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Best financial advisors in Roberts, WI

Registered advisers within 25 miles of Roberts, WI.

Offices
228
Firms
72
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,629,366 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
FOCUS FINANCIAL
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
BEACON POINTE ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
SCM INVESTMENT SERVICES
PRINCIPAL SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
FRANCIS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Jason Allen Vaughn
Brian William Scheel
Kari Ellen Patrick
Alexis Marie Cogar
GREG ANTHONY HANSON
STEPHEN MARLOW MADSEN
John William Mead
Collin J Mead
ERIC CHRISTIAN HANSEN
MICHAEL JOHN POOR
CHRISTINA A SARAZIN
Roger Jon Anderson
JASON ENGLEBRETSON
MICHAEL PAUL NIELSEN
Hillary Stubbe
Heidi Rae Gemuenden
CHAD DAVID BROBERG
Mitchell Eugene Schommer
RYAN ALLAN LUNDERVOLD
Leah Nicole Brooks
Sydney Erin Wilson
JACK Robert MCNAMARA
MICHAEL LEE ERPENBACH
Paige Joann Hoffman
WILLY FRED ZIMMERMAN
CHRISTINE DIANE PAWLENTY
MATTHEW WALTER DOBBINS
MICHAEL PATRICK CONLON
RYAN P SCOTT
Casey Kenneth Leanna
DAVID M BENDER
NICHOLAS JOHN HALVORSON
MICHAEL CRAIG DARRINGTON
RANDY ROBERT RHEAULT
CRAIG J DRAKE
TUCKER J ROHDE
RYAN JOSEPH DRAKE
Anthony Hamburge
TROY MALON AXELSON
ERIC J KUITU
RICK CHARLES PETERSON
Aaron John Imholte
DAMIEN MICHAEL CANNADAY
Jason Corwin Lynch
SEYMOUR JEROME LOVING
Ashley Marie Willaert
RYAN JOSEPH WILLAERT
Mathew Harrington
Veronica Kuechenmeister
NATHANIEL JOSEPH WILLAERT
Kara Schiller
Paul G Knooihuizen
DENNIS ROBERT BETZ
DAVID RYAN MANDEL
Evelyn Sorensen
Noah H Hinsch

Within 25 miles of Roberts, WI, Best Investors lists 72 registered investment advisory firms with 228 offices nearby, managing about $10.9T in combined regulatory AUM across 2,629,366 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 Roberts

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM