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Best financial advisors in Three Lakes, WI

Registered advisers within 25 miles of Three Lakes, WI.

Offices
13
Firms
10
Combined AUM
$2.44T
Firm-wide filings, not assets booked only here
Clients
499K
499,396 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
PACKERLAND BROKERAGE SERVICES, INC.
GATEWAY WEALTH PARTNERS, LLC
EQUITABLE ADVISORS, LLC
HECK CAPITAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SGL FINANCIAL, LLC

Investors

Justen James Schemmel
RONALD KEVIN PATTERSON
DOUGLAS HOWARD STEINER
CONNIE J CAMPBELL
Chad Kielty
Benjamin Robert Casselberry
THOMAS ALLEN WITTKOPF
William E Bargholtz
DANIEL DAVID JACKSON
MATTHEW ADAM GAST
JOHN KNOLL
Erik Daniel Sherfinski
VALORIE PEARL GAST
PAMELA PATRICE BISHOP
JOHN PAUL REINTHALER
STEVIE LYNN RADZINSKI
BENJAMIN CHRISTIAN OPSAL
OTONA R LAVENDER
connor j showalter
Samuel John Brettingen
Olivia Helen Stoll
Noelle Adler
Jack J Wasserman
Reece David Stangel
KENNETH ROBERT HECK
DAVID MARTIN HECK
DONNA MARIE BLAMBERG
Grace Elizabeth Heck
KATHLEEN ERIN ANDERSON
RYAN CRAIG HETLAND
Buck WJ Kipper
DAVID J HOLPERIN
MICHAEL RAY BOYD
Bryan James Kronberger
TRAVIS JOSEPH BROCK
DAVID ROBERT MANNIKKO
DAVID SCHMITZ
Gregory Alan Wohlwend

Within 25 miles of Three Lakes, WI, Best Investors lists 10 registered investment advisory firms with 13 offices nearby, managing about $2.44T in combined regulatory AUM across 499,396 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 Three Lakes

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 HECK CAPITAL ADVISORS, LLC 57 clients · 25 advisers $11.3B AUM 8 GATEWAY WEALTH PARTNERS, LLC 50 clients · 94 advisers $2.28B AUM