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Best financial advisors in Waunakee, WI

Registered advisers within 25 miles of Waunakee, WI.

Offices
390
Firms
145
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,775,906 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

ALPHASTAR CAPITAL MANAGEMENT
LPL FINANCIAL LLC
ENVEST MICROFINANCE COOPERATIVE
HARBOUR INVESTMENTS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
CANOPY WEALTH MANAGEMENT
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MILESTONE INVESTMENT ADVISORS, LLC
STRATEGIC ADVISERS LLC
JACOBSON & SCHMITT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
SHELLCREST FINANCIAL LLC

Investors

Nicholas Schreck
JEFFREY MAX SUPPLE
JACOB PATRICK SCHIESSL
JAMES M MILLER
BRUCE ALLEN GUST
Katie Christianson
Cory Adam Meyer
MAX JOSEPH SESING
BRIAN JAMES KOPP
ERNEST PATRICK MOOSHERR
DAVID MICHAEL MUEHL
MELODIE KAY ACE
MARK GREGORY BUCHANAN
Ernest Devan Moosherr
Trent Jacob Hinton
ERIC DAVID RAETHER
PATRICK O RINDFLEISCH
JEREMY P APPLETON
KEVIN J PATTERSON
JENNY M SANTEK
BENJAMIN F WIERWILL
Julie L Baertschi
Mandy M Rochel
CARLYN MARIE HENSEN
JASON CHRISTOPHER ROHDE
LASHELL LOUISE LENTZ
JOSEPH DAVID WEISS
Chadwick Michael Schloesser
CHRISTOPHER LEE ALEXANDER
PATRICK ROBERT ROHDE
SEAN PATRICK FINLEY
JAMES RONALD ADAMCZYK
KATHERINE Lauren FLETCHER-FROESE
Stephen J Duhn
Charles S Bogue
Megan Whittow
DARCI KAY KRUCHTEN
SCOTT DOUGLAS JAMES
ALLEN JOHN SCHMIDT
JUSTIN DANIEL GONINEN
WENDY S RINDFLIESCH
ANDREW ITEN ROE
ELIZABETH F GAWRONSKI
Ryan Schlimgen
Monnica M Brunker
MICHAEL DART PATTERSON
SUSAN WEISS LUBAR
DAWN MARIE PANAS
LAUREL RICE
Erin Michelle Crowe
BRYAN ROBERT SMITH
JON EDWARD BLOOMER
Ronald Phelps
JACOB ADDISON HAMUS
Steven Mueller
SARA M MUSGRAVE
Forrest Edward Gilbertson
MICHAEL DOUGLAS WITT
Jean L. Modos
Kaitlyn Alyssa Friant
McKenna Makela
Bryan Diedrich Brunken
Andrew Stephen Grow
Sabrina L Breitenbach
Darrin Michael Sharp
Jonathan Gregory Wilson
DANIEL PETER KAUPER
MICHAEL EDMUND ARBET
David Solheim
ANGEL CHOW MCCLAREY
ROBERT GARLAND ARMSTRONG
JOHN-THOMAS PETREE
BRIAN VETROVEC
JAMES P SOLBERG
JACK DRANEY
BRANDON JOHN GASSER
ALEX DAVID BROST
MICHELLE ROSALYN TODD
ALINA M. ANDRECAN
WILLIAM DAVID TEARSE
SUZANNE A. COLE
LEONARDO URZAGASTE
DYLAN J TALERICO
TODD C BREWER
ROBERT J. HIPSCHMAN
NABEEL QURESHI
LAUREN FLYNN
JOSEPH John HAMMER
DANIEL RECORD
Kevin Michael Faulkner
Kathryn Ann Schaller
Lucy Noelle Cuff
DANIEL RICHARD ZAWIDOWSKI
ANGELA MARY BEHM
Christopher Eugene Johnson
RICHARD JAY VANDEN BOOGARD
Erik Preston Barker
Adam Christopher Sweet
Leah Lillian Halvorson
Brooke Marie Wolverton
Terri Lynn Van Den Einde
PAUL EDWARD BLANEY
Cashton Davis Craig
Xun Liu
Olusegun Osayemi
Kellan Donald Schulz
Cruse William Schuster
KONRAD ZAGZEBSKI

Within 25 miles of Waunakee, WI, Best Investors lists 145 registered investment advisory firms with 390 offices nearby, managing about $13.7T in combined regulatory AUM across 2,775,906 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 Waunakee

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM