Best Investors Account Sign in

Best financial advisors in Plymouth, WI

Registered advisers within 25 miles of Plymouth, WI.

Offices
112
Firms
41
Combined AUM
$9.47T
Firm-wide filings, not assets booked only here
Clients
1.51M
1,509,767 clients when Item 5C has a number
Avg / client
$6.27M
Combined AUM ÷ clients

Nearby offices

Firms

SMITH SECURITIES LLC
VERITAS FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
IHT WEALTH MANAGEMENT LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
SUCCESS WEALTH MANAGEMENT LLC
MERIT FINANCIAL ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.

Investors

JEREMY NORMAN BURRI
MARGARET A WITTKOPP
Asneth Omare
JEAN ANN BLANKE
ADAM CHRISTOPHER MASON
Eric Michael Desjarlais
TIMOTHY LYNN SAEGER
TRAVIS RICK STREBLOW
Paul Leal
Annie Leal
ERIC ELMER GURHOLT
Sherri Lynn Halverson
Mitchell Kent Parker
CASEY BURNS MAHONEY
Brian Andrew
JASON KENNETH MARTONE
ANTHONY JOHN HELLENBRAND
CHRISTIAN A KALNINS
Alexander J Paltzer
LARRY LAVERN KETTLE
REID SCHMIDELER
Brian Arthur Beeck
William Nathan Morrison
Joshua Patrick Preiss
Donald Clark Hammond
PETER JEROME MERSBERGER
ANDREA JUNE ZOELLER
Luke Jonathan Wendorf
DEXTER JOHN SMITH
John Frausto
DAVIS JACKSON SUCKOW
RHIANNON R.L. HINZ
Rebecca Stella Elizabeth Winkel
RONALD STEVEN SITZMAN

Within 25 miles of Plymouth, WI, Best Investors lists 41 registered investment advisory firms with 112 offices nearby, managing about $9.47T in combined regulatory AUM across 1,509,767 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 Plymouth

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM