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Best financial advisors in Richfield, WI

Registered advisers within 25 miles of Richfield, WI.

Offices
726
Firms
259
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,778,939 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
LPL FINANCIAL LLC
EDWARD JONES
GATEWAY WEALTH PARTNERS, LLC
COMMONWEALTH FINANCIAL NETWORK
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SEQUENT PLANNING, LLC
BELPOINTE ASSET MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC

Investors

PETER FRANCIS HEIMERMAN
Nicholas Allen Wendt
Sarah Nicole Kozlowski
ELIZABETH MARIE FOX
Quinn Hoopman
Kevin David Reitz
Tyler Swank
JUSTIN SCOTT DUMKE
RYAN J KUNZ
JACOB GREGORY SENSIBA
RYAN PAUL BECKER
BENJAMIN FROYEN HADDORFF
Lisa Ann Becker
Martina Stenfors
Casey L Moneer
Jacob Paul Hausmann
Cody Ganchar
Adam Christopher Chamorro
Richard Andrew Fischer
ALAN M JORDAN
DANIEL KENNETH SMITH
Anthony J Vetter
Ashley M Amstadt
Carissa Lynn Donath
ERIC JAMES DEMMON
ERICH STABELFELDT

Within 25 miles of Richfield, WI, Best Investors lists 259 registered investment advisory firms with 726 offices nearby, managing about $14.7T in combined regulatory AUM across 2,778,939 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 Richfield

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM