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Best financial advisors in Rothschild, WI

Registered advisers within 25 miles of Rothschild, WI.

Offices
75
Firms
34
Combined AUM
$5.36T
Firm-wide filings, not assets booked only here
Clients
1.25M
1,250,125 clients when Item 5C has a number
Avg / client
$4.29M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
HARBOUR INVESTMENTS, INC.
PACKERLAND BROKERAGE SERVICES, INC.
ASSOCIATED RETIREMENT PLANNERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
MYFAMILYCFO, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
ROBERT W. BAIRD & CO. INCORPORATED
PRINCIPAL SECURITIES, INC.

Investors

STEVEN MARK BANDY
Charles Howard Ouimette
Bradley Jay Heiting
KEENE THOMAS WINTERS
KEVIN ROSS BRUNER
Patrick John Poeschel
Connor Caten Buechel
DAVID JOSEPH STELLPFLUG
DANIEL WILLIAM MARX
TIMOTHY CHARLES FREIBERG
ROBERT WILLIAM WACHHOLZ
JAMES EDMUND ISON
Cody Russell Hanke
Katrina Heather ONeill
CHARLES LOUIS OUIMETTE
JEFFREY ALLEN MULHERN
Benjamin Robert Casselberry
NAVI JAMES DOWTY
Donald Lee Wild
CHRISTOPHER ROBERT BRICKHEIMER
Peter Gunn
Scott Muschinske
Joseph B Chadwick
ANDREW EDWARD JARVIS
JOEL PATRICK PERGOLSKI
JAMES ARTHUR KOEHLER
KURT DEFOREST WAID
KEVIN LEE FRONEK
Michael A. Calo
HANNA MARIE Koss
Dane Lee Fronek
ERIK EARL FINANGER
Steven Joseph Schreiner
KRISTA KAROW
Mandy Megan Roberts
Renee Celeste Radtke
BRYCE JAMES STIEBER
KEVIN JAY HERMENING
Larry Jay Waldburger
Andrew Matias Carrillo
PATRICK THOMAS BRADLEY
Benjamin McEvoy
Bryon Howard Graff
NICHOLE ANN JOHNSON
STEVEN LARRY STORY
CHRIS JAMES SCHLIEPP
ANDREW JOHN SCHLIEPP
Rachel L Leinon
Paul Matthew Schliepp
PETER JOHN GAFFANEY
Lea M Beckman
JOHN DAVID GEBHARDT
HEATHER MARIE SUMMERS
Chadwick A Otte
JACQUELINE WORMSBACHER
BRANT LAWRENCE MEYER

Within 25 miles of Rothschild, WI, Best Investors lists 34 registered investment advisory firms with 75 offices nearby, managing about $5.36T in combined regulatory AUM across 1,250,125 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 Rothschild

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM