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Best financial advisors in Reeseville, WI

Registered advisers within 25 miles of Reeseville, WI.

Offices
119
Firms
33
Combined AUM
$5.04T
Firm-wide filings, not assets booked only here
Clients
989K
989,050 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

A. GILE & CO.
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ASSOCIATED INVESTMENT SERVICES, INC.

Investors

TREVOR DUNCAN AGNEW
Andrew Ogden Gile
Matthew Fitzgerald Faust
Richelle Holtzman
Ronald James Counsell
Taylor Donald Schultz
KENNETH PAUL COURTS
Nicholas Ryan Burge
WILLIAM THOMAS OSWALD
BRIAN D KONZ
GREG ALAN SCHROEDER
MELODY MARIE GRESSICK
PATRICK DAVID MEISTER
James J Gehring II
CRAIG ELDON SCHNUELLE
BRADY ROBERT ENDL
Toniette Ann Flint
CHRISTOPHER DAVID MALLOW
BENJAMIN MICHAEL HOPPENRATH
MICHAEL EVERETT WILLIAMS
TYLER Dean SASS
Wendy Nicole Petersen
BRIANA RAE SMITH
Mary Jo Homan
Andrew Douglas Mehan
Kevin J. Smith
Aaron Bischoff

Within 25 miles of Reeseville, WI, Best Investors lists 33 registered investment advisory firms with 119 offices nearby, managing about $5.04T in combined regulatory AUM across 989,050 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 Reeseville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM