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Best financial advisors in North Menomonie, WI

Registered advisers within 25 miles of North Menomonie, WI.

Offices
82
Firms
34
Combined AUM
$7.41T
Firm-wide filings, not assets booked only here
Clients
986K
986,479 clients when Item 5C has a number
Avg / client
$7.51M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PACKERLAND BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
GATEWAY WEALTH PARTNERS, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Investors

Kurtis Robert Brown
PAUL STEVEN FUHRMAN
JACOB NICHOLAS FUHRMAN
LUISA FERNANDA LEWIS
Jason Matthew Edward Johnson
TIMOTHY MARK CARLSON
Tanya JO Dean
JOEL RYAN RATZ
Michael Charles Braatz
Joel Glenn Helminiak
Jeremy Joseph Untz
Lucas Jay Wachewicz
JONATHAN MICHAEL KROENING
JACOB THOMAS CIMINO
AMANDA ANN GIESEN
JOHN ROBERT HEIKE
KYLE HENRY THORPE
COLTIN DAVID BREHM
Brennan J Anderson
SAMUEL MARTIN FERCH
JACQUELINE MARIE HUNT
Sawyer James Brown
DARCY MICHAEL BROWN
SCOTT RAYMOND EBERT
Benjamin Ray Ebert
TYLER JOHN SCHROYER
BRADY LOUIS ZWIEFELHOFER
Kari Scott
Katie Swenby
JOAN IRENE BARTZ
KARLYN RENEE ETHERIDGE
ANGELA MARIE BAGGETT
Daniel Joseph Schwaegel
Jason J Zwiefelhofer
MICHAEL JAMES HALL
THOMAS WILLIAM LIND

Within 25 miles of North Menomonie, WI, Best Investors lists 34 registered investment advisory firms with 82 offices nearby, managing about $7.41T in combined regulatory AUM across 986,479 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 Menomonie

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM