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Best financial advisors in Poynette, WI

Registered advisers within 25 miles of Poynette, WI.

Offices
297
Firms
123
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,774,944 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

DIAMOND WEALTH PARTNERS
OSAIC WEALTH, INC.
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
ASSOCIATED INVESTMENT SERVICES, INC.
HARBOUR INVESTMENTS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
GRADIENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Jeremiah Jon Olson
JASON R RASMUSSEN
Thomas Harold Wendler
CHARLES WILLIAM RIEDESEL
Dennis Ryland Crow
Eric Riedesel
TREVOR DUNCAN AGNEW
Robert David Hatch
JULIE JANE GROVES
CASSANDRA LEIGH WEIGEL
DOUGLAS ALDEN HALVERSON
Jon Klamor Vehring
BRIAN WADE WAELTI
STEVEN EDWARD BENCK
TODD RUSSELL BRAAKSMA
Josh Taylor Vehring
Ryan Arthur Carmichael
Keaton Straka
Daniel David Mael
Thomas Walter Romaniak
Troy D Simonson
Joia Lauren Jesa Simonson
BRUCE ALLEN GUST
Katie Christianson
MAX JOSEPH SESING
Mark Van Etten
JAMES M MILLER

Within 25 miles of Poynette, WI, Best Investors lists 123 registered investment advisory firms with 297 offices nearby, managing about $13.4T in combined regulatory AUM across 2,774,944 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 Poynette

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM