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Best financial advisors in Saint Croix Falls, WI

Registered advisers within 25 miles of Saint Croix Falls, WI.

Offices
43
Firms
15
Combined AUM
$4.32T
Firm-wide filings, not assets booked only here
Clients
561K
560,595 clients when Item 5C has a number
Avg / client
$7.70M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
ASCENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
FOCUS FINANCIAL
HARVEST HORIZON WEALTH STRATEGIES

Investors

Rebecca Ann Berg
Margaret Koenig
JON PAUL JACOBSON
Joseph Thomas Casey
BRYAN HARLEY MOORE
Theresa Georgeann Tihanyi
Kirsten A Koenig
SCOTT ALAN RACINE
THOMAS RICHARD KOEHN
MICHAEL SEAN O'MALLEY
MATTHEW SCOTT CASEY
Steven J Wright
Tucker Hazzard
MARK DAVID ALMLIE
Adele Annalene Hensley
TIMOTHY DONALD PAULEY
Jeremy Scott Mandler
CRAIG EDWARD LINDSTROM
Mark Joseph Bauer
Brian Benson
Tanya Paine
Gregory Langdon Paine
Adam Lorenzo Cabrera
Jane Alice VanderSchaaf
TRACEY MARIE SIMONSON
Jose Alvarez
Doran William O'Brien
Zachary T Boesel

Within 25 miles of Saint Croix Falls, WI, Best Investors lists 15 registered investment advisory firms with 43 offices nearby, managing about $4.32T in combined regulatory AUM across 560,595 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 Saint Croix Falls

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 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