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Best financial advisors in Wales, WI

Registered advisers within 25 miles of Wales, WI.

Offices
690
Firms
234
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,761,973 clients when Item 5C has a number
Avg / client
$5.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MWA FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
APOLLON WEALTH MANAGEMENT, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AEGIS WEALTH ADVISORS. LLC
CUSHING CAPITAL PARTNERS, LLC
J.P. MORGAN SECURITIES LLC
HARBOUR INVESTMENTS, INC.
PAVLIC INVESTMENT ADVISORS, INC.
RBC CAPITAL MARKETS, LLC

Investors

Patrick Alan Schultz
STEVEN GREGORY KRAMER
MARK CHRISTOPHER PHILLIPS
Brian Bartz
Caleb Jacob Schmidt
SHELLY LYNN RYNEARSON
HEATHER ANN JOHNSON
BARBARA THERESA DOTY
Tyler Kratochvil
JOSEPH ANTHONY SIMONS
MICHAEL SENGLAUB
JAMES MARK SENGLAUB
Christine Marie Senglaub
Brett Nowatske
James McCourt
CRAIG DONALD RUSCH
JEFFREY WILLIAM SENGLAUB
Charles Barrow
Cole A Froistad
KURT FREDERICK TRIEBOLD
BRENT L ADAMS
ERIC EDWARD WEGNER
KEVIN JOHN MCCORMICK
Bryan Duncan Douglas
TIMOTHY MICHAEL STASINOULIAS
MATTHEW JAMES OTTUSCH
JACOB STEVEN MAYER
Matthew Gill
Patrick Wilson
JOHN CLARENCE BODDEN
COLLEEN P WOLBERT
Michael Martin Mustas
WILLIAM ROLAND WARNKE
RICHARD CHARLES SCHILLER
MICAH BLOOM
TODD RANDLE KREMPASKY
MICHAEL ROBERT LYNCH
KURT ALLEN KUETTEL
JONATHAN KYLE LEIPOLD
MATTHEW MICHAEL LYNCH
Michael James Kieckhaefer
JAMES RUSSELL KIECKHAEFER
JAMES L VAN DE VEN
RYAN D KIECKHAEFER
ANDREW RIZZI STROMWALL
MARGARET MARY BENTZLER
SANDRA LYNN ELLIS

Within 25 miles of Wales, WI, Best Investors lists 234 registered investment advisory firms with 690 offices nearby, managing about $14.7T in combined regulatory AUM across 2,761,973 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 Wales

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM