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Best financial advisors in Pewaukee, WI

Registered advisers within 25 miles of Pewaukee, WI.

Offices
791
Firms
266
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,778,872 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LASALLE INVESTMENT ADVISORS, INC.
MADISON PARTNERS
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARK AVENUE SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
SHAKESPEARE WEALTH MANAGEMENT, LLC
PRINCIPAL SECURITIES, INC.
FIDUCIAONE

Investors

David Michael Retkowski
Vaughn M Retkowski
DEREK THIEL
Nicholas VanderMolen
JOSEPH WALTER WOELFLE
THOMAS EDWARD TEISTER
NEAL ALLEN IGNATOWSKI
Susan Jakoblich
James Thomas Fitzgerald
JOHN MICHAEL FITZGERALD
Benjamin L'Empereur
Brian M Ericson-Huneck
ANTHONY SCOTT CARINI
IRINA VLADIMIROVNA LUETH
GREGORY NEBEL
MATTHEW WINTERS
DREW ALAN HEBBE
MARK ANDREW SMITH
KIERAN MICHAEL BIENEMAN
TIMOTHY JOHN MITTELSTADT
Michele R Olshanski
Troy Edward Deibert
BRIAN JOHN ELLENBECKER
NICHOLAS ANDREW ZIAREK
Ryan Robert Rink
ISAAC SULLIVAN CHARPENTIER
ANDREA MARGARET-SWANSBY BULEN
KEVIN MICHAEL REARDON
BRANDI LYNN Davidowski
DEREK JAMES DAHL
Howard Arthur Riemann
Samuel Michael Burkart
MARTA ELIZABETH BARTOLACCI
Jennifer Michelle Hipkiss
SAMUEL FREDERICK GIORDANO
TIMOTHY PATRICK DWYER

Within 25 miles of Pewaukee, WI, Best Investors lists 266 registered investment advisory firms with 791 offices nearby, managing about $15.0T in combined regulatory AUM across 2,778,872 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 Pewaukee

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