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Best financial advisors in Univ Of Wis Hosp Hlth Sc Ctr, WI

Registered advisers within 25 miles of Univ Of Wis Hosp Hlth Sc Ctr, WI.

Offices
363
Firms
139
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,775,906 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERICAN INVESTMENT ADVISORS INC
CREATIVE PLANNING
FARTHER
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
ADLER FINANCIAL
HARBOUR INVESTMENTS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
1208 CAPITAL MANAGEMENT, LLC

Investors

ISAAC JAMES MORRIS
DAVID ALLAN KUENZI
Dustin J Mongler
SANDEEP BRION
NICHOLAS ANRE PARKER
JOHN WENDLAND HANDY
George Carpenter Timson
Cheryl Ann Schweiger
Michelle L Elmer
Chase Drake
TIMOTHY CHARLES SCHIEFELBEIN
Avery M Carpenter
TEODOR DANIEL TRANDAFIR
JUSTIN D NOVARA
STEPHANIE MAE BISSELL
Nolan Randall Cohen
ERIC PHILIP ADLER
SANDRA NAOMI EICHEL
RYAN JACK STEPHENSON
PETER LEANDER SCHMIDT
CHELSEA MARIE ROTH
MICHAEL D BAER
WILLIAM RICHARD GARDNER
Trevor A Conti
Brian P Martin
Cody Kramschuster
Marco J Mascitti
AARON MICHAEL PERRY
KATELYN NICOLE Novara
Carter John Mrowiec
Nicholas Adam Pratt

Within 25 miles of Univ Of Wis Hosp Hlth Sc Ctr, WI, Best Investors lists 139 registered investment advisory firms with 363 offices nearby, managing about $13.5T in combined regulatory AUM across 2,775,906 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 Univ Of Wis Hosp Hlth Sc Ctr

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM