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Best financial advisors in Sturgeon Bay, WI

Registered advisers within 25 miles of Sturgeon Bay, WI.

Offices
41
Firms
20
Combined AUM
$4.57T
Firm-wide filings, not assets booked only here
Clients
637K
637,003 clients when Item 5C has a number
Avg / client
$7.18M
Combined AUM ÷ clients

Nearby offices

Firms

RBC CAPITAL MARKETS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CORNERSTONE FINANCIAL GROUP
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

NANCY ANN LAKE
RANDALL ROBERT RUBENS
ALISON ANN WALKER
STEVEN ERIC ABRAHAMSON
DANNY LEE HANSON
DAVID LAWSON HARRIS
Bennett Reitzel Fletcher
BRADY MICHAEL LENIUS
DAVID ALAN LENIUS
Kurtis Zuiker
Mason Chipman
BENJAMIN LOUIS RABENN
WILLIAM JAMES KLETZIEN
WILLIAM MARTIN KLETZIEN
ROSS ANTHONY SCHMELZER
RICHARD JOHN PRICE
Michael Shawn Stephani
BRIAN HARTL
Spencer Douglas Feivor
Tara Leah Pierre
CHRIS CRAIN
PETER KOBIN
CARRIE LYNN SCHILZ
GUY MCCAULEY
ROBERT JOSEPH KUNTZE
JORDAN C BECK
ALAN MARK DEWITT
LEIGH M HOWELL
Nicole Leigh Ehlert
Ian Charles Wetzel
Vincent Charles Baron
Kathleen Ann LeMay
Jeremy Bartels
STEPHEN THOMAS GUSTMAN
MICHAEL JOHN MESSER
Kyle J Klumb
Kody T Klumb

Within 25 miles of Sturgeon Bay, WI, Best Investors lists 20 registered investment advisory firms with 41 offices nearby, managing about $4.57T in combined regulatory AUM across 637,003 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 Sturgeon Bay

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM