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Best financial advisors in Seneca, WI

Registered advisers within 25 miles of Seneca, WI.

Offices
12
Firms
7
Combined AUM
$2.93T
Firm-wide filings, not assets booked only here
Clients
456K
455,545 clients when Item 5C has a number
Avg / client
$6.42M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
HARBOUR INVESTMENTS, INC.

Investors

Quincy Louis Johnson
Jeffrey Thomas Breit
Sara Jo Stowell
Kimberly Geneva Schmelz
Benjamin Denton Achenbach
Robert William Bird
Jeffrey James Clausen
Allie A Thornton
James Michael Jones
Bridget Nichols
Kristin N. Hill
TYLER MICHAEL KOZELKA
ARNE PAUL FREMSTAD
JOHN NORMAN MICKELSEN
AARON JAMES CADE
BEAU A SCHROEDER
TRAVIS J GASKELL
Abigail Marie Severson
Christopher J Estrada
Margaret Ann Severson

Within 25 miles of Seneca, WI, Best Investors lists 7 registered investment advisory firms with 12 offices nearby, managing about $2.93T in combined regulatory AUM across 455,545 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 Seneca

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 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 HARBOUR INVESTMENTS, INC. 3,203 clients · 257 advisers $9.60B AUM