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Best financial advisors in Palmyra, WI

Registered advisers within 25 miles of Palmyra, WI.

Offices
309
Firms
98
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
1.75M
1,746,709 clients when Item 5C has a number
Avg / client
$7.26M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
HOHENSEE FINANCIAL SERVICES, INC.
COAST ADVISORY LLC
LPL FINANCIAL LLC
CWM, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
COORDINATED CAPITAL SECURITIES, INC.
ASSOCIATED INVESTMENT SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MWA FINANCIAL SERVICES INC.

Investors

JONATHAN HENRY SCHOMBERG
Allison Clarice Sperindeo
Ryan William Quamme
Joshua Henry Peterson
Alister B Huss
SUSAN RENEE FOLEY
Garrett Martin Larson
AURELIO TIANGCO CALLOPE
JAROD AUSTIN SCHUT
Heather Marie Stelzer
Kent Jameson Hutchins
Brittany Mikayla Kim Skelton
RYAN MATTHEW STELZER
David Richard Blend
David J Strohmayer
Danielle Cull
Karen Jean Arenz
James Michael Jakscht
THOMAS LEROY DEPPE
Bradley R Richter
TODD ALAN WOLFF
TAYLOR ROBERT SMITHYMAN
THOMAS JAMES NOEL
DEBRA ELLEN RANGUETTE
VALERIE MARGARET JONES
Nicholas Richard Simonson
MAURICE HEBB
CALLAHAN TULLY
KAREN KALLEM
SARA DANIELLE WILLIAMS
DREW JACOB WILLIAMS
Julie Lynn Nachtigal
RALPH EDWARD LASSA
PETER JAMES ENGSTROM
Scott Andrew Howard
Brian Bartz
Bruce Curtis Waller
Michael J Ehlers
Logan C Ruesch
STEVEN GREGORY KRAMER
MARK CHRISTOPHER PHILLIPS

Within 25 miles of Palmyra, WI, Best Investors lists 98 registered investment advisory firms with 309 offices nearby, managing about $12.7T in combined regulatory AUM across 1,746,709 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 Palmyra

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM