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Best financial advisors in Rosendale, WI

Registered advisers within 25 miles of Rosendale, WI.

Offices
109
Firms
27
Combined AUM
$5.34T
Firm-wide filings, not assets booked only here
Clients
981K
980,535 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RBC CAPITAL MARKETS, LLC
U.S. BANCORP ADVISORS, LLC

Investors

NICK SHELBY ZANDERS
MARK DONALD RASNER
Matthew Frank Stroede
JOSEPH WILLIAM STROEDE
Beth Kiernan
WILLIAM JOSEPH STROEDE
Claire Tienor
THEODORE ERIC LAMP
MARK WINFIELD HOTCHKISS
MICHAEL LEROY KREUZIGER
BRICE MICHAEL TERBEEST
MAXWELL DAVID HUSEBOE
Robert Charles Hess
Ethan Dennis Diederich
ERIC ELMER GURHOLT
KYLE MITCHELL KAHL
BRADLEY SCOTT JOHANNES
Jennifer Ann Foster
Rebecca Lynn Dahlke
Kathleen Ann Tavs
TINA MARIE GRENLIE
CHRISTOPHER MICHAEL NELSON
PETER JOHN QUEHL
LOGAN Robert JOHNSON
Joshua Schaalma
Pamela Ann Tollefson
Gregory Adam Dragolovich
BRADLEY MICHAEL MARX
Robert Lee Cox
Robert Bruce
Gerald Jake Resop
Shad William Horton
Connor Frederick Heck
Jacob Thomas Norlander
Kristen Anne Crass
CARL HUGH RICKMEIER
CARL JOHN HELLEBERG
JOHN ARMAND WELSCH
KRISTAN LEE JANSSEN
MICHAEL ALPHONSE KORB
Jennifer Anne Riedeman
Douglas Alexander Eyssautier

Within 25 miles of Rosendale, WI, Best Investors lists 27 registered investment advisory firms with 109 offices nearby, managing about $5.34T in combined regulatory AUM across 980,535 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 Rosendale

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM