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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

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
RETIREMENT INCOME STRATEGIES, LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
HARBOUR INVESTMENTS, INC.
J. W. COLE ADVISORS, INC.
U.S. BANCORP ADVISORS, LLC
WISCONSIN WEALTH ADVISORS, LLC

Investors

Michael J Esser
Michael A Millage
Mallory Rodriguez Villa
KRISTI NICOLE BERG
Jamie Magadanz
KRISTIAN L FINFROCK
Diane Berg
JASON LEE KRAMAR
JEREMY MICHAEL POTTER
Hans Robert Charles Becker
Michael John Roth
Alexa Gill
Stephanie Hook
JOSHUA MICHAEL SATZER
SUSAN LYNN OLSON
EMILY SUE OLSON
Derrick Michael Meier
Peter Jan van der Hagen
BROOKE PALMER
CLAIRE ANN WALMER
JAMES M MILLER
Aaron Matthew Reinert
CHRIS ALLEN SWENSON
Shaun Michael Balding
PATRICK CHARLES FOSDICK
BRUCE ALLEN GUST
Katie Christianson

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