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Best financial advisors in Sparta, WI

Registered advisers within 25 miles of Sparta, WI.

Offices
59
Firms
23
Combined AUM
$4.46T
Firm-wide filings, not assets booked only here
Clients
747K
747,104 clients when Item 5C has a number
Avg / client
$5.98M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
MBE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
ORGEL WEALTH MANAGEMENT, LLC
ROBERT W. BAIRD & CO. INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

JOHN FRANCIS BUDIN
Kristi Kaye Budin
Heidi L Lydon
Roger Leonard Bakken
Brooke M Bakken
JOSEPH LEE BERRY
TROY LEE HILYARD
JASON PAUL HENRICH
BRENT DOUGLAS BRINKER
TIMOTHY BRIAN MOY
Baylee Ann Shifflet
CHADWICK FOSTER GAFFNEY
AUSTIN TIMOTHY LINS
Justin Mitchell Philipp
Calvin David Peterson
Mitchell Monson
RYAN PHILLIP EGSTAD
ALEX RYAN EGSTAD
RONALD EUGENE BRIESKE
JOEL ADAM BRIESKE
Jeffrey Michael Brieske
Nichole Marie Martin
Jeremiah Joseph Haun
RICK MICHAEL CARLSON
MARTHA ELLEN KLATT
Griffin Moe
BRETT PATRICK WELCH
PAUL JEFFREY HAYDEN
Stephen Cohen
Brandon Lloyd Corcoran
ERIC DAVID GUTH
Jason A Cobb
Andrew M Steger
LISA JANE NEWMAN
GEOFFREY WAGNER KLOS
DAVID SCOTT DAVIES
Esley J Henkes
TYLER JOHN ADAMS
Megan E Preston
Jacob Isaiah Udermann
DANIEL J ODENBACH
JOSHUA LEN MATHISON
SHANE D STUHR
Jennifer Gittens
Lee Ann Hertzfeldt

Within 25 miles of Sparta, WI, Best Investors lists 23 registered investment advisory firms with 59 offices nearby, managing about $4.46T in combined regulatory AUM across 747,104 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 Sparta

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM