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Best financial advisors in Sherwood, WI

Registered advisers within 25 miles of Sherwood, WI.

Offices
305
Firms
98
Combined AUM
$9.26T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,671,456 clients when Item 5C has a number
Avg / client
$3.47M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
SEQUOIA WEALTH MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HARBOUR INVESTMENTS, INC.
LPL ENTERPRISE, LLC
U.S. BANCORP ADVISORS, LLC
COLLAR CAPITAL MANAGEMENT, LLC
GATEWAY WEALTH PARTNERS, LLC
N.E.W. ADVISORY SERVICES, LLC
JOHNSON WEALTH INC.

Investors

DANE LEE KLINTWORTH
BRIAN ANTHONY PAULSON
KYLE KEITH MANN
Jonathan Lee Whitver
KERI ROSE TAYLOR
MARLO ANN BURNS
David A. Adams
Adam Alan Paal
Paula Simon
EMILIE ANN DERCKS
JOHN JAMES KOSMER
Jeffrey Brian Scott
Boyd Jeffrey Scott
Aubrey Ann Clark
ERIK PHILLIP HOSKING
LANDON RICHARD WIESE
PAUL JOSEPH MEYER
STEPHANIE MARIE GOODRICH
Andrew J Ryan
CYNTHIA SUZANNE FOX
KENNETH RICHARD BAKULA
CHRISTOPHER STEPHEN HOFFMAN
KOLBY LADWIG KNUTH
KAY MARIE KNUTH
CYDNEY ALEXANDRA MAINS
VANESSA MARIE WELTER
Terri V Groth
John Duncan McInnes
Thomas M Weber
Anthony Imre Varga
Brian Richard Nodolf
Stephen Robert Spence
Christopher Patrick Collar
TODD Christopher KUEN
JEANANN M KRAMER
Philip Eric Weisbach
ANDREA LEE WOLFE
KURTIS SCOTT HAGEMANN
James Michael Healy
DAVID HOUGHTON WOOD
HOWARD ROBERT PINSON
Darren Keith Crow
SCOTT NICHOLAS BEESLEY
CHRISTOPHER MICHAEL HAGEN
MICHAEL GEORGE KITZMAN
JOHN JOSEPH ASTA
MELANIE DENISE MILAM
BART MATTHEW LANDSVERK
JAMES HENRY PERRY
ERIC DALE HALL
JUSTIN LEIGH HAMMERBECK
TIMOTHY PAUL HAMMOND
SALVATORE SEBASTIAN MOTTA
LINDSAY ANNE KAMINSKI
DANIEL P LABROAD
JUSTIN JOHN ZOROMSKI
KATHERINE KIMBALL DYER
Erik Edward Landsverk
Jacob D Milam
CORY JUSTIN WRIGHT
JILL ANN BATLEY
ROBERT CHRISTOPHER BARTHEN
IRENE SUET LEE-SLUYS
CHARLES MARION FETTERS
JEFFREY GAGE HAINES
ROBERT DUNCAN AIKINS
TYLER REED BOLING
Aaron Charles Piquet
Brandon Slowiak
Michael Rickett
Jacob Morenus
MARK WILLIAM GOLDBERG
TROY CHARLES JORDAN
RICHARD ELLIOTT CLOUGH
JEFFERY WILSON MASTERS
Amy Greenberg Nelson
TIMOTHY JOHN BOBER
JEFFREY WAYNE THORSEN
DAVID EDWARD PENTEK
Michael Dennis Torello
Sam Michael Vercillo
SIAMAK GHAJAR DOWLATSHAHI
ADAM SCOTT LOGIN
CHARLES JOSEPH MINAHAN
JEAN-PAUL ANTHONY AIME
Venise Win-Sze Lee
MCFADDIN MOISE
SUSAN LEIGHTON JANSEN
SCOTT CARL WAUTERS
RYAN MICHAEL KNAPP
MICHAEL JOSEPH LONDRE
EVAN ARTHUR HENDERSON
MICHAEL GERALD WHITEHOUSE
Verneith Diane Stout
SHAWN NICHOLAS MANGAN
Michael David Ruzek
SAMANTHA P KOLB
PETER ALAN MUTSCHLER
Erik ELDOR Brenn

Within 25 miles of Sherwood, WI, Best Investors lists 98 registered investment advisory firms with 305 offices nearby, managing about $9.26T in combined regulatory AUM across 2,671,456 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 Sherwood

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM