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Best financial advisors in Stratford, WI

Registered advisers within 25 miles of Stratford, WI.

Offices
64
Firms
30
Combined AUM
$4.92T
Firm-wide filings, not assets booked only here
Clients
843K
843,064 clients when Item 5C has a number
Avg / client
$5.84M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
HARBOUR INVESTMENTS, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RETIREMENT WEALTH SOLUTIONS LLC
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
PACKERLAND BROKERAGE SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

CORY M GRESHAM
Scott Dennis Lee
CHRIS ALLEN NEUFELD
HAYLEY RAE SCHEPPLER
TREVOR SHANE NEUFELD
Amanda J Kozik
Kacey Lynn DeWitt
SCOTT EDWARD WUCHERPFENNIG
MARISA ANN STEINBACH
ANGELA MARIE DENK
JEFFREY NILUS HOLTHAUS
Brian Mark Kaiser
Curt Joel DeLeske
PATRICK JOHN GALL
ALLI LOUETTE SCHOENGARTH
WILLIAM D HEITING
CHRISTOPHER LEE FREDRICK
Randy Allen Gershman
Thomas Robert Gershman
JULI YVONNE MCNEELY
REBECCA JO GONZALEZ
MELANIE A KUNZE
DANIEL ALLAN FLEES
TRAVIS JEFFREY HOLT
JASON LEE OPIE
NATHAN RICHARD HEEG
Steven Emil Brinkman
Max Charles Weber
James Gregory Heeg
Cole Raber
David Wayne Belanger
NATALIE ANN BOYD
Ronald John Leptien
Jenna Marie Flynn
Steven Micheal Luther
Ronald Michael Shnowske
Donald Lee Wild

Within 25 miles of Stratford, WI, Best Investors lists 30 registered investment advisory firms with 64 offices nearby, managing about $4.92T in combined regulatory AUM across 843,064 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 Stratford

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM