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Best financial advisors in Waupun, WI

Registered advisers within 25 miles of Waupun, WI.

Offices
72
Firms
19
Combined AUM
$5.15T
Firm-wide filings, not assets booked only here
Clients
968K
967,979 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PACKERLAND BROKERAGE SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC

Investors

Joel Lee Heeringa
JONATHON E VENHUIZEN
Richard Lee Matravers
Garrett L Moody
Kylar Narance
Austin John Armga
JONATHAN DOUGLAS LEONARD
Stephen Elmer Vessey
Christopher W Kuenzi
Mark Matthew Killingsworth
Adelio Ikonomi
DUANE EDWARD OHLAND
MICHAEL J KAPETS
ROLAND WALTER MOLL
Monica McGauley
Kevin J Carnine
Katie L Kohn
Matthew Edward Emmer
Dustin Darold Meisel
Michael Julius Baerwald
Anthony J Pochowski
DEBRA A SMITH
Matthew Thomas Heiar
David Brian Geschke
Rebecca Davison
Amber Michelle Vanderwal
JOHN WILLIAM GREY
Spencer Oemig
JAMIE LEE HENNING
BRIAN PATRICK HANNAN
PATRICK ROYAL CLARK
CALVIN LEE HEMLING
Mary Jo Homan
Andrew Douglas Mehan

Within 25 miles of Waupun, WI, Best Investors lists 19 registered investment advisory firms with 72 offices nearby, managing about $5.15T in combined regulatory AUM across 967,979 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 Waupun

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM