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Best financial advisors in Park Falls, WI

Registered advisers within 25 miles of Park Falls, WI.

Offices
4
Firms
4
Combined AUM
$777B
Firm-wide filings, not assets booked only here
Clients
131K
131,017 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DIANA LYNN SKAWINSKI
MATTHEW GARY KRUEGER
CARL ANDREW VANDENBURG
Robert Arthur Oliver Anderson

Within 25 miles of Park Falls, WI, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $777B in combined regulatory AUM across 131,017 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 Park Falls

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

1 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 2 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM