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Best financial advisors in Waldo, WI

Registered advisers within 25 miles of Waldo, WI.

Offices
118
Firms
46
Combined AUM
$8.14T
Firm-wide filings, not assets booked only here
Clients
1.66M
1,663,063 clients when Item 5C has a number
Avg / client
$4.90M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
MWA FINANCIAL SERVICES INC.
H. C. DENISON CO.
WELLS FARGO CLEARING SERVICES, LLC
KABAT ADVISORY GROUP, LLC
RBC CAPITAL MARKETS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
THRESHOLD COMPASS STRATEGIES, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CONCORDE ASSET MANAGEMENT, LLC
PFS INVESTMENTS INC.
EQUITABLE ADVISORS, LLC

Investors

GREGORY STEVEN CASPER
Gregory D Schoemer
Joy Marie Heinen
ROBERT JOSEPH KUEHL
MARLO JEAN TESTWUIDE
JAMES ANTHONY TESTWUIDE
CURTIS ANDREW ROBERTS
NICOLE WHITE
DAVID ANTHONY KABAT
GREGORY RICHARD FUERST
MICHAEL JOHN MUSSAY
James Edward Thom
TERESA K MCALPINE
Riley Jason Ege
KEITH LESLIE HENDRICKS
DAVIS JACKSON SUCKOW
John Frausto
RANDY LEE ROESLER
DAVID JOSEPH TALBOT
JAMES JOHN SILBERNAGEL
LOGAN Patrick WILD
THERESE MARIA MOORE
Rebecca Stella Elizabeth Winkel
RONALD STEVEN SITZMAN
James D Asplin
JUSTIN CLIFFORD BEHM
BRIAN STEVEN BARBER
Brad Katzer
JOHN MICHEAL PLUMLEY
CHRISTOPHER ANDREW MCCAMAN

Within 25 miles of Waldo, WI, Best Investors lists 46 registered investment advisory firms with 118 offices nearby, managing about $8.14T in combined regulatory AUM across 1,663,063 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 Waldo

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 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM