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Best financial advisors in Reedsburg, WI

Registered advisers within 25 miles of Reedsburg, WI.

Offices
32
Firms
12
Combined AUM
$3.02T
Firm-wide filings, not assets booked only here
Clients
539K
539,423 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

MBE WEALTH MANAGEMENT, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
EDWARD JONES
ASSOCIATED INVESTMENT SERVICES, INC.
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

JACOB ADAM KRUEGER
Baylee Ann Shifflet
Joel Kim Groskreutz
Michael Ray Lopp
Sarah Oberman
Huey Kenneth Griep
Tricia Nicole Sullivan
David Mark Kraus
Shane Gregory Rockweiler
Charles John Brumer
Katie Jane Schmidt
Laura Jayne Morehouse
Matthew Mark Kvernen
Erin Leigh Haugh
Daily Katherine Erickson
PATRICK MARTIN THIELEN
Calvin David Peterson
Justin Mitchell Philipp
Laurie A Dischler
JONATHAN MEAD
DARREN RONALD SCHWINEFUS
NATHAN PAUL KELLER
NICHOLAS FRANCIS ALSTEEN
JOSHUA JOHN STRZELECKI
Brittany Christen Borota-Kluck
PETER DANIEL WELSH
LESLIE KENNETH GAY
LISA ANN MCCLYMAN
JENNIFER ANNE KINZLER
LAURA ANN STANEK
Dane Christopher Dale Hinz
ANDREW LUKE HAGER
Justin Johnson
ANDREW CHRISTOPHER TENGBLAD
Michael Myers
KENNETH ERNEST SCHMOCKER
Mariah L Hanson
MARY JEAN SCHUEMAN
TERRY SCOTT SEBRANEK
KALEB MARCUS FRAWLEY
JOSEPH STEVEN BROWN

Within 25 miles of Reedsburg, WI, Best Investors lists 12 registered investment advisory firms with 32 offices nearby, managing about $3.02T in combined regulatory AUM across 539,423 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 Reedsburg

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM