARDS
JAMES MORREY
ROBERT MICHAEL RYNES
Thomas Harold Wendler
JASON R RASMUSSEN
CHARLES WILLIAM RIEDESEL
Dennis Ryland Crow
Eric Riedesel
TREVOR DUNCAN AGNEW
Robert David Hatch
ZACHARY DAHL
Scott LaMontagne
PAUL WILLIAM ZANDER
Jon Klamor Vehring
STEVEN EDWARD BENCK
TODD RUSSELL BRAAKSMA
BRIAN WADE WAELTI
Josh Taylor Vehring
Ryan Arthur Carmichael
Keaton Straka
DOUGLAS ALDEN HALVERSON
JULIE JANE GROVES
CASSANDRA LEIGH WEIGEL
Daniel David Mael

Within 25 miles of North Freedom, WI, Best Investors lists 16 registered investment advisory firms with 45 offices nearby, managing about $3.04T in combined regulatory AUM across 542,991 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 North Freedom

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM