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Best financial advisors in Watertown, WI

Registered advisers within 25 miles of Watertown, WI.

Offices
157
Firms
56
Combined AUM
$6.25T
Firm-wide filings, not assets booked only here
Clients
1.11M
1,111,157 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
ASSOCIATED INVESTMENT SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HARBOUR INVESTMENTS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Wendy Nicole Petersen
BENJAMIN MICHAEL HOPPENRATH
MICHAEL EVERETT WILLIAMS
CRAIG ELDON SCHNUELLE
TYLER Dean SASS
BRADY ROBERT ENDL
Toniette Ann Flint
CHRISTOPHER DAVID MALLOW
James J Gehring II
GREG ALAN SCHROEDER
MELODY MARIE GRESSICK
WILLIAM THOMAS OSWALD
BRIAN D KONZ
PATRICK DAVID MEISTER
BRIANA RAE SMITH
Taylor Donald Schultz
Richelle Holtzman
Ronald James Counsell
MICHAEL KURT WENDT
Gene Michael Gorrell
ALLEN DABLE
Gregory Carl Hatzinger
Aaron Matthew Genthe
Ethan Jay Schmidt
NATHAN ALEXANDER LITTRELL
GARY STEVEN THOMPSON
ERIC STANLEY FELTH

Within 25 miles of Watertown, WI, Best Investors lists 56 registered investment advisory firms with 157 offices nearby, managing about $6.25T in combined regulatory AUM across 1,111,157 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 Watertown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM