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Best financial advisors in Portage, WI

Registered advisers within 25 miles of Portage, WI.

Offices
41
Firms
16
Combined AUM
$3.62T
Firm-wide filings, not assets booked only here
Clients
556K
555,795 clients when Item 5C has a number
Avg / client
$6.51M
Combined AUM ÷ clients

Nearby offices

Firms

GRADIENT ADVISORS, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
HARBOUR INVESTMENTS, INC.
ASSOCIATED INVESTMENT SERVICES, INC.
LPL FINANCIAL LLC
DIAMOND WEALTH PARTNERS
MBE WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC

Investors

Troy D Simonson
Joia Lauren Jesa Simonson
Mark Van Etten
Daniel David Mael
STEVEN EDWARD BENCK
Jon Klamor Vehring
TODD RUSSELL BRAAKSMA
BRIAN WADE WAELTI
Josh Taylor Vehring
Ryan Arthur Carmichael
Keaton Straka
DOUGLAS ALDEN HALVERSON
JULIE JANE GROVES
CASSANDRA LEIGH WEIGEL
Thomas Walter Romaniak
Jeremiah Jon Olson
NICHOLAS FRANCIS ALSTEEN
JOSHUA JOHN STRZELECKI
ANDREW LUKE HAGER
Justin Johnson
PETER DANIEL WELSH
LESLIE KENNETH GAY
LISA ANN MCCLYMAN
JENNIFER ANNE KINZLER
LAURA ANN STANEK
Dane Christopher Dale Hinz
Brittany Christen Borota-Kluck
Calvin David Peterson
Justin Mitchell Philipp
NATHAN PAUL KELLER
JONATHAN MEAD
DARREN RONALD SCHWINEFUS

Within 25 miles of Portage, WI, Best Investors lists 16 registered investment advisory firms with 41 offices nearby, managing about $3.62T in combined regulatory AUM across 555,795 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 Portage

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM