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Best financial advisors in Stevens Point, WI

Registered advisers within 25 miles of Stevens Point, WI.

Offices
60
Firms
30
Combined AUM
$4.20T
Firm-wide filings, not assets booked only here
Clients
1.17M
1,165,423 clients when Item 5C has a number
Avg / client
$3.60M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
BROOKSTONE WEALTH ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
EVEXIA WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ASSOCIATED INVESTMENT SERVICES, INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SENTRY INVESTMENT MANAGEMENT, L.L.C.
EQUITABLE ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PRINCIPAL SECURITIES, INC.
ELITE RETIREMENT GROUP
ELITE WEALTH MANAGEMENT, INC.

Investors

Nate Burtman
Justin R. Russell
JEREMIAH JOEL SMITH
Dorece Berray Johnson
ANGELA MARIE KARLEN
BENJAMIN AKIRO LAWS
JOSEPH THOMAS WATSON
Jacob Delroy Bartz
Justin Wayne Kelly
JENNA Rose LAWS
Jessica Ann Pickthorn Henrickson
GR Brent Hartsough
SCOTT MATTHEW BIERTZER
EUGENE DANIEL SCHULFER
LOUANN SCHULFER
JAMES JOSEPH ROBINSON
CHRISTINE MARIE TYJESKI
NICKOLAS JOSEPH ALLAR
MICHAEL JAMES HENSCHEL
BENJAMIN JOHN MARTINSEN
Glenn Arthur Helminiak
Heather Brandner
Andrew John Firminhac
TIMOTHY GEORGE ROMAN
Bryce Collin Ziemer
Keegan D Ziemer
Daniel Luke Weltzin
DANIEL MARK DEMERS
RAYMOND I CAL
Jacob Ringwelski
PATRICK LEE MARCELL
MICHAEL WILLIAM MARCELL
Victor Ray Kizewski
Matthew Theodore Daniels

Within 25 miles of Stevens Point, WI, Best Investors lists 30 registered investment advisory firms with 60 offices nearby, managing about $4.20T in combined regulatory AUM across 1,165,423 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 Stevens Point

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM