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Best financial advisors in Wausaukee, WI

Registered advisers within 25 miles of Wausaukee, WI.

Offices
21
Firms
9
Combined AUM
$2.91T
Firm-wide filings, not assets booked only here
Clients
456K
456,003 clients when Item 5C has a number
Avg / client
$6.38M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JORDAN C BECK
ALAN MARK DEWITT
LEIGH M HOWELL
Nicole Leigh Ehlert

Within 25 miles of Wausaukee, WI, Best Investors lists 9 registered investment advisory firms with 21 offices nearby, managing about $2.91T in combined regulatory AUM across 456,003 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 Wausaukee

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 NICOLET WEALTH MANAGEMENT 50 advisers $4.29B AUM 8 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM