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Best financial advisors in Star Prairie, WI

Registered advisers within 25 miles of Star Prairie, WI.

Offices
126
Firms
36
Combined AUM
$8.87T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,465,329 clients when Item 5C has a number
Avg / client
$6.06M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
HARVEST HORIZON WEALTH STRATEGIES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

STAN DANIEL FALKENHAGEN
Shannon Lea McDaniel Mehls
JANELLE LARIE LIND
ADAM JOHN SWANDA
JESSE ALAN KVITEK
DAREN JAMES POWERS
MacKenzie Stephen Zajec
JAMES EDWARD WOLF
Jonathan E Timm
Colin Eral
MICHAEL PATRICK CALLANAN
SCOTT ALAN RACINE
Debra Ann Kindschy
Ryan Collins
Eric Morrissey
SHERRI JEAN MUNKELWITZ
Ross Douglas Olson
Margaret Koenig
Jose Alvarez
MATTHEW SCOTT CASEY
MARK DAVID ALMLIE
Adele Annalene Hensley
TIMOTHY DONALD PAULEY
Steven J Wright
Tucker Hazzard
Heidi Rae Gemuenden
Joseph Thomas Casey
JON PAUL JACOBSON

Within 25 miles of Star Prairie, WI, Best Investors lists 36 registered investment advisory firms with 126 offices nearby, managing about $8.87T in combined regulatory AUM across 1,465,329 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 Star Prairie

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM