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Best financial advisors in Onalaska, WI

Registered advisers within 25 miles of Onalaska, WI.

Offices
105
Firms
35
Combined AUM
$5.22T
Firm-wide filings, not assets booked only here
Clients
765K
765,156 clients when Item 5C has a number
Avg / client
$6.82M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
VALMARK ADVISERS, INC.
PRINCIPAL SECURITIES, INC.
FIDUCIARY FINANCIAL PLANNING NETWORK
INTERACTIVE FINANCIAL ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERCER GLOBAL ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
ROBERT W. BAIRD & CO. INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
U.S. BANCORP ADVISORS, LLC

Investors

Justin James Wise
Karolyn Wood Winkler
Kristine Kay Birkholz
KRISTY LYN PETERS
JOSHUA THOMAS LIEDER
DANIELLE B AMUNDSON
JESS JEROME HUMPAL
TYLER J LOEFFELHOLZ
Cody Michael Hougom
Todd Jack Olson
Howard Delbert Patchin
Todd Chase Jordan
Freeman Timothy Linde
Michael Thomas Swartz
KATHRYN IRENE WIEGREFE
Jacob Ryan Shamban
Benjamin Gibson
MARK ALLEN BERTRANG
NATHAN GEORGE BECKER
Timothy James Bramlett
JEANNIE LEE DUBIEL
JASON SCOTT SOBOLIK
LUCAS EDWARD SCHWALLER
JEFFREY MELVIN LOKKEN
BENJAMIN WILLIAM KAUTZ
Haana Brumder Frank
CLIFFORD RAY WARDEN
Joel Phillip Dettwiler
Joseph Michael Lewis
Kenneth James Kalk
MICHAEL WALTER KLAUKE
EVE M Opland
Andrew Thomas Sahlstrom
LISA JANE NEWMAN
GEOFFREY WAGNER KLOS
DAVID SCOTT DAVIES
Esley J Henkes
TYLER JOHN ADAMS
Megan E Preston
Jacob Isaiah Udermann
DANIEL J ODENBACH
JOSHUA LEN MATHISON
SHANE D STUHR
Jennifer Gittens
Lee Ann Hertzfeldt
THEODORE D EVERSON
Benjamin Scott Lachecki

Within 25 miles of Onalaska, WI, Best Investors lists 35 registered investment advisory firms with 105 offices nearby, managing about $5.22T in combined regulatory AUM across 765,156 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 Onalaska

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM