Best financial advisors in Salem, WI

Registered advisers within 25 miles of Salem, WI.

Offices

289

Firms

76

Combined AUM

$8.55T

Firm-wide filings, not assets booked only here

Clients

1.27M

1,271,999 clients when Item 5C has a number

Avg / client

$6.72M

Combined AUM ÷ clients

Nearby offices

SERENITY INVESTMENT ADVISORS

23042 75th Street
Salem, WI 53168

J.P. MORGAN SECURITIES LLC

7510 BRISTOL RD
BRISTOL, WI 53104

U.S. BANCORP ADVISORS, LLC

720 N Lake Ave
Twin Lakes, WI 53181

EDWARD JONES

301 E MAIN STREET SUITE 101
TWIN LAKES, WI 53181

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

744 MAIN ST. STE 103 W
ANTIOCH, IL 60002

EQUITABLE ADVISORS, LLC

150 LANCE DRIVE
TWIN LAKES, WI 53181

LPL FINANCIAL LLC

440 LAKE STREET
ANTIOCH, IL 60002

EDWARD JONES

921 MAIN ST
ANTIOCH, IL 60002-1510

JOHNSON WEALTH INC.

7401 144th Avenue
Kenosha, WI 53142

EDWARD JONES

1018 MAIN STREET
UNION GROVE, WI 53182

EDWARD JONES

4360 67th Dr
UNION GROVE, WI 53182-9338

EDWARD JONES

501 E STATE ST
BURLINGTON, WI 53105

UTES WEALTH STRATEGIES

1824 WHITE LAKE DRIVE
ANTIOCH, IL 60002

EDWARD JONES

101 N DODGE ST
BURLINGTON, WI 53105

EDWARD JONES

103 N DODGE ST
BURLINGTON, WI 53105-1918

RAYMOND JAMES & ASSOCIATES, INC.

116 N. Pine Street
Burlington, WI 53105

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2600 BROWNS LAKE DR
BURLINGTON, WI 53105

LPL FINANCIAL LLC

217 E JEFFERSON ST
BURLINGTON, WI 53105

10.1 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

189 E Chestnut Street
Burlington, WI 53105

10.2 miles away

LPL FINANCIAL LLC

400 MILWAUKEE AVENUE
BURLINGTON, WI 53105

10.2 miles away

Firms

SERENITY INVESTMENT ADVISORS

J.P. MORGAN SECURITIES LLC

U.S. BANCORP ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

EQUITABLE ADVISORS, LLC

LPL FINANCIAL LLC

JOHNSON WEALTH INC.

UTES WEALTH STRATEGIES

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Sean Kyle O'Connor

Marlo Jover Carpio

Richard Edward Topf

ROBERT JAMES WICKENKAMP

JAMES WILLIAM GRIGGS

JOHN ROBERT GRIGGS

WILLIAM ANDREW GRIGGS

BRENDA ANN HAFEMAN

BARRY MARTIN PROCTOR

Kira Peggy Cole

CANDICE M BAKER

Christina Zalapi

David Besenhofer

Eric Stuart Thomson

WILLIAM EDWARD UTES

Dean Allan Anderson

Michael Pascucci

Nathaniel William Brandt

CLAY WILLIAM BRANDT

DANIEL CHARLES CREEK

ELIZABETH CAROL PRAEGER

Robert James Bailey

THOMAS PAUL FOLLIS

Jacob Paul Follis

MICHAEL POLUDNIAK

TYLER ALEXANDER JOHNSON

Stephanie L Snyder

ELIZABETH L MENGO

ROBERT THOMAS VIAU

SCOTT PAUL HERRMANN

KRISTEN MARY LAFRANZO

DIANE KENNEDY NOPENZ

Laura Ann White

ANTHONY JOHN MESCHER

Within 25 miles of Salem, WI, Best Investors lists 76 registered investment advisory firms with 289 offices nearby, managing about $8.55T in combined regulatory AUM across 1,271,999 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 Salem

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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