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Best financial advisors in Saint Nazianz, WI

Registered advisers within 25 miles of Saint Nazianz, WI.

Offices
88
Firms
35
Combined AUM
$7.70T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,059,869 clients when Item 5C has a number
Avg / client
$7.26M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
EDWARD JONES
OSAIC WEALTH, INC.
J. W. COLE ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
MERIT FINANCIAL ADVISORS
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Rebecca Stella Elizabeth Winkel
RONALD STEVEN SITZMAN
BRIAN PAUL RUH
KRISTA NICOLE HALBACH
BRADLEY LLOYD RUH
Samantha Jo Bratz
Phillip A Kubichka
KAREN LYNNE WEBER
LOGAN TAYLOR NIENHAUS
JUSTIN DAVID WEBER
JULIE J WOELFEL
DANIEL JAMES WEBER
Andrew James Ziolkowski
Steven J Merline
JEFFREY GERALD HEINEN
Amy Jean Komis
CLAIRE ANN WALMER
Brandon Krupp
Gretchen Krupp
Richard T Stoker
Dana Nicole Tisch
Atley Thomas Gay
WILLIAM ROBERT CASEY
JASON PHILIP WEIER
THOMAS ROBERT BINVERSIE
John Frausto
MICHAEL LONY SCHUG
Ashley Jagemann
Seth Jones
Logan Bowles
PAUL JEFFERY GOTTSHALL
DAVIS JACKSON SUCKOW
Thomas Wayne Schug

Within 25 miles of Saint Nazianz, WI, Best Investors lists 35 registered investment advisory firms with 88 offices nearby, managing about $7.70T in combined regulatory AUM across 1,059,869 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 Nazianz

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM