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Best financial advisors in Peshtigo, WI

Registered advisers within 25 miles of Peshtigo, WI.

Offices
26
Firms
13
Combined AUM
$3.15T
Firm-wide filings, not assets booked only here
Clients
516K
515,892 clients when Item 5C has a number
Avg / client
$6.11M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EQUITY SERVICES, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
NICOLET WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PACKERLAND BROKERAGE SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Justin James Oberg
Curtis Michael Kuchenberg
TYLER E DEGENEFFE
EDWARD BRUNO DEGENEFFE
JENNIFER LYNN GRANT
MATTHEW JOEL SCHUTTE
Brian D Sabel
Kyle J Klumb
Kody T Klumb
STEPHEN THOMAS GUSTMAN
MICHAEL JOHN MESSER
Jeremy Bartels
Joseph Klug
Tanessa Lynnette Klug
BROOKE C ROSE
ROBERT JOSEPH KUNTZE
Jason Eric Smerchek
PAUL MATTHEW AFTANAS
DINA LEE LOOMIS
MITCHELL BANASZAK
STEVEN G WESTENBERG
SUANNE MARIE CAIN
ZACHARY STEVEN WESTENBERG
Ethan J Linstad
Jody M VanLaanen
Matthew Jay Heling
Hunter Lee Mans
Kathleen Ann LeMay
Vincent Charles Baron
Ian Charles Wetzel
JORDAN C BECK
ALAN MARK DEWITT
LEIGH M HOWELL
Nicole Leigh Ehlert

Within 25 miles of Peshtigo, WI, Best Investors lists 13 registered investment advisory firms with 26 offices nearby, managing about $3.15T in combined regulatory AUM across 515,892 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 Peshtigo

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 HARBOUR INVESTMENTS, INC. 3,203 clients · 257 advisers $9.60B AUM