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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
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MWA FINANCIAL SERVICES INC.
U.S. BANCORP ADVISORS, LLC
A TO Z FINANCIAL PLANNING LLC
RIVER1 ASSET MANAGEMENT LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
TIDAL INVESTMENTS LLC
OSAIC WEALTH, INC.

Investors

Jeane Mardi Schell
MAURICE HEBB
CALLAHAN TULLY
KAREN KALLEM
DANIEL CHARLES CREEK
ELIZABETH CAROL PRAEGER
Robert James Bailey
THOMAS PAUL FOLLIS
Jacob Paul Follis
Gregory Amborn
MICHAEL POLUDNIAK
Tegan Schultz
TYLER ALEXANDER JOHNSON
Stephanie L Snyder
LEAH A KOEHNKE
RYAN PAUL BECKER
James Timothy Bild
DANIEL THOMAS LLOYD
Thomas Anthony Almanzo
WILLIAM PATRICK KINSELLA
Casey L Moneer
Jacob Paul Hausmann
SCOTT PAUL HERRMANN
KRISTEN MARY LAFRANZO
DIANE KENNEDY NOPENZ
Laura Ann White
David Richard Blend
ANTHONY JOHN MESCHER
ELIZABETH F STAMATAKOS
WILLIAM LEE TIEDT
SAEDE PAUL MALEKI
BRYAN BRUCE BEAUCHAMP
ELIZABETH L MENGO
ROBERT THOMAS VIAU
Benjamin Jordan Schluckebier
RYAN PATRICK VANDELOO
CRYSTAL ROSE SDANO
LAWRENCE A DREHER
KARL JAMES WEIZENICKER

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