Best Investors Account Sign in

Best financial advisors in Royalton, WI

Registered advisers within 25 miles of Royalton, WI.

Offices
198
Firms
75
Combined AUM
$8.61T
Firm-wide filings, not assets booked only here
Clients
2.49M
2,494,852 clients when Item 5C has a number
Avg / client
$3.45M
Combined AUM ÷ clients

Nearby offices

Firms

RBC CAPITAL MARKETS, LLC
GATEWAY WEALTH PARTNERS, LLC
LPL FINANCIAL LLC
EDWARD JONES
NORTHROCK PARTNERS, LLC
COPPER HARBOR INVESTMENT ADVISORS, LLC
MORGAN STANLEY
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
PRIVATE CLIENT SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
KAMKO FINANCIAL
ASC 401(K) MANAGEMENT
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CREATIVEONE SECURITIES, LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

Jonathan William Sesing
William F Packard
SAMUEL STEPHEN PAWLAK
GREGORY STEPHEN PAWLAK
KATIE ANN JACKSON
BLAINE EDMOND GIBSON
DAVID EDWARD PENTEK
MATTHEW ROBERT ZARTER
Kip Robert Wenninger
Jason Michael Mahn
RACHEL EDITH SMITH
Marcus William Medema
JEFFREY WILLIAM KOLASINSKI
Jesse Lincoln Nelson
Ramon Garrido Mateos
ROBERT JOSEPH MOORE
Miranda Rae Hoffman
STEVEN NICHOLAS HOOYMAN
AMY JOHANNA SITTER
BRANDY LYNN DEBROUX
LEIGH ANN THERN
Matthew C Bush
JOSEPH MICHAEL MILLER
THEODORE THOMAS BALTHAZOR
WENDY J TESCH
Cory Robert Nickel
ZACH MICHAEL STRUBE
DAVID MICHAEL VERKUILEN
ZACHARY J SHOWALTER
JEFFREY JOHN WERNER
STEVEN DAVID FERRIS
CHARLES LEROY BUTLER
CRAIG M SCHMIDT
MICHAEL PHILIP HAMILTON
JENNIFER LYNN SCHUMACHER
MATTHEW FERRIS
ETHAN WILLIAM CINEALIS
THOMAS GEORGE MARTINE
ANTHONY STUART HEINZ
CHRISTOPHER R COCHRANE
JOSHUA N BISHOP
Brady Andrew Roberts
JANE M VANDE VOORT
MITCHELL JOSEPH OLDEWURTEL
SHANA LYNN KEIL
SHARON IFRACH
Brian James Rogers
Michael Allen Villeneuve
Alyssa Maria Doro
William Lee Bowman
Kameron Roger Koehler
ANDREW RYAN FOUCAULT
NICHOLAS JAMES CORRENTE
JACQUELINE MARIE ZULEGER
WILLIAM BOEHME
ANGELA MARIE JAEGER
SCOTT STEVEN HERMES
DANIEL ROY THIES
MATT JOHN VANDEN HEUVEL
JENNA LYNN MIELKE
JASON PHILIP WEIER
STEVEN JOSEPH EVERTS

Within 25 miles of Royalton, WI, Best Investors lists 75 registered investment advisory firms with 198 offices nearby, managing about $8.61T in combined regulatory AUM across 2,494,852 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 Royalton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM