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Best financial advisors in Van Dyne, WI

Registered advisers within 25 miles of Van Dyne, WI.

Offices
136
Firms
40
Combined AUM
$5.82T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,065,968 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
U.S. BANCORP ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

NICK SHELBY ZANDERS
MARK DONALD RASNER
Matthew Frank Stroede
JOSEPH WILLIAM STROEDE
Beth Kiernan
WILLIAM JOSEPH STROEDE
Claire Tienor
THEODORE ERIC LAMP
MARK WINFIELD HOTCHKISS
MICHAEL LEROY KREUZIGER
Pamela Ann Tollefson
Robert Charles Hess
Ethan Dennis Diederich
ERIC ELMER GURHOLT
KYLE MITCHELL KAHL
BRADLEY SCOTT JOHANNES
TINA MARIE GRENLIE
CHRISTOPHER MICHAEL NELSON
PETER JOHN QUEHL
LOGAN Robert JOHNSON
Jennifer Ann Foster
Rebecca Lynn Dahlke
Kathleen Ann Tavs
Robert Lee Cox
Robert Bruce
Gerald Jake Resop
Connor Frederick Heck
Jacob Thomas Norlander
Kristen Anne Crass
Douglas Alexander Eyssautier
CARL HUGH RICKMEIER
CARL JOHN HELLEBERG
JOHN ARMAND WELSCH
KRISTAN LEE JANSSEN
MICHAEL ALPHONSE KORB
BRYAN MICHAEL DRAGER
Julie Marie Gurkowski-Koehn
JAIME PAULINE MUELLER
Joseph Mann
Sophia Artus
Amy Jo Vetrone
BRENT A ANTTI
CHRISTOPHER SCOTT YAGGIE
DAVID RICHARD DETJEN
ANTON WILLIAM DENK
BRADLEY MICHAEL MARX
Jennifer Anne Riedeman
ALICE LUGENE PICHLER
Carter Allan Danke
BRIAN JOHNS PETERSEN
CHANTEL RENAE RECHEK
CASSANDRA N. F. DORN
DAWN IRENE MAKURAT
BRENDA LYNN ROLLI
JACOB KENNETH MERK
Hunter Scott Auchtung
Benjamin Charles Baertschy
Hannah Bess Muraski
Margaret Millin Moses

Within 25 miles of Van Dyne, WI, Best Investors lists 40 registered investment advisory firms with 136 offices nearby, managing about $5.82T in combined regulatory AUM across 1,065,968 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 Van Dyne

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM