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Best financial advisors in Spencer, WI

Registered advisers within 25 miles of Spencer, WI.

Offices
18
Firms
9
Combined AUM
$2.37T
Firm-wide filings, not assets booked only here
Clients
406K
406,334 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
HARBOUR INVESTMENTS, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RETIREMENT WEALTH SOLUTIONS LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

TRAVIS JEFFREY HOLT
JULI YVONNE MCNEELY
REBECCA JO GONZALEZ
MELANIE A KUNZE
DANIEL ALLAN FLEES
Amanda J Kozik
Kacey Lynn DeWitt
Brian Mark Kaiser
CHRIS ALLEN NEUFELD
HAYLEY RAE SCHEPPLER
TREVOR SHANE NEUFELD
SCOTT EDWARD WUCHERPFENNIG
MARISA ANN STEINBACH
ANGELA MARIE DENK
JEFFREY NILUS HOLTHAUS
Curt Joel DeLeske
Scott Dennis Lee
PATRICK JOHN GALL
ALLI LOUETTE SCHOENGARTH
WILLIAM D HEITING
CHRISTOPHER LEE FREDRICK
Randy Allen Gershman
Thomas Robert Gershman
JASON LEE OPIE
NATHAN RICHARD HEEG
Steven Emil Brinkman
Max Charles Weber
James Gregory Heeg
Cole Raber
CORY M GRESHAM
DONN OSCAR JOHNSON
JASON EDWIN BUCHINGER

Within 25 miles of Spencer, WI, Best Investors lists 9 registered investment advisory firms with 18 offices nearby, managing about $2.37T in combined regulatory AUM across 406,334 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 Spencer

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 HARBOUR INVESTMENTS, INC. 3,203 clients · 257 advisers $9.60B AUM 8 RETIREMENT WEALTH SOLUTIONS LLC 3 advisers $227M AUM