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Best financial advisors in Pleasant Valley, WI

Registered advisers within 25 miles of Pleasant Valley, WI.

Offices
174
Firms
63
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,614,506 clients when Item 5C has a number
Avg / client
$4.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PORTFOLIO DESIGN SERVICES, LLC
CX INSTITUTIONAL, LLC

Investors

Brian Lawrence Bedford
Jennifer Most
CHRISTOPHER AARON WICKER
CHAD EDWARD SHAFER
MARSHA GRACE SHAFER
KAREN LYNN STAI KOENIGS
JAMES EDWARD WOLF
DAREN JAMES POWERS
MacKenzie Stephen Zajec
ALEXANDER PAUL BURIAN
Kendra Elizabeth Sievers
WAYNE STEVEN WULF
James M Williamson
MELANIE NEA WHITCOMB
JESSE ALAN KVITEK
ADAM JOHN SWANDA
STAN DANIEL FALKENHAGEN
Shannon Lea McDaniel Mehls
JANELLE LARIE LIND
Brian McQuade
Nicholas Ryan Jackson
Teresa Hernandez
Angela Kay Tille
BRUCE DAVID SWANSON
TONYA ANN SWINNEA
Vincent Wade Seidling
MICHAEL JOSEPH PEPIN

Within 25 miles of Pleasant Valley, WI, Best Investors lists 63 registered investment advisory firms with 174 offices nearby, managing about $10.9T in combined regulatory AUM across 2,614,506 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 Valley

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM