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Best financial advisors in Sauk City, WI

Registered advisers within 25 miles of Sauk City, WI.

Offices
301
Firms
130
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,782,597 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J. W. COLE ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC

Investors

Peter Jan van der Hagen
BROOKE PALMER
CLAIRE ANN WALMER
Mariah L Hanson
MARY JEAN SCHUEMAN
ZACHARY DAHL
Scott LaMontagne
PAUL WILLIAM ZANDER
Justin James Stanek
DAVID JUDD EDWARDS
ROBERT MICHAEL RYNES
JAMES MORREY
Thomas Harold Wendler
JASON R RASMUSSEN
CHARLES WILLIAM RIEDESEL
Dennis Ryland Crow
Eric Riedesel
TREVOR DUNCAN AGNEW
Robert David Hatch
Brittany Christen Borota-Kluck
Justin Johnson
PETER DANIEL WELSH
LESLIE KENNETH GAY
LISA ANN MCCLYMAN
JENNIFER ANNE KINZLER
LAURA ANN STANEK
Dane Christopher Dale Hinz
ANDREW LUKE HAGER
Laurie A Dischler
JONATHAN MEAD
DARREN RONALD SCHWINEFUS

Within 25 miles of Sauk City, WI, Best Investors lists 130 registered investment advisory firms with 301 offices nearby, managing about $13.3T in combined regulatory AUM across 2,782,597 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 Sauk City

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM