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Best financial advisors in Verona, WI

Registered advisers within 25 miles of Verona, WI.

Offices
372
Firms
142
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
3.00M
2,996,229 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FISCAL FITNESS, LLC
OSAIC WEALTH, INC.
WALKNER CONDON FINANCIAL ADVISORS LLC
LINCOLN INVESTMENT
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
HARBOUR INVESTMENTS, INC.
COMMONWEALTH FINANCIAL NETWORK
CALTON & ASSOCIATES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
ON INVESTMENT MANAGEMENT CO
RONALD L PERKINS DBA PERKINS FINANCIAL
MAPT CAPITAL

Investors

Francis Lee Friend
Nathan Paul Smith
KATHRYN SARTORI HANKARD
MARCUS OTT
DENNIS FRED BAKER
HEIDI ELIZABETH SCHULTZ
MARY JO STANISZEWSKI
NATHAN MICHAEL CONDON
CLINTON THOMAS WALKNER
RICHARD STANTON FARMER
Mitchell T DeWitt
Tahlia Marie Micoley
Ian Beardsley
Felipe Nicolas Quaassdorff Molina
Kimberly Meng-Young Liu
BRADY DANIEL STORHOFF
Sylvain Ernest Michelin
KEITH Alan PONIEWAZ
ANDREW J KLEIN
Paulina Hadley Price
Alicia Nora Vande Ven
EVAN WALTZ
JOEL AUSTIN CRAVEN
Cullen Buck
ANNIROSE KOCI WOMACK
Cole Patrick Mason
Nicholas Cole Mason
Brendon Charles Diers
ROGER EDWARD HELLENBRAND
TRISHA ELIZABETH ARNDT
CHASE ALEXANDER MARTIN
Matthew James Gerlach
Brandin Arndt
Amy E Deterding
SHAYNE LAWRENCE FICKLING
ANDREW TIMOTHY KING
DAWN MARIE GOPLIN
Carly McCormick
JOSEPH GABRIEL
TIMOTHY MARK PEDERSON
MEGAN CATHERINE MONTGOMERY
RONALD LEE PERKINS
GRACE TREWARTHA
Francisco Xavier Aguilar Puyol
NANCY JEAN Metzger
Ryan R Jacob
MARK GERARD SWEENEY

Within 25 miles of Verona, WI, Best Investors lists 142 registered investment advisory firms with 372 offices nearby, managing about $13.6T in combined regulatory AUM across 2,996,229 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 Verona

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