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Best financial advisors in Saukville, WI

Registered advisers within 25 miles of Saukville, WI.

Offices
275
Firms
107
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,680,764 clients when Item 5C has a number
Avg / client
$4.44M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
ASSOCIATED INVESTMENT SERVICES, INC.
PRINCIPAL SECURITIES, INC.
MONEY CONCEPTS CAPITAL CORP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CWP PRIVATE WEALTH MANAGEMENT
CAPITAL WEALTH ADVISORS, LTD.
LARSON WEALTH MANAGEMENT, LLC
HBW RIA SERVICES, LLC

Investors

RANDY LEE ROESLER
Travis James Murphy
James D Asplin
JUSTIN CLIFFORD BEHM
BRIAN STEVEN BARBER
Brad Katzer
JOHN MICHEAL PLUMLEY
Penny Beth Shelander
Kyle John McMann
NIMROD PERETZ GAUSS-SAMET
DANIEL FELIX SHVARTSMAN
CHRISTOPHER ANDREW MCCAMAN
CHAD MICHAEL HUENINK
THOMAS JOSEPH MULTERER
SCOTT R LEUTENEGGER
Jerry Jacob Faust
Cailyn Greenberg
Benjamin John Tuescher
TIMOTHY J HARRISON
Ryan Thomas Heidel
DANIEL EDWARD MCKELVEY
SEAN PATRICK FAHEY
DAVID CARL MILLS
Tyge C Olson
Donald Eugene Fortney
Peter Paul Klein
NATHAN WESTPHAL
JUSTIN EIGNER
DENNIS OPIE
EVAN A MEYER
PEYTON B JANTO
KIMBERLY STREFF
BOYD JANTO
BRETT VUYK
THOMAS BONGARD
JOSEPH MOORE
CHRISTINA BLANC
COLIN VUYK
JAKE ANTHONY PUNZENBERGER
LISA ANN HAMMER
PETER LEGRAVE
KAYLA KRIESER
WILLIAM STEPHEN TAYLOR
TIMOTHY KOEPKE
DAVID LEO ROSENOW
DAVID SCOTT LAKE
RONALD JAMES LARSON

Within 25 miles of Saukville, WI, Best Investors lists 107 registered investment advisory firms with 275 offices nearby, managing about $11.9T in combined regulatory AUM across 2,680,764 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 Saukville

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM