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Best financial advisors in South Beaver Dam, WI

Registered advisers within 25 miles of South Beaver Dam, WI.

Offices
44
Firms
15
Combined AUM
$4.15T
Firm-wide filings, not assets booked only here
Clients
535K
535,031 clients when Item 5C has a number
Avg / client
$7.77M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MML INVESTORS SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
A. GILE & CO.
LPL FINANCIAL LLC

Investors

Aaron Bischoff
Dustin Darold Meisel
David Brian Geschke
Rebecca Davison
Amber Michelle Vanderwal
Matthew Thomas Heiar
DEBRA A SMITH
Mary Jo Homan
Andrew Douglas Mehan
Kevin J. Smith
JAMIE LEE HENNING
Kevin J Carnine
Katie L Kohn
Matthew Edward Emmer
JOHN WILLIAM GREY
Spencer Oemig
BRIAN PATRICK HANNAN
PATRICK ROYAL CLARK
CALVIN LEE HEMLING
Monica McGauley
ROLAND WALTER MOLL
Stephen Elmer Vessey
Christopher W Kuenzi
Mark Matthew Killingsworth
Adelio Ikonomi
DUANE EDWARD OHLAND
MICHAEL J KAPETS
TREVOR DUNCAN AGNEW
Andrew Ogden Gile
Matthew Fitzgerald Faust
Austin John Armga
Richard Lee Matravers
Garrett L Moody
Kylar Narance

Within 25 miles of South Beaver Dam, WI, Best Investors lists 15 registered investment advisory firms with 44 offices nearby, managing about $4.15T in combined regulatory AUM across 535,031 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 South Beaver Dam

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM