Best financial advisors in Twin Lakes, WI

Registered advisers within 25 miles of Twin Lakes, WI.

Offices

345

Firms

103

Combined AUM

$8.24T

Firm-wide filings, not assets booked only here

Clients

2.24M

2,244,768 clients when Item 5C has a number

Avg / client

$3.67M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

301 E MAIN STREET SUITE 101
TWIN LAKES, WI 53181

EQUITABLE ADVISORS, LLC

150 LANCE DRIVE
TWIN LAKES, WI 53181

U.S. BANCORP ADVISORS, LLC

720 N Lake Ave
Twin Lakes, WI 53181

EDWARD JONES

2207 N US HIGHWAY 12 SUITE D
SPRING GROVE, IL 60081

BARRETT WEALTH CONNECTION LLC

2002 HOLIAN DRIVE, SUITE 104
SPRING GROVE, IL 60081

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

744 MAIN ST. STE 103 W
ANTIOCH, IL 60002

LPL FINANCIAL LLC

440 LAKE STREET
ANTIOCH, IL 60002

EDWARD JONES

921 MAIN ST
ANTIOCH, IL 60002-1510

EDWARD JONES

38 West Grand Avenue STE 2
FOX LAKE, IL 60020-0000

U.S. BANCORP ADVISORS, LLC

55 E Grand Ave
Fox Lake, IL 60020

STATE FARM INVESTMENT MANAGEMENT CORP.

42 E Grand Ave
Fox Lake, IL 60020

SERENITY INVESTMENT ADVISORS

23042 75th Street
Salem, WI 53168

REGAL INVESTMENT ADVISORS LLC

2400A Johnsburg Rd
Johnsburg, IL 60051

EDWARD JONES

2411 W Johnsburg Rd
Johnsburg, IL 60051

BEACON POINTE ADVISORS, LLC

875 East Townline Rd., Suite 100
Lake Geneva, WI 53147

STACKSTONE WEALTH, LLC

835 GENEVA PKWY SUITE 2
LAKE GENEVA, WI 53147

GENEVA PARTNERS, LLC

820 GENEVA PARKWAY NORTH SUITE 106
LAKE GENEVA, WI 53147

EDWARD JONES

804 Geneva Pkwy N Suite 108
LAKE GENEVA, WI 53147

KRAMER INVESTMENT SERVICES, LLC

612 S. WELLS STREET, UNIT G
LAKE GENEVA, WI 53147

10.6 miles away

J.P. MORGAN SECURITIES LLC

7510 BRISTOL RD
BRISTOL, WI 53104

10.7 miles away

Firms

EQUITABLE ADVISORS, LLC

U.S. BANCORP ADVISORS, LLC

BARRETT WEALTH CONNECTION LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

SERENITY INVESTMENT ADVISORS

REGAL INVESTMENT ADVISORS LLC

BEACON POINTE ADVISORS, LLC

STACKSTONE WEALTH, LLC

GENEVA PARTNERS, LLC

KRAMER INVESTMENT SERVICES, LLC

J.P. MORGAN SECURITIES LLC

Investors

Richard Edward Topf

JAMES WILLIAM GRIGGS

JOHN ROBERT GRIGGS

WILLIAM ANDREW GRIGGS

Marlo Jover Carpio

DANIEL EDWARD SIGMAN

Steven Paul VanDusen

AMY LISA BARRETT

VICTORIA JOSEPHINE DORGAN

ROBERT JAMES WICKENKAMP

BRENDA ANN HAFEMAN

BARRY MARTIN PROCTOR

Kira Peggy Cole

Kimberly L Tobias

Thomas John Michelotti

DAVID LAWRENCE DINGMAN

Sean Kyle O'Connor

DONNA MARIE ADAMS

Matthew Scott Perley

Maxwell James Campbell

Gregory Mehler Johns

VALERIE ANN LAMP

SCOTT GREGORY FARROW

Dean Robert Schwefel

LOREN TERRY COOK

THOMAS EUGENE ROWE

MARK STEPHAN MCCURRY

STEVEN PERRY SCHWEFEL

Steven Joseph Lois

JAMES PAUL KRAMER

Within 25 miles of Twin Lakes, WI, Best Investors lists 103 registered investment advisory firms with 345 offices nearby, managing about $8.24T in combined regulatory AUM across 2,244,768 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 Twin Lakes

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM