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Best financial advisors in Sharon, WI

Registered advisers within 25 miles of Sharon, WI.

Offices
213
Firms
69
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,650,715 clients when Item 5C has a number
Avg / client
$4.26M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
HARBOUR INVESTMENTS, INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
KRAMER INVESTMENT SERVICES, LLC
BEACON POINTE ADVISORS, LLC
GENEVA PARTNERS, LLC
STACKSTONE WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC

Investors

Branden Edward Johnson
Ryan Benton
Jonathan Elliott Urish
Joel Bruce Otto
BRIAN BARTHOLOMEW FANNING
Joshua Robert Lock
Jordan Bradford
Holly B Friel
Brian Bruhn
Richard Michael Faber
Charles Edwin Trybula
MAURICE HEBB
CALLAHAN TULLY
KAREN KALLEM
JAMES PAUL KRAMER
Sheila Marie Broderick
Maxwell James Campbell
Grant Seitz
Steven Joseph Lois
VALERIE ANN LAMP
SCOTT GREGORY FARROW
Dean Robert Schwefel
LOREN TERRY COOK
THOMAS EUGENE ROWE
MARK STEPHAN MCCURRY
STEVEN PERRY SCHWEFEL
Gregory Mehler Johns
Tammy M. Schindler
MICHAEL JOSEPH FASANO
MARK KEVIN FORBERG
MARGARET LEORA KING
DANIEL WILLIAM WINTER
PRUDENCE ADAMS HARKER
JOSEPH JORDAN BACHMEYER

Within 25 miles of Sharon, WI, Best Investors lists 69 registered investment advisory firms with 213 offices nearby, managing about $11.3T in combined regulatory AUM across 2,650,715 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 Sharon

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM