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Best financial advisors in Trevor, WI

Registered advisers within 25 miles of Trevor, WI.

Offices
430
Firms
155
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,714,615 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
SERENITY INVESTMENT ADVISORS
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
UTES WEALTH STRATEGIES
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BARRETT WEALTH CONNECTION LLC
JOHNSON WEALTH INC.
OSAIC WEALTH, INC.

Investors

ROBERT JAMES WICKENKAMP
BRENDA ANN HAFEMAN
BARRY MARTIN PROCTOR
Kira Peggy Cole
Sean Kyle O'Connor
BRIAN K GREGG
Marlo Jover Carpio
Richard Edward Topf
WILLIAM EDWARD UTES
Conrad Bloom
JAMES WILLIAM GRIGGS
JOHN ROBERT GRIGGS
WILLIAM ANDREW GRIGGS
KENT ROBERT ROUSE
AMY LISA BARRETT
VICTORIA JOSEPHINE DORGAN
DANIEL EDWARD SIGMAN
Steven Paul VanDusen
DAVID LAWRENCE DINGMAN
CANDICE M BAKER
Macklin Larsen
Kimberly L Tobias
Thomas John Michelotti
Donald Scott Austin Peryer
Joseph J Thompson
Gary Ivan Skinner
ERIC BOWDEN
GAVIN DANIEL CARLSON
JOHN WALES BUSEY
STEPHEN JOSEPH LEVONOWICH
JAMIE KENT YOUNG
SEAN WELSH

Within 25 miles of Trevor, WI, Best Investors lists 155 registered investment advisory firms with 430 offices nearby, managing about $12.3T in combined regulatory AUM across 2,714,615 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 Trevor

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM