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Best financial advisors in Pleasant Prairie, WI

Registered advisers within 25 miles of Pleasant Prairie, WI.

Offices
374
Firms
131
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,794,762 clients when Item 5C has a number
Avg / client
$4.02M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
JOHNSON WEALTH INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
UTES WEALTH STRATEGIES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SERENITY INVESTMENT ADVISORS
U.S. BANCORP ADVISORS, LLC
JORDAN FINANCIAL LIFE PLANNING
PORTFOLIO MEDICS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

GAVIN DANIEL CARLSON
JOHN WALES BUSEY
STEPHEN JOSEPH LEVONOWICH
JAMIE KENT YOUNG
SEAN WELSH
CANDICE M BAKER
BRIAN K GREGG
Deborah Ann Besenhofer
WILLIAM EDWARD UTES
Daniel Morgan Rolls
JOHN LEO CHIAPPETTA
DONALD JOHN MCCULLOUGH
WILLIAM T. SPARKS
THOMAS J HELLER
ANDREW T HELLER
ROBERT JAMES WICKENKAMP
Sean Kyle O'Connor
Kira Peggy Cole
Kevin John Kiesig
BRENDA ANN HAFEMAN
BARRY MARTIN PROCTOR
TERRY LYNN BACKMANN
Ana E McKinley
DAVID PAUL JORDAN
MARIA GERALYN FLIESS
KELLY SUE BANNER
William Thomas Smith
KEITH WILLIAM DREGER
SCOTT PAUL HERRMANN
Kyle Kibar
Michael G Morrone
STEFANIE ANN THEUER

Within 25 miles of Pleasant Prairie, WI, Best Investors lists 131 registered investment advisory firms with 374 offices nearby, managing about $11.2T in combined regulatory AUM across 2,794,762 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 Prairie

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