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Best financial advisors in Shawano, WI

Registered advisers within 25 miles of Shawano, WI.

Offices
19
Firms
8
Combined AUM
$1.87T
Firm-wide filings, not assets booked only here
Clients
322K
322,455 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
ASSOCIATED INVESTMENT SERVICES, INC.
KERBERROSE WEALTH MANAGEMENT, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
TRUSTMONT ADVISORY GROUP, INC.

Investors

Angela DuQuaine
Joseph Christopher Miesbauer
Seth T Kohel
Jonathan Reid Aumann
RONALD JOSEPH SCANLAN
BRIAN JAMES MACIEJEWSKI
IDELL JEAN JOHNSTON
Randy Camille Panzer
Sandra Carroll
Zias Richard Panzer
KYLE LEE KLOTZBUECHER
Emily Elizabeth Schiltz
Jason Allen Richel
Scott Stuart Ciullo
Michael Pruett Rudolf
Scott R Schewe
ANTHONY J POWERS
Connor Rosin
Karley Marie Wardlow
Taj Johnathan Boelter
Elle Rose Hietpas
Ethan Gabriel Hausmann
JUSTIN TAYLOR DAMON
John Martin Stang
DAVID MICHAEL PASSEHL
SCOTT ALAN PARSON
Dalton Avery Parson
Joshua David Hull
Kyle Thomas Hammen
Blake Mellin
Mandy L Kriesel
PETER JAMES FANNIN
COLE WILLIAM STEINKE
STEVEN MICHAEL EFFERT
DOUGLAS DEAN PRENTICE
Bradley Dean Prentice
Mason Tyler Hoffman
Russell Winkler
Kurt Charles Eaton
CHARLENE ANN LARSEN

Within 25 miles of Shawano, WI, Best Investors lists 8 registered investment advisory firms with 19 offices nearby, managing about $1.87T in combined regulatory AUM across 322,455 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 Shawano

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 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 TRUSTMONT ADVISORY GROUP, INC. 3 clients · 65 advisers $1.40B AUM 6 ASSOCIATED INVESTMENT SERVICES, INC. 45 advisers $1.17B AUM 7 KERBERROSE WEALTH MANAGEMENT, LLC 17 advisers $1.16B AUM