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Best financial advisors in Trego, WI

Registered advisers within 25 miles of Trego, WI.

Offices
11
Firms
6
Combined AUM
$1.71T
Firm-wide filings, not assets booked only here
Clients
237K
237,200 clients when Item 5C has a number
Avg / client
$7.21M
Combined AUM ÷ clients

Nearby offices

Firms

ACCURATE WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
FRANSON FINANCIAL LLC

Investors

MATTHEW JOHN ZANARDO
TIMOTHY ANDREW REEDY
Victoria Lynn Shaffer
Jonah Michael Beckermann
Scott James Roppe
JESSE ALLAN BECKERMANN
Emily Jeanne Phillips
JASON JAMES KOHL
Caleb James Franson
Isaac Nash Franson
Thomas Danczyk
Paul M Danczyk
John Alan Danczyk
Devin Ann Danielson
Trevor Tristan Brewer
Olivia L Tucker
Ashlee L Rightman

Within 25 miles of Trego, WI, Best Investors lists 6 registered investment advisory firms with 11 offices nearby, managing about $1.71T in combined regulatory AUM across 237,200 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 Trego

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 ACCURATE WEALTH MANAGEMENT, LLC 46 advisers $1.71B AUM 6 FRANSON FINANCIAL LLC 2 advisers $2.22M AUM