Best Investors Account Sign in

Best financial advisors in Waukau, WI

Registered advisers within 25 miles of Waukau, WI.

Offices
178
Firms
63
Combined AUM
$8.88T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,460,095 clients when Item 5C has a number
Avg / client
$3.61M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
WINDWARD WEALTH STRATEGIES, INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
CARL M. HENNIG, INC.
VALLEY WEALTH MANAGEMENT
U.S. BANCORP ADVISORS, LLC
HARRIS FINANCIAL SERVICES, INC.

Investors

JAMES GREGORY KIMBALL
STEPHEN C ZIBLUT
ALICE LUGENE PICHLER
Carter Allan Danke
BRIAN JOHNS PETERSEN
CHANTEL RENAE RECHEK
CASSANDRA N. F. DORN
DAWN IRENE MAKURAT
BRENDA LYNN ROLLI
JACOB KENNETH MERK
Hunter Scott Auchtung
TRACY LEE PIONTKOWSKI
WILLIAM LOUIS RUPNICK
GREGORY BRYAN PIERCE
KIM M MOLITOR
Nicole Jean Riley
MICHAEL F. STARSHAK
BRYAN MICHAEL DRAGER
Julie Marie Gurkowski-Koehn
JAIME PAULINE MUELLER
Joseph Mann
Sophia Artus
Amy Jo Vetrone
BRENT A ANTTI
CHRISTOPHER SCOTT YAGGIE
DAVID RICHARD DETJEN
ANTON WILLIAM DENK
CAREN LU REICH
DAVID ROBERT SHATTUCK
James Raymond Carriveau
CATHERINE LEE HARGRAVE
Robert Paul Shattuck
Ryan P Gravunder
Eric John Lang
David A Stone
Jamie Lee Neabling
LAWRENCE MICHAEL MROCZKOWSKI
Shawn Dockry
Jennifer Lyn Groholski
HOLLY MARGARET FITZGERALD
MICHAEL J FRECHETTE
ROBERT RICHARD HARRIS

Within 25 miles of Waukau, WI, Best Investors lists 63 registered investment advisory firms with 178 offices nearby, managing about $8.88T in combined regulatory AUM across 2,460,095 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 Waukau

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM