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Best financial advisors in Potter, WI

Registered advisers within 25 miles of Potter, WI.

Offices
290
Firms
95
Combined AUM
$9.59T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,676,714 clients when Item 5C has a number
Avg / client
$3.58M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
LPL FINANCIAL LLC
J. W. COLE ADVISORS, INC.
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
PRINCIPAL SECURITIES, INC.
PFS INVESTMENTS INC.
ASSOCIATED INVESTMENT SERVICES, INC.

Investors

Sheilah Maria Vandenhouten
Ryan Hale
Michael R Marciniak
Richard T Stoker
Dana Nicole Tisch
JEFFREY GERALD HEINEN
Amy Jean Komis
CLAIRE ANN WALMER
Brandon Krupp
Gretchen Krupp
KAREN LYNNE WEBER
LOGAN TAYLOR NIENHAUS
JUSTIN DAVID WEBER
JULIE J WOELFEL
DANIEL JAMES WEBER
Samantha Jo Bratz
Phillip A Kubichka
BRIAN PAUL RUH
KRISTA NICOLE HALBACH
BRADLEY LLOYD RUH
ANDREW VANDEHEY
JORDAN CHRISTINE VANDEHEY
Tricia Lyn Oltmann
Ryan Pomerening
Gabriel Benjamin Koch
Jeffrey Paul Koch
Melissa Marie Hartzheim
Stephanie Ann Kobin
Karley Marie Wardlow
CRAIG WEYENBERG
Michael Patrick Spielvogel
RONALD STEVEN SITZMAN
Rebecca Stella Elizabeth Winkel
Kyle David Lukowitz
LAURA ROSE SORENSON
ROBERT DWANE PENCIL
ERIC CHRISTOPHER BLANKENFELD
Tammy S Stephan

Within 25 miles of Potter, WI, Best Investors lists 95 registered investment advisory firms with 290 offices nearby, managing about $9.59T in combined regulatory AUM across 2,676,714 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 Potter

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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