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Best financial advisors in Phillips, WI

Registered advisers within 25 miles of Phillips, WI.

Offices
3
Firms
3
Combined AUM
$256B
Firm-wide filings, not assets booked only here
Clients
58.6K
58,631 clients when Item 5C has a number
Avg / client
$4.37M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J. W. COLE ADVISORS, INC.

Investors

MATTHEW GARY KRUEGER
DIANA LYNN SKAWINSKI
AARON M GAGO

Within 25 miles of Phillips, WI, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $256B in combined regulatory AUM across 58,631 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 Phillips

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

1 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 2 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 3 J. W. COLE ADVISORS, INC. 1,971 clients · 510 advisers $8.25B AUM