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Best financial advisors in Pleasant Pr, WI

Registered advisers within 25 miles of Pleasant Pr, WI.

Offices
340
Firms
121
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
1.74M
1,743,365 clients when Item 5C has a number
Avg / client
$6.27M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
HARBOUR INVESTMENTS, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
EQUITABLE ADVISORS, LLC
JORDAN FINANCIAL LIFE PLANNING
PORTFOLIO MEDICS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Kyle Kibar
Daniel Morgan Rolls
Peter Alan Cole
Teresa Ellen Chadha
Kevin John Kiesig
Jeffrey Carl Perry
GAVIN DANIEL CARLSON
JOHN WALES BUSEY
STEPHEN JOSEPH LEVONOWICH
JAMIE KENT YOUNG
SEAN WELSH
STEVEN RAY PADDOCK
STEFANIE ANN THEUER
Deborah Ann Besenhofer
JOSHUA ALAN ZOERNER
JOHN LEO CHIAPPETTA
DONALD JOHN MCCULLOUGH
WILLIAM T. SPARKS
THOMAS J HELLER
ANDREW T HELLER
ROBERT SCOTT FLEMING
JANET MARY FRANZ
FRANK JAMES RUSSO
TERRY LYNN BACKMANN
Ana E McKinley
DAVID PAUL JORDAN
MARIA GERALYN FLIESS
KELLY SUE BANNER
William Thomas Smith
KEITH WILLIAM DREGER
SCOTT PAUL HERRMANN
Daniel Joseph Pascucci
Brooke Kreuser
Jaclyn Smith

Within 25 miles of Pleasant Pr, WI, Best Investors lists 121 registered investment advisory firms with 340 offices nearby, managing about $10.9T in combined regulatory AUM across 1,743,365 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 Pleasant Pr

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM