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Best financial advisors in Spring Green, WI

Registered advisers within 25 miles of Spring Green, WI.

Offices
39
Firms
18
Combined AUM
$3.22T
Firm-wide filings, not assets booked only here
Clients
612K
611,745 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

J. W. COLE ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL GROUP, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BERTRAM FINANCIAL ADVISOR SERVICES
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
MBE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
ASSOCIATED INVESTMENT SERVICES, INC.

Investors

BROOKE PALMER
CLAIRE ANN WALMER
Mariah L Hanson
MARY JEAN SCHUEMAN
Michael Patrick Anderson
Erin Michelle Crowe
GEORGE WILLIAM BYYKKONEN
ZACHARY DAHL
David James Ogden
ROGER FREDERICK DETERDING
Elizabeth Miller
Scott LaMontagne
DAVID SCOTT KOENIG
PAUL WILLIAM ZANDER
ROSS ALAN SMITH
MICHELLE ELIZABETH BERTRAM
BEVERLY JAYNE BERTRAM
Katie Jane Schmidt
Laura Jayne Morehouse
Shane Gregory Rockweiler
Joel Kim Groskreutz
Michael Ray Lopp
Sarah Oberman
Huey Kenneth Griep
Tricia Nicole Sullivan
David Mark Kraus
Matthew Mark Kvernen
JACOB ADAM KRUEGER
Baylee Ann Shifflet
Charles John Brumer
PATRICK MARTIN THIELEN
Erin Leigh Haugh
Daily Katherine Erickson

Within 25 miles of Spring Green, WI, Best Investors lists 18 registered investment advisory firms with 39 offices nearby, managing about $3.22T in combined regulatory AUM across 611,745 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 Spring Green

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 MERIT FINANCIAL ADVISORS 3 clients · 286 advisers $23.9B AUM