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Best financial advisors in Sarona, WI

Registered advisers within 25 miles of Sarona, WI.

Offices
25
Firms
13
Combined AUM
$3.31T
Firm-wide filings, not assets booked only here
Clients
477K
477,042 clients when Item 5C has a number
Avg / client
$6.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ACCURATE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL GROUP, LLC
VALMARK ADVISERS, INC.
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MML INVESTORS SERVICES, LLC

Investors

Scott James Roppe
Jonah Michael Beckermann
Victoria Lynn Shaffer
TIMOTHY ANDREW REEDY
MATTHEW JOHN ZANARDO
DANIEL MORILLO BLANDON
WAYNE KARL GIESEKE
Robert Jay Berger
Drake Michael Tomesh
MICHAEL GEORGE MARTIN
William Robert Hoff
STEFANI JEAN FIEDLER
Jackie Lynn Gates
Chad Jeff Peterson
Eric Matthew Pelle
STEPHEN WAYNE BOWMAN
CHARLES FRANCIS LAWRENCE
KIRK JOSEPH BRETTINGEN
DANIEL BRADFORD GENEREAUX
Benjamin J Knepper
GERALD ERIC HAGMAN
JOSHUA JEROME ESTREEN
CHRISTOPHER WILLIAM JANSSEN
BRANDON M OLSON
Edward Allan Widiker
Geoffrey Pharis Bohn
Kevin P Bohn
DANIEL GOLDSMITH
Matthew James Gores
Brett Eric Gooden

Within 25 miles of Sarona, WI, Best Investors lists 13 registered investment advisory firms with 25 offices nearby, managing about $3.31T in combined regulatory AUM across 477,042 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 Sarona

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM